MPM Oncology Impact Management LP

Private Equity

MPM Oncology Impact Management LP is a Private Equity based in New York, NY led by Christian Albrecht Wulf Von Schimmelmann, managing $610.9M across 40 long positions as of Q3 2025 with 95% Healthcare concentration.

Managing PartnerChristian Albrecht Wulf Von Schimmelmann

Portfolio Value: $610.9M
Positions: 40
Top Holding: MDGL at 7.54%
Last Reported: Q3 2025

Address330 Madison Avenue, 23rd Floor, New York, NY, 10017, United States

Top Holdings

Largest long holdings in MPM Oncology Impact Management LP's portfolio (48.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Madrigal Pharmaceuticals, Inc. MDGL	Biotechnology Healthcare	$46.1M	7.54%	—	0.45% 100.4K shares	Q2 2022 Held for 3y 5m
2 Cullinan Therapeutics, Inc. CGEM	Biotechnology Healthcare	$45.4M	7.42%	—	12.95% 7.6M shares	Q1 2021 Held for 4y 8m
3 Avidity Biosciences RNA	Biotechnology Healthcare	$33.1M	5.42%	—	0.52% 760.0K shares	Q2 2024 Held for 1y 5m
4 Trevi Therapeutics, Inc. TRVI	Biotechnology Healthcare	$31.2M	5.10%	—	2.80% 3.4M shares	Q1 2024 Held for 1y 8m
5 Edgewise Therapeutics, Inc. EWTX	Biotechnology Healthcare	$27.9M	4.57%	—	1.63% 1.7M shares	Q1 2024 Held for 1y 8m
6 PTC Therapeutics PTCT	Biotechnology Healthcare	$26.9M	4.41%	—	0.55% 438.5K shares	Q3 2024 Held for 1y 2m
7 ZLAB Zai Lab Limited ZLAB	Unknown Unknown	$25.3M	4.13%	—	— 745.1K shares	Q1 2025 Held for 8 months
8 Syndax Pharmaceuticals SNDX	Biotechnology Healthcare	$21.2M	3.46%	+$21.2M New	1.60% 1.4M shares	Q3 2025 Held for 2 months
9 Oric Pharmaceuticals, Inc. ORIC	Biotechnology Healthcare	$20.8M	3.40%	—	1.78% 1.7M shares	Q1 2025 Held for 8 months
10 Tarsus Pharmaceuticals, Inc. TARS	Biotechnology Healthcare	$20.3M	3.32%	—	0.81% 341.5K shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MPM Oncology Impact Management LP's latest filing

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Market Value

$610.9M

Prior: $577.2M

Q/Q Change

+5.84%

+$33.7M

Net Flows % of MV

-7.91%

Turnover Ratio

13.89%

New Purchases

7 stocks

$39.4M

Added To

4 stocks

+$21.3M

Sold Out Of

11 stocks

$104.0M

Reduced Holdings

2 stocks

-$5.0M

Increased Positions

Position	Shares Δ	Change
1 Syndax Pharmaceuticals SNDX	New	0 → 1.4M +$21.2M
2 Liquidia Corporation LQDA	New	0 → 200.0K +$4.5M
3 Palvella Therapeutics PVLA	New	0 → 67.4K +$4.2M
4 enGene Holdings Inc. ENGN	New	0 → 530.3K +$3.6M
5 UroGen Pharma URGN	New	0 → 135.0K +$2.7M

Decreased Positions

Position	Shares Δ	Change
1 Guardant Health GH	Sold	442.7K → 0 −$23.0M
2 MoonLake Immunotherapeutics MLTX	Sold	313.6K → 0 −$14.8M
3 MBX Biosciences, Inc. MBX	Sold	1.3M → 0 −$14.8M
4 Crinetics Pharmaceuticals CRNX	Sold	429.0K → 0 −$12.3M
5 Olema Pharmaceuticals, Inc. OLMA	Sold	2.4M → 0 −$10.1M