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CIK: 0001263048
Total reported value
$44.5M
$44.5M
6 檔
531.1%
As reported in its official Q1 2024 Form 13F filing, Mpm Asset Management LLC's tracked investment portfolio stood at $44.5M with 6 total positions.
During Q1 2024, Mpm Asset Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DYN | Dyne Therapeutics Inc | Stock-Other | 39.97% | +9.12% | -30.30% | |
| 2 | TRDA | Entrada Therapeutics Inc | Stock-Other | 25.58% | +0.05% | — | |
| 3 | 2662247D | Iteos Therapeutics Inc | Stock-Other | 15.24% | -23.55% | EXIT | |
| 4 | HOWL | Werewolf Therapeutics Inc | Stock-Other | 11.32% | +13.05% | — | |
| 5 | RPTX | Repare Therapeutics Inc | Stock-Other | 4.31% | +2.84% | — | |
| 6 | ADAPY | Adaptimmune Therapeutics-adr | Stock-Other | 3.58% | -1.51% | EXIT |
According to official SEC Form 13F filings, Mpm Asset Management LLC reported a total U.S. public equity portfolio value of $44.5M across 6 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DYN, TRDA, 2662247D) accounted for 531.1% of total reported equity market value during Q1 2024.
During Q1 2024, Mpm Asset Management LLC's top holdings by market value included DYN (40.0%)、TRDA (25.6%)、2662247D (15.2%). The largest single position, DYN, represented 40.0% of total portfolio value.
In Q1 2024, Mpm Asset Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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