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CIK: 0001263048
Total reported value
$44.5M
$44.5M
6 檔
153.7%
At the close of Q1 2025, Mpm Asset Management LLC disclosed equity holdings valued at approximately $44.5M, spread across 6 reported holdings.
In Q1 2025, Mpm Asset Management LLC displayed an active expansion posture, initiating 6 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TRDA | Entrada Therapeutics Inc | Stock-Other | 57.04% | +0.05% | — | |
| 2 | 2662247D | Iteos Therapeutics Inc | Stock-Other | 23.55% | -23.55% | EXIT | |
| 3 | DYN | Dyne Therapeutics Inc | Stock-Other | 10.28% | +9.12% | — | |
| 4 | HOWL | Werewolf Therapeutics Inc | Stock-Other | 6.03% | +13.05% | +0.60% | |
| 5 | RPTX | Repare Therapeutics Inc | Stock-Other | 1.59% | +2.84% | -33.40% | |
| 6 | ADAPY | Adaptimmune Therapeutics-adr | Stock-Other | 1.51% | -1.51% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TRDA | Entrada Therapeutics Inc | — | NEW | New buy |
| 2 | 2662247D | Iteos Therapeutics Inc | — | NEW | New buy |
| 3 | DYN | Dyne Therapeutics Inc | — | NEW | New buy |
| 4 | HOWL | Werewolf Therapeutics Inc | — | NEW | New buy |
| 5 | RPTX | Repare Therapeutics Inc | — | NEW | New buy |
| 6 | ADAPY | Adaptimmune Therapeutics-adr | — | NEW | New buy |
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 2025.
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In terms of portfolio concentration, the top 5 core holdings (including TRDA, 2662247D, DYN) accounted for 153.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
TRDA
市值: $39.6B
During Q1 2025, Mpm Asset Management LLC's top holdings by market value included TRDA (57.0%)、2662247D (23.6%)、DYN (10.3%). The largest single position, TRDA, represented 57.0% of total portfolio value.
In Q1 2025, Mpm Asset Management LLC made 6 total portfolio adjustments, initiating 6 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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