MPM Asset Management LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
MPM Asset Management LLC disclosed 6 US equity positions worth $69.4m in its Q1 2025 13F filing. The largest position was TRDA at 57.0% of the reported book, followed by 2662247D and DYN. Against the Q4 2024 filing, it opened 0 new positions, added to 1 and reduced 2 among the top 6 holdings.
What did MPM Asset Management LLC own in Q1 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | TRDA Entrada Therapeutics, Inc. | 57.0% | $39.6m | 4,381,062 | 0% | held | |
| 2 | 2662247D iTeos Therapeutics, Inc. | 23.5% | $16.4m | 2,738,785 | 0% | held | |
| 3 | DYN Dyne Therapeutics, Inc. | Healthcare | 10.3% | $7.1m | 682,376 | 0% | held |
| 4 | HOWL Werewolf Therapeutics, Inc. | 6.0% | $4.2m | 4,309,860 | 1% | added | |
| 5 | RPTX Repare Therapeutics, Inc. | 1.6% | $1.1m | 1,121,318 | -33% | reduced | |
| 6 | ADAPY Adaptimmune Therapeutics plc | Healthcare | 1.5% | $1.1m | 5,335,715 | -4% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.