MPM Asset Management LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
MPM Asset Management LLC disclosed 5 US equity positions worth $43.3m in its Q2 2025 13F filing. The largest position was TRDA at 67.9% of the reported book, followed by DYN and HOWL. Against the Q1 2025 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 5 holdings.
What did MPM Asset Management LLC own in Q2 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TRDA Entrada Therapeutics, Inc. | 67.9% | $29.4m | 4,381,062 | 0% | held | |
| 2 | DYN Dyne Therapeutics, Inc. | Healthcare | 15.0% | $6.5m | 682,376 | 0% | held |
| 3 | HOWL Werewolf Therapeutics, Inc. | 10.8% | $4.7m | 4,309,860 | 0% | held | |
| 4 | RPTX Repare Therapeutics, Inc. | 3.6% | $1.6m | 1,121,318 | 0% | held | |
| 5 | ADAPY Adaptimmune Therapeutics plc | Healthcare | 2.7% | $1.2m | 4,809,677 | -10% | 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.