Institutional Manager · CIK 0001263048
MPM ASSET MANAGEMENT LLC
BOSTON, MA · File #028-13379
Latest AUM
$44.5M
Positions
4
Top-10 Concentration
100.0%
Filings
8
Portfolio Value Over Time
2023-12
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | Adaptimmune Therapeutics plc | 00653A107 | -4,809,677 | -$1.2M | $0 |
| REDUCE | Dyne Therapeutics, Inc. | 26818M108 | 0 | $0 | +$2.1M |
| REDUCE | Entrada Therapeutics, Inc. | 29384C108 | 0 | $0 | -$4.0M |
| REDUCE | Repare Therapeutics, Inc. | 760273102 | 0 | $0 | +$414,888 |
| REDUCE | Werewolf Therapeutics, Inc. | 95075A107 | 0 | $0 | +$3.8M |
Filing History
- 13F HOLDINGS REPORTQ/E Sep 20254 pos · $44.5M
- 13F HOLDINGS REPORTQ/E Jun 20255 pos · $43.3M
- 13F HOLDINGS REPORTQ/E Mar 20256 pos · $69.4M
- 13F HOLDINGS REPORTQ/E Dec 20246 pos · $124.4M
- 13F HOLDINGS REPORTQ/E Sep 20246 pos · $145.3M
- 13F HOLDINGS REPORTQ/E Jun 20246 pos · $182.1M
- 13F HOLDINGS REPORTQ/E Mar 20246 pos · $245.2M
- 13F HOLDINGS REPORTQ/E Dec 20237 pos · $186.7M
Top 4 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Entrada Therapeutics, Inc. | 29384C108 | 4,381,062 | $25.4M | 57.09% |
| 2 | Dyne Therapeutics, Inc. | 26818M108 | 682,376 | $8.6M | 19.40% |
| 3 | Werewolf Therapeutics, Inc. | 95075A107 | 4,309,860 | $8.5M | 19.08% |
| 4 | Repare Therapeutics, Inc. | 760273102 | 1,121,318 | $2.0M | 4.43% |