MPM Asset Management
BOSTON, MAfiles as MPM ASSET MANAGEMENT LLC
$45m in 4 US stocks at the end of 30 September 2025. The top 10 are 100.0% of the money. It changed about 13.5% of the portfolio this quarter.
Value
$45m
Stocks
4
Top 10 share
100.0%
Turnover
13.5%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- Adaptimmune TherapeuticsADAPY-100%
Holdings
- Repare Therapeutics
- Share
- 4.4%
- Value
- $2m
- Shares
- 1,121,318
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Entrada TherapeuticsTRDA | 57.1% | $25m | 4,381,062 | Held |
| Dyne TherapeuticsDYN | 19.4% | $9m | 682,376 | Held |
| Werewolf TherapeuticsHOWL | 19.1% | $8m | 4,309,860 | Held |
| Repare Therapeutics | 4.4% | $2m | 1,121,318 | Held |
Over time and by industry
Value over time
Sep '25
Value is up 2.7% since 30 June 2025.
Where the money is
Health care95.6%
Other4.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.