MWG Management
Washington, DCfiles as MWG Management Ltd.
$81m in 3 US stocks at the end of 30 September 2025. The top 10 are 100.0% of the money. It changed about 23.8% of the portfolio this quarter.
Value
$81m
Stocks
3
Top 10 share
100.0%
Turnover
23.8%
What changed this quarter
New
Bought for the first time this quarter.
- Lyell ImmunopharmaLYEL20.1% of the fund
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.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Beam TherapeuticsBEAM | 67.7% | $55m | 2,266,934 | Held |
| Lyell ImmunopharmaLYEL | 20.1% | $16m | 1,008,116 | New |
| Prime MedicinePRME | 12.2% | $10m | 1,792,210 | Held |
Over time and by industry
Value over time
Sep '25
Value is up 56.7% since 30 June 2025.
Where the money is
Health care100.0%
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.