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Showing Q3 2025 data
MPM ASSET MANAGEMENT LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
MPM ASSET MANAGEMENT LLC
•CIK: 1263048•Filing: Q3 2025
**MPM ASSET MANAGEMENT LLC** is a focused investment manager currently overseeing $45M in assets. The firm maintains a concentrated portfolio of four key positions, with a significant allocation to TRDA at $25.4M, representing over 56% of reported holdings. Further diversification is provided by substantial stakes in DYN ($8.6M) and HOWL ($8.5M). This structure suggests a high-conviction, concentrated approach to generating alpha.
Total AUM
$44.5M
QoQ Performance
+2.7%
Positions
4
Top 10 Concentration
100.0%
Latest Filing
Q3 2025
Top Holdings Allocation
TRDA
DYN
HOWL
TRDA57.1%
DYN19.4%
HOWL19.1%
RPTX4.4%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q2 2025
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023