Data as of Q4 2025 (Dec 31, 2025)

MWG Caph Ltd

โ€ขCIK: 2111120โ€ขFiling: Q4 2025

**MWG Caph Ltd** manages $72M across a concentrated portfolio of three key positions. The fund exhibits significant conviction in its top holdings, with BEAM representing the largest allocation at $35.1M. Further substantial exposure is maintained in LYEL, valued at $31.0M, rounding out the core portfolio with a $6.2M stake in PRME. This structure suggests a highly focused, high-conviction approach to capital deployment.

Total AUM
$72.4M
QoQ Performance
N/A
Positions
3
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

BEAM
LYEL
PRME
BEAM48.5%
LYEL42.9%
PRME8.6%

๐Ÿ“ˆ Biggest Buys

BEAM
BEAM THERAPEUTICS INC
NEW
48.5% of portfolio
LYEL
LYELL IMMUNOPHARMA INC
NEW
42.9% of portfolio
PRME
PRIME MEDICINE INC
NEW
8.6% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other100.0%