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MPM ASSET MANAGEMENT LLC

Q1 2025 · Filed 2025-05-15
Market Value
$69M
-44.2%
Holdings
6
New Purchases
0
Added To
1
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ITOS 23.55% 16.91% +6.64% $16M
HOWL 6.03% 5.10% +0.94% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TRDA 57.04% 60.89% -3.86% $40M
DYN 10.28% 12.92% -2.64% $7M
ADAP 1.51% 2.41% -0.89% $1M
RPTX 1.59% 1.77% -0.18% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $7M 10.3%
Small Cap 1 $16M 23.5%
Micro Cap 4 $46M 66.2%

Portfolio Analytics

Avg Market Cap
$631M
Median Market Cap
$184M
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.06
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TRDA 57.04% 4,381,062 $40M $9.04 -$36M
2 ITOS 23.55% 2,738,785 $16M $5.97 -$5M
3 DYN 10.28% 682,376 $7M $10.46 -$9M
4 HOWL 6.03% 4,309,860 $4M $0.97 -$2M +25,688 +0.6%
5 RPTX 1.59% 1,121,318 $1M $0.99 -$1M -562,389 -33.4%
6 ADAP 1.51% 5,335,715 $1M $0.20 -$2M -219,746 -4.0%
View SEC EDGAR Filings for MPM ASSET MANAGEMENT LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms