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MPM ASSET MANAGEMENT LLC

Q2 2025 · Filed 2025-08-14
Market Value
$43M
-37.6%
Holdings
6
New Purchases
0
Added To
0
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
16.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TRDA 67.92% 57.04% +10.88% $29M
HOWL 10.84% 6.03% +4.80% $5M
DYN 14.99% 10.28% +4.71% $6M
RPTX 3.60% 1.59% +2.00% $2M
ADAP 2.66% 1.51% +1.15% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ITOS 0.00% 23.55% -23.55% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $6M 15.0%
Small Cap 1 $0 0.0%
Micro Cap 4 $37M 85.0%

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 67.92% 4,381,062 $29M $6.72 -$10M
2 DYN 14.99% 682,376 $6M $9.52 -$641K
3 HOWL 10.84% 4,309,860 $5M $1.09 $509K
4 RPTX 3.60% 1,121,318 $2M $1.39 $453K
5 ADAP 2.66% 4,809,677 $1M $0.24 $102K -526,038 -9.9%
6 ITOS —% -$16M -2,738,785 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ITOS —%
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