MPM ASSET MANAGEMENT LLC — 13F Holdings & Portfolio
CIK 1263048 · latest 13F-HR filed 2025-11-14
MPM ASSET MANAGEMENT LLC manages $44.5M in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are TRDA (57.09%), DYN (19.40%), HOWL (19.08%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 0 new positions and exited 1; 3 existing positions rose in reported value and 1 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2025-11-14
vs 2025-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 25Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 25 → Q3 25Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
2 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Apr 28, 2026.
SUITE 1100
BOSTON, MA 02116
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| FOLEY, TODD, THOMAS Control | MANAGING DIRECTOR since Nov 2015 | Less than 5% | Individual |
| Furey, Brendan, Michael Control | CHIEF COMPLIANCE OFFICER since Nov 2022 | Less than 5% | Individual |
| GADICKE, ANSBERT, KARL Control | MANAGING MEMBER since Nov 2015 | 25–50% | Individual |
| MPM CAPITAL LLC Control | MEMBER since Nov 2015 | 50–75% | Domestic Entity |
| Risoleo, Robert, Samuel Control | GENERAL COUNSEL since Nov 2022 | Less than 5% | Individual |
| WOLF, CHRISTOPHER, JAMES Control | CHIEF FINANCIAL OFFICER since Jan 2024 | Less than 5% | Individual |
| ANSBERT K. GADICKE 2015 IRREVOCABLE TRUST II Control Indirect owner via MPM FOUNDERS LLC | MEMBER since Nov 2015 | 25–50% | Domestic Entity |
| BARDON, CHRISTIANA, GOH Control Indirect owner via ANSBERT K. GADICKE 2015 IRREVOCABLE TRUST II | TRUSTEE since Nov 2015 | General partner, trustee or manager | Individual |
| GADICKE 2012 IRREVOCABLE TRUST Control Indirect owner via MPM FOUNDERS LLC | MEMBER since Nov 2015 | 25–50% | Domestic Entity |
| GADICKE, ANSBERT, KARL Control Indirect owner via GADICKE 2012 IRREVOCABLE TRUST | TRUSTEE since Jan 2012 | General partner, trustee or manager | Individual |
| MPM FOUNDERS LLC Control Indirect owner via MPM CAPITAL LLC | MEMBER since Dec 1999 | 75% or more | Domestic Entity |
| EVNIN, LUKE, BASIL Indirect owner via MPM FOUNDERS LLC | MEMBER since Dec 1999 | 50–75% | Individual |
| KARGER, PAUL, N Indirect owner via ANSBERT K. GADICKE 2015 IRREVOCABLE TRUST II | TRUSTEE since Jan 2015 | General partner, trustee or manager | Individual |
Ownership & leadership changes · 16 filings with changes since Mar 28, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedLAGUERRE, KRISTEN, LEE · PARTNER, FINANCE AND OPERATIONS · Less than 5% · control person · listed since Oct 2019
- No longer listedEVNIN, LUKE, BASIL · SENIOR ADVISOR · Less than 5% · listed since Jan 2024
- AddedWOLF, CHRISTOPHER, JAMES · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ChangedGADICKE, ANSBERT, KARL · title MANAGING DIRECTOR → MANAGING MEMBER
- AddedRisoleo, Robert, Samuel · GENERAL COUNSEL · Less than 5% · control person
- ChangedEVNIN, LUKE, BASIL · title MANAGING DIRECTOR → SENIOR ADVISOR; ownership 10–25% → Less than 5%
- ChangedGADICKE, ANSBERT, KARL · ownership 10–25% → 25–50%
- ChangedLAGUERRE, KRISTEN, LEE · title CHIEF FINANCIAL OFFICER AND CHIEF OPERATIONS OFFICER → PARTNER, FINANCE AND OPERATIONS
- No longer listedHURWITZ, EDWARD, MARTIN · MANAGING DIRECTOR · Less than 5% · control person · listed since Nov 2015
- ChangedEVNIN, LUKE, BASIL · indirect via MPM FOUNDERS LLC: no longer a control person
- ChangedEVNIN, LUKE, BASIL · no longer a control person
- No longer listedCRISPEN, JEFF, WILLIAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2022
- AddedFurey, Brendan, Michael · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- No longer listedMCGRATH, NICHOLAS, MYLES · GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jun 2019
- AddedCRISPEN, JEFF, WILLIAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedANSBERT K. GADICKE 2015 IRREVOCABLE TRUST II · MEMBER · 25–50% · indirect via MPM FOUNDERS LLC · control person
- AddedBARDON, CHRISTIANA, GOH · TRUSTEE · General partner, trustee or manager · indirect via ANSBERT K. GADICKE 2015 IRREVOCABLE TRUST II · control person
- AddedGADICKE, ANSBERT, KARL · TRUSTEE · General partner, trustee or manager · indirect via GADICKE 2012 IRREVOCABLE TRUST · control person
- AddedKARGER, PAUL, N · TRUSTEE · General partner, trustee or manager · indirect via ANSBERT K. GADICKE 2015 IRREVOCABLE TRUST II
- ChangedLAGUERRE, KRISTEN, LEE · title MANAGING DIRECTOR, FINANCE → CHIEF FINANCIAL OFFICER AND CHIEF OPERATIONS OFFICER
- No longer listedCauley, Lauren · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Nov 2015
- No longer listedREED, SARAH · CHIEF OPERATING OFFICER AND GENERAL COUNSEL · Less than 5% · control person · listed since Nov 2015
- No longer listedRUBIN, HOWARD, BRUCE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2018
- AddedLAGUERRE, KRISTEN, LEE · MANAGING DIRECTOR, FINANCE · Less than 5% · control person
- AddedMCGRATH, NICHOLAS, MYLES · GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- No longer listedGEESAMAN, BARD, JAMES · MANAGING DIRECTOR · Less than 5% · control person · listed since Nov 2015
- No longer listedANSBERT K. GADICKE 2015 IRREVOCABLE TRUST II · PARTNER · 10–25% · control person · listed since Nov 2015
- No longer listedASBERT K. GADICKE 2015 IRREVOCABLE TRUST II · MEMBER · 25–50% · indirect via MPM FOUNDERS LLC · control person · listed since Jan 2015
- No longer listedBARD J. GEESAMAN 2015 IRREVOCABLE TRUST · PARTNER · 10–25% · control person · listed since Nov 2015
- No longer listedCHRISTIANA G. BARDON 2015 IRREVOCABLE TRUST II · PARTNER · 10–25% · control person · listed since Nov 2015
- AddedGADICKE 2012 IRREVOCABLE TRUST · MEMBER · 25–50% · indirect via MPM FOUNDERS LLC · control person
- AddedHURWITZ, EDWARD, MARTIN · MANAGING DIRECTOR · Less than 5% · control person
- ChangedEVNIN, LUKE, BASIL · ownership Less than 5% → 10–25%
Older changes (7 more filings)
- No longer listedGADICKE, ANSBERT, S · MEMBER · 50–75% · indirect via MPM FOUNDERS LLC · control person · listed since Dec 1999
- No longer listedSCOPA, JAMES, PAUL · MANAGING DIRECTOR · Less than 5% · control person · listed since May 2005
- AddedASBERT K. GADICKE 2015 IRREVOCABLE TRUST II · MEMBER · 25–50% · indirect via MPM FOUNDERS LLC · control person
- AddedRUBIN, HOWARD, BRUCE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedGEESAMAN, BARD, JAMES · title CHIEF COMPLIANCE OFFICER → MANAGING DIRECTOR
- ChangedBARD J. GEESAMAN 2015 IRREVOCABLE TRUST · title PARRTNER → PARTNER
- AddedANSBERT K. GADICKE 2015 IRREVOCABLE TRUST II · PARTNER · 10–25% · control person
- AddedBARD J. GEESAMAN 2015 IRREVOCABLE TRUST · PARRTNER · 10–25% · control person
- AddedCHRISTIANA G. BARDON 2015 IRREVOCABLE TRUST II · PARTNER · 10–25% · control person
- AddedCauley, Lauren · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- AddedGEESAMAN, BARD, JAMES · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedREED, SARAH · CHIEF OPERATING OFFICER AND GENERAL COUNSEL · Less than 5% · control person
- ChangedEVNIN, LUKE, BASIL · ownership 10–25% → Less than 5%
- No longer listedKAILIAN, VAUGHN · MANAGING DIRECTOR · Less than 5% · control person · listed since May 2005
- No longer listedVANDER VORT, JOHN, W. · MANAGING DIRECTOR, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since May 2005
- No longer listedST. PETER, STEVEN · MANAGING DIRECTOR · Less than 5% · listed since Jan 2004
- ListedEVNIN, LUKE, BASIL · MEMBER · 50–75% · indirect via MPM FOUNDERS LLC · control person
- ListedEVNIN, LUKE, BASIL · MANAGING DIRECTOR · 10–25% · control person
- ListedFOLEY, TODD, THOMAS · MANAGING DIRECTOR · Less than 5% · control person
- ListedGADICKE, ANSBERT, KARL · MANAGING DIRECTOR · 10–25% · control person
- ListedGADICKE, ANSBERT, S · MEMBER · 50–75% · indirect via MPM FOUNDERS LLC · control person
- ListedKAILIAN, VAUGHN · MANAGING DIRECTOR · Less than 5% · control person
- ListedMPM CAPITAL LLC · MEMBER · 50–75% · control person
- ListedMPM FOUNDERS LLC · MEMBER · 75% or more · indirect via MPM CAPITAL LLC · control person
- ListedSCOPA, JAMES, PAUL · MANAGING DIRECTOR · Less than 5% · control person
- ListedST. PETER, STEVEN · MANAGING DIRECTOR · Less than 5%
- ListedVANDER VORT, JOHN, W. · MANAGING DIRECTOR, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- Werewolf Therapeutics, Inc.$3.8M +80.7%
- Dyne Therapeutics, Inc.$2.1M +32.9%
- Repare Therapeutics, Inc.$414.9K +26.6%
MPM ASSET MANAGEMENT LLC Holdings (2025-09-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Entrada Therapeutics, Inc. | TRDA | 29384C108 | $25.4M | 57.09% | 4,381,062 | SH |
| 2 | Dyne Therapeutics, Inc. | DYN | 26818M108 | $8.6M | 19.40% | 682,376 | SH |
| 3 | Werewolf Therapeutics, Inc. | HOWL | 95075A107 | $8.5M | 19.08% | 4,309,860 | SH |
| 4 | Repare Therapeutics, Inc. | RPTX | 760273102 | $2.0M | 4.43% | 1,121,318 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-09-30 | 2025-11-14 | $44.5M | 4 | 0001193125-25-283116 |
| 2025-06-30 | 2025-08-14 | $43.3M | 5 | 0000950123-25-008430 |