MWG Management Ltd. — 13F Holdings & Portfolio

CIK 1845151 · latest 13F-HR filed 2025-11-12

MWG Management Ltd. manages $81.3M in 13F-reported U.S. long-equity assets across 3 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are BEAM (67.66%), LYEL (20.13%), PRME (12.21%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 1 new position, exited 1, added to 2, and trimmed 0.

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.

Loading holdings…
AUM

$81.3M

Long-equity book

Holdings

3

Distinct positions

Period

2025-09-30

Filed 2025-11-12

Q/Q Activity

+1 / −1 / ↑2 / ↓0

vs 2025-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BEAM THERAPEUTICS INC$16.5M +42.7%
  • PRIME MEDICINE INC$5.5M +124.3%
Show all 2

Top Trims

  • No decreased positions.
Show all 0

New Positions

  • LYELL IMMUNOPHARMA INC$16.4M
Show all 1

Exited Positions

  • LYELL IMMUNOPHARMA INC$8.9M
Show all 1
All Holdings

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 BEAM THERAPEUTICS INC BEAM 07373V105 $55.0M 67.66% 2,266,934 SH
2 LYELL IMMUNOPHARMA INC LYEL 55083R203 $16.4M 20.13% 1,008,116 SH
3 PRIME MEDICINE INC PRME 74168J101 $9.9M 12.21% 1,792,210 SH
Filing History
Period Filed AUM Holdings Accession
2025-09-30 2025-11-12 $81.3M 3 0001193125-25-277944
2025-06-30 2025-08-14 $51.9M 3 0000950123-25-008264