DOSSIER · 13F-HR · Q3 2025
MPM ASSET MANAGEMENT LLC
$43M in tracked AUM across 3 positions as of Q3 2025.
MA
CIK 0001263048 · last filed Sep 30, 2025
AI Analysis · Q3 2025
Based on the SEC 13F filing data provided for MPM Asset Management LLC as of September 30, 2025, here is a comprehensive analysis.
Portfolio Overview
MPM Asset Management LLC presents a highly concentrated, high-conviction investment portfolio with a total value of $42.53 million. The fund’s strategy is characterized by extreme selectivity, holding only 3 positions, which indicates a preference for idiosyncratic risk over broad market diversification. The portfolio experienced a slight con...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2025. Methodology
Quarter at a glance — Q3 2025
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2025.
Filing history
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