Erste Asset Management GmbH MIRM — MIRUM PHARMACEUTICALS, INC.

Ownership history in Erste Asset Management GmbH  ·  8 quarters on record

AI Ownership Summary

Erste Asset Management GmbH reported MIRUM PHARMACEUTICALS, INC. (MIRM) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.2% in 2026 Q2. The latest visible filing shows MIRM at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MIRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Erste Asset Management GmbH's position in MIRUM PHARMACEUTICALS, INC., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MIRM was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MIRM stock page Erste Asset Management GmbH fund profile Erste Asset Management GmbH full holdings
How Erste Asset Management GmbH held MIRM — position size vs. price
% of Fund (quarterly)    MIRM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 205,000 -5,000 -2.4% 0.20% $25.2M 2026-07-28 $112.23
2026 Q1 REDUCED 16.0% +33.1% ❌ 210,000 -40,000 -16.0% 0.17% $18.5M 2026-05-11 $106.17
2025 Q4 UNCHANGED — — — 250,000 — 0% 0.17% $19.8M 2026-02-11 $99.88
2025 Q3 REDUCED — — — 250,000 -10,000 -3.8% 0.18% $18.2M 2025-11-12 $70.78
2025 Q2 UNCHANGED — — — 260,000 — 0% 0.11% $13.2M 2025-08-14 $64.83
2025 Q1 UNCHANGED — — — 260,000 — 0% 0.15% $11.7M 2025-05-14 $44.39
2024 Q4 ADDED — — — 260,000 +35,000 +15.6% 0.13% $10.7M 2025-02-10 $50.46
2024 Q3 INITIATED — — — 225,000 — — 0.12% $7.1M 2024-11-26 $45.15

🏢 Other funds also holding MIRM

As of 2026 Q2 — sorted by position size

Atle Fund Management AB 3Y 7Y 3.17% NAN FUNG TRINITY (HK) Ltd 3Y 2.69% Capricorn Fund Managers Ltd 3Y 0.93% Secure Asset Management, LLC 3Y 0.77% Yorktown Management & Research Co Inc 3Y 7Y 0.4% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.34% Ellsworth Advisors, LLC 3Y 0.21% PSP Research LLC 0.16% RiverPark Advisors, LLC 3Y 7Y 0.15% OAK RIDGE INVESTMENTS LLC 3Y 7Y 0.15%

FAQ About Erste Asset Management GmbH and MIRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Erste Asset Management GmbH reported owning MIRM?

Erste Asset Management GmbH reported MIRM across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported MIRM position in Erste Asset Management GmbH's portfolio?

The largest reported portfolio weight for MIRM was 0.20% in 2026 Q2.

What is the latest reported MIRM position on this page?

The most recent filing on this page is 2026 Q2, when Erste Asset Management GmbH reported 205,000 shares, equal to 0.20% of portfolio, with an estimated market value of $25.2M.

What does the chart on this MIRM ownership page compare?

The chart compares Erste Asset Management GmbH's quarterly MIRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Erste Asset Management GmbH time their MIRM position?

Based on 13F filing dates vs. subsequent MIRM price moves, Erste Asset Management GmbH correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on MIRM relative to SPY over the holding period was +50.9%.

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