Ownership history in MPM ASSET MANAGEMENT LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which MPM ASSET MANAGEMENT LLC reported a position in Dyne Therapeutics, Inc. (DYN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MPM ASSET MANAGEMENT LLC outperformed the S&P 500 by +17.8% annually on this DYN position. Timing score: 50% (2/4 decisions correct). Average cost basis: $20.19. Maximum drawdown during holding period: β73.5%.
π₯ Exceptional β beat the S&P 500 by 17.8% per year on this position.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $20.19 (2020 Q3) Β· Worst: $20.19 (2020 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
1 add Β· 3 trims. Bought during 0 of 12 down-price quarters. π Predominantly trimming β distribution phase.
π MPM ASSET MANAGEMENT LLC has been actively increasing its DYN allocation β a bullish signal from insiders.
Currently 19.4% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size