MWG Management Ltd.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), MWG Management Ltd. reported 3 stock positions worth $81.3 million. Its top holding was Beam Therapeutics (BEAM) at 67.7% of the portfolio, followed by Lyell Immunopharma (LYEL, 20.1%) and Prime Medicine (PRME, 12.2%). Compared with Q2 2025, it opened 1 new position and sold out of 1. The biggest buy was a new position in Lyell Immunopharma (LYEL) and the biggest sale an exit from Lyell Immunopharma (LYEL).

Most Recent 13F
Q3 2025
Location
Washington, DC
CIK
0001845151
Portfolio Value
$81.3M (Q3 2025)
SEC Filing
0001193125-25-277944 ↗ filed Nov 12, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $135.1M Q1 2024 Q2 2024: $91.6M Q2 2024 Q3 2024: $90.3M Q3 2024 Q4 2024: $74.4M Q4 2024 Q1 2025: $58.7M Q1 2025 Q2 2025: $51.9M Q2 2025 Q3 2025: $81.3M $81.3M Q3 2025

Holdings 3 stocks · $81.3M
BEAM Beam Therapeutics Inc. 67.66% 2,266,934 $55.0M No change
LYEL Lyell Immunopharma Inc. 20.13% 1,008,116 $16.4M New
PRME Prime Medicine Inc. 12.21% 1,792,210 $9.9M No change

Portfolio Sells Q2 2025 → Q3 2025
LYEL Lyell Immunopharma Inc. Sold out 0.00% −17.17

Portfolio Buys Q2 2025 → Q3 2025
LYEL Lyell Immunopharma Inc. New 20.13% +20.13

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 3$81.3MBEAM, LYEL, PRME
Q2 2025 3$51.9MBEAM, LYEL, PRME
Q1 2025 3$58.7MBEAM, LYEL, PRME
Q4 2024 3$74.4MBEAM, LYEL, PRME
Q3 2024 3$90.3MBEAM, LYEL, PRME
Q2 2024 3$91.6MBEAM, LYEL, PRME
Q1 2024 3$135.1MBEAM, LYEL, PRME