Mwg Management 13F annual report

Mwg Management is an investment fund managing more than $91.6 billion ran by Nicholas Lane. There are currently 3 companies in Mr. Lane’s portfolio. The largest investments include Beam Therapeutics and Lyell Immunopharma Inc, together worth $82.3 billion.

$91.6 billion Assets Under Management (AUM)

As of 6th August 2024, Mwg Management’s top holding is 2,266,934 shares of Beam Therapeutics currently worth over $53.1 billion and making up 58.0% of the portfolio value. Relative to the number of outstanding shares of Beam Therapeutics, Mwg Management owns more than approximately 0.1% of the company. In addition, the fund holds 20,162,332 shares of Lyell Immunopharma Inc worth $29.2 billion. The third-largest holding is Prime Medicine Inc worth $9.21 billion.

Currently, Mwg Management's portfolio is worth at least $91.6 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Mwg Management

The Mwg Management office and employees reside in Washington, District Of Columbia. According to the last 13-F report filed with the SEC, Nicholas Lane serves as the Director at Mwg Management.

Recent trades

Nicholas Lane disclosed a decreased stake in Beam Therapeutics by approximately 0.1%. This leaves the value of the investment at $53.1 billion and 2,266,934 shares.

One of the smallest hedge funds

The two most similar investment funds to Mwg Management are Vida Ventures Advisors and Hudson Portfolio Management. They manage $91.4 billion and $91.4 billion respectively.

Nicholas Lane investment strategy

Mwg Management’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Health Care — making up 58.0% of the total portfolio value. The fund focuses on investments in the United States as 33.3% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up approximately 0.1% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $3.16 billion.

The complete list of Mwg Management trades based on 13F SEC filings

These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Beam Therapeutics Inc.	3.41% 2,266,934	$53,114,264,000	58.01%
Lyell Immunopharma Inc	No change 20,162,332	$29,235,381,000	31.93%
Prime Medicine Inc	No change 1,792,210	$9,211,959,000	10.06%
No transactions found
Showing first 500 out of 3 holdings