LM
MRSN

Luminus Management’s Mersana Therapeutics MRSN Stock Holding History

Luminus Management’s Portfolio MRSN Stock Details MRSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-50,000
Closed -$388K – 26
2025
Q3 		$388K Buy
50,000
+8,427
+20% +$63.2K 0.35% 15
2025
Q2 		$308K Buy
+41,573
New +$365K 0.08% 16

Other funds holding MRSN

NI
Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return
AV
Alamea Verwaltungs Edison, New Jersey $125M AUM 27.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Luminus Management's MRSN Position: Q4 2025 in Review

Luminus Management sold out of Mersana Therapeutics (MRSN) in Q4 2025, closing a stake of 50,000 shares — an estimated $388K sold.

Luminus Management first reported a position in MRSN in Q2 2025 and held it in 2 quarters. The position peaked at $388K in Q3 2025. 51 funds tracked by Wall St. Rank hold MRSN as of Q4 2025.

  • Luminus Management reported no remaining Mersana Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Luminus Management sold 50,000 Mersana Therapeutics shares in Q4 2025, an estimated $388K.
  • Luminus Management first reported a position in Mersana Therapeutics in Q2 2025 and held it in 2 quarters.
  • Luminus Management's Mersana Therapeutics position peaked at $388K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Mersana Therapeutics as of Q4 2025.

Based on Luminus Management's 13F filing for Q4 2025, filed 17 Feb 2026.