First Turn Management
Latest statistics and disclosures from First Turn Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ABVX, RVMD, INSM, BBIO, MIRM, and represent 26.49% of First Turn Management's stock portfolio.
- Added to shares of these 10 stocks: TERN (+$35M), COGT (+$29M), GH (+$28M), IDYA (+$25M), VRDN (+$22M), FULC (+$21M), SRRK (+$20M), RYTM (+$16M), OLMA (+$15M), RCUS (+$14M).
- Started 12 new stock positions in SRRK, GH, FULC, PRAX, TERN, RCUS, QURE, IDYA, COGT, VRDN. RYTM, OLMA.
- Reduced shares in these 10 stocks: MRUS (-$35M), ACLX (-$26M), , IRON (-$19M), AKRO (-$19M), ELVN (-$16M), JANX (-$16M), ARGX (-$13M), ADMA (-$12M), UTHR (-$11M).
- Sold out of its positions in ADMA, AKRO, ACLX, ELVN, HROW, JANX, NBIX, MRUS.
- First Turn Management was a net buyer of stock by $70M.
- First Turn Management has $875M in assets under management (AUM), dropping by 31.41%.
- Central Index Key (CIK): 0001993440
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Portfolio Holdings for First Turn Management
First Turn Management holds 33 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Abivax Sa Sponsored Ads (ABVX) | 5.9 | $51M | +30% | 381k | 134.85 |
|
| Revolution Medicines (RVMD) | 5.8 | $51M | 638k | 79.65 |
|
|
| Insmed Com Par $.01 (INSM) | 5.3 | $46M | -17% | 264k | 174.04 |
|
| Bridgebio Pharma (BBIO) | 5.2 | $46M | 596k | 76.49 |
|
|
| Mirum Pharmaceuticals (MIRM) | 4.3 | $38M | -15% | 482k | 78.99 |
|
| Axsome Therapeutics (AXSM) | 4.3 | $38M | +35% | 207k | 182.64 |
|
| Nuvalent Inc-a (NUVL) | 4.2 | $37M | -6% | 369k | 100.59 |
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| Xenon Pharmaceuticals (XENE) | 4.1 | $36M | 800k | 44.82 |
|
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| Apogee Therapeutics (APGE) | 4.1 | $36M | +17% | 475k | 75.48 |
|
| Terns Pharmaceuticals (TERN) | 4.0 | $35M | NEW | 872k | 40.40 |
|
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 3.6 | $31M | +24% | 894k | 35.08 |
|
| United Therapeutics Corporation (UTHR) | 3.5 | $31M | -25% | 64k | 487.25 |
|
| Vera Therapeutics Cl A (VERA) | 3.5 | $31M | +69% | 602k | 50.64 |
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| Cogent Biosciences (COGT) | 3.3 | $29M | NEW | 824k | 35.52 |
|
| Ascendis Pharma A/s Sponsored Adr (ASND) | 3.2 | $28M | -9% | 132k | 213.24 |
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| Guardant Health (GH) | 3.2 | $28M | NEW | 272k | 102.14 |
|
| Roivant Sciences SHS (ROIV) | 2.9 | $26M | +23% | 1.2M | 21.70 |
|
| Ideaya Biosciences (IDYA) | 2.9 | $25M | NEW | 724k | 34.57 |
|
| Miragen Therapeutics (VRDN) | 2.5 | $22M | NEW | 691k | 31.12 |
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| Fulcrum Therapeutics (FULC) | 2.4 | $21M | NEW | 1.9M | 11.31 |
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| Cytokinetics Com New (CYTK) | 2.4 | $21M | +27% | 326k | 63.54 |
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| Scholar Rock Hldg Corp (SRRK) | 2.3 | $20M | NEW | 460k | 44.05 |
|
| Argenx Se Sponsored Adr (ARGX) | 2.2 | $20M | -40% | 23k | 840.95 |
|
| Natera (NTRA) | 2.1 | $19M | 81k | 229.09 |
|
|
| Oric Pharmaceuticals (ORIC) | 1.9 | $16M | -6% | 2.0M | 8.18 |
|
| Kymera Therapeutics (KYMR) | 1.8 | $16M | -25% | 206k | 77.81 |
|
| Rhythm Pharmaceuticals (RYTM) | 1.8 | $16M | NEW | 146k | 107.04 |
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| Olema Pharmaceuticals (OLMA) | 1.8 | $15M | NEW | 618k | 25.00 |
|
| Arcus Biosciences Incorporated (RCUS) | 1.5 | $14M | NEW | 565k | 23.83 |
|
| Disc Medicine (IRON) | 1.4 | $12M | -61% | 153k | 79.41 |
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| Praxis Precision Medicines I Com New (PRAX) | 1.2 | $11M | NEW | 36k | 294.74 |
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| Uniqure Nv SHS (QURE) | 0.9 | $7.7M | NEW | 322k | 23.93 |
|
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.4 | $3.5M | 263k | 13.18 |
|
Past Filings by First Turn Management
SEC 13F filings are viewable for First Turn Management going back to 2023
- First Turn Management 2025 Q4 filed Feb. 13, 2026
- First Turn Management 2025 Q3 filed Nov. 14, 2025
- First Turn Management 2025 Q2 filed Aug. 14, 2025
- First Turn Management 2025 Q1 filed May 15, 2025
- First Turn Management 2024 Q4 filed Feb. 14, 2025
- First Turn Management 2024 Q3 filed Nov. 7, 2024
- First Turn Management 2024 Q1 filed May 6, 2024
- First Turn Management 2023 Q4 filed Feb. 8, 2024