First Turn Management
Latest statistics and disclosures from First Turn Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are INSM, MIRM, UTHR, MRUS, NUVL, and represent 28.95% of First Turn Management's stock portfolio.
- Added to shares of these 10 stocks: UTHR (+$36M), NBIX (+$26M), ABVX (+$25M), KYMR (+$16M), ROIV (+$15M), CYTK (+$14M), AKRO (+$13M), RVMD (+$11M), ACLX (+$8.1M), MRUS (+$7.4M).
- Started 7 new stock positions in CYTK, KYMR, ROIV, UTHR, NBIX, ABVX, MLTX.
- Reduced shares in these 10 stocks: VRNA (-$29M), , , TGTX (-$16M), GH (-$16M), BSX (-$15M), RDNT (-$11M), HQY (-$8.5M), SPRY (-$8.0M), INSM (-$7.6M).
- Sold out of its positions in ALNY, BBNX, BSX, GH, HQY, PODD, ISRG, KALV, RDNT, SPRY. SLNO, TGTX, VRNA.
- First Turn Management was a net buyer of stock by $41M.
- First Turn Management has $666M in assets under management (AUM), dropping by 24.25%.
- Central Index Key (CIK): 0001993440
Tip: Access up to 7 years of quarterly data
Positions held by First Turn Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for First Turn Management
First Turn Management holds 29 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Insmed Com Par $.01 (INSM) | 6.9 | $46M | -14% | 320k | 144.01 |
|
| Mirum Pharmaceuticals (MIRM) | 6.3 | $42M | +8% | 571k | 73.31 |
|
| United Therapeutics Corporation (UTHR) | 5.4 | $36M | NEW | 85k | 419.21 |
|
| Merus N V (MRUS) | 5.3 | $35M | +26% | 372k | 94.15 |
|
| Nuvalent Inc-a (NUVL) | 5.1 | $34M | +23% | 395k | 86.48 |
|
| Xenon Pharmaceuticals (XENE) | 4.8 | $32M | +21% | 800k | 40.15 |
|
| Bridgebio Pharma (BBIO) | 4.6 | $31M | +6% | 590k | 51.94 |
|
| Revolution Medicines (RVMD) | 4.5 | $30M | +54% | 643k | 46.70 |
|
| Ascendis Pharma A/s Sponsored Adr (ASND) | 4.4 | $29M | +8% | 146k | 198.81 |
|
| Argenx Se Sponsored Adr (ARGX) | 4.3 | $29M | -11% | 39k | 737.56 |
|
| Disc Medicine (IRON) | 3.9 | $26M | +32% | 398k | 66.08 |
|
| Oric Pharmaceuticals (ORIC) | 3.9 | $26M | +7% | 2.2M | 12.00 |
|
| Arcellx Common Stock (ACLX) | 3.9 | $26M | +45% | 314k | 82.10 |
|
| Neurocrine Biosciences (NBIX) | 3.8 | $26M | NEW | 182k | 140.38 |
|
| Abivax Sa Sponsored Ads (ABVX) | 3.7 | $25M | NEW | 292k | 84.90 |
|
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 3.1 | $20M | +37% | 717k | 28.44 |
|
| Akero Therapeutics (AKRO) | 2.8 | $19M | +246% | 397k | 47.48 |
|
| Axsome Therapeutics (AXSM) | 2.8 | $19M | +5% | 153k | 121.45 |
|
| Enliven Therapeutics (ELVN) | 2.4 | $16M | +53% | 783k | 20.47 |
|
| Apogee Therapeutics (APGE) | 2.4 | $16M | +29% | 403k | 39.73 |
|
| Kymera Therapeutics (KYMR) | 2.4 | $16M | NEW | 278k | 56.60 |
|
| Janux Therapeutics (JANX) | 2.3 | $16M | +42% | 640k | 24.44 |
|
| Roivant Sciences SHS (ROIV) | 2.2 | $15M | NEW | 960k | 15.13 |
|
| Cytokinetics Com New (CYTK) | 2.1 | $14M | NEW | 255k | 54.96 |
|
| Natera (NTRA) | 2.0 | $13M | -31% | 81k | 160.97 |
|
| Adma Biologics (ADMA) | 1.8 | $12M | -25% | 809k | 14.66 |
|
| Vera Therapeutics Cl A (VERA) | 1.5 | $10M | +14% | 355k | 29.06 |
|
| Harrow Health (HROW) | 1.2 | $7.7M | -29% | 160k | 48.18 |
|
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.3 | $1.9M | NEW | 263k | 7.17 |
|
Past Filings by First Turn Management
SEC 13F filings are viewable for First Turn Management going back to 2023
- 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