First Turn Management
Latest statistics and disclosures from First Turn Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UTHR, ABVX, BBIO, XENE, RVMD, and represent 28.71% of First Turn Management's stock portfolio.
- Added to shares of these 10 stocks: ELVN (+$25M), UTHR (+$24M), CELC (+$24M), DNTH (+$19M), PVLA (+$19M), ERAS (+$14M), ABVX (+$9.4M), BBIO (+$7.4M), IDYA (+$5.0M), QURE.
- Started 5 new stock positions in CELC, ELVN, DNTH, ERAS, PVLA.
- Reduced shares in these 10 stocks: TERN (-$29M), GH (-$28M), ARGX (-$20M), RVMD (-$17M), RYTM (-$16M), RCUS (-$14M), Ascendis Pharma A S (-$13M), IRON (-$12M), NAMS (-$11M), MIRM (-$7.5M).
- Sold out of its positions in RCUS, ARGX, IRON, GH, RYTM.
- First Turn Management was a net seller of stock by $-6.3M.
- First Turn Management has $895M in assets under management (AUM), dropping by 2.27%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 6.9 | $62M | +64% | 105k | 592.98 |
|
| Abivax Sa Sponsored Ads (ABVX) | 5.8 | $52M | +22% | 466k | 111.35 |
|
| Bridgebio Pharma (BBIO) | 5.8 | $52M | +16% | 696k | 74.26 |
|
| Xenon Pharmaceuticals (XENE) | 5.1 | $46M | 787k | 58.15 |
|
|
| Revolution Medicines (RVMD) | 5.1 | $46M | -26% | 468k | 97.25 |
|
| Apogee Therapeutics (APGE) | 4.8 | $43M | +8% | 514k | 84.17 |
|
| Insmed Com Par $.01 (INSM) | 4.5 | $41M | -5% | 249k | 163.52 |
|
| Nuvalent Inc-a (NUVL) | 4.2 | $38M | 370k | 102.45 |
|
|
| Mirum Pharmaceuticals (MIRM) | 4.1 | $37M | -16% | 401k | 92.38 |
|
| Cogent Biosciences (COGT) | 4.1 | $37M | +14% | 947k | 38.49 |
|
| Roivant Sciences SHS (ROIV) | 3.7 | $33M | 1.2M | 27.70 |
|
|
| Axsome Therapeutics (AXSM) | 3.6 | $32M | -8% | 189k | 169.02 |
|
| Ideaya Biosciences (IDYA) | 3.3 | $29M | +20% | 874k | 33.32 |
|
| Oric Pharmaceuticals (ORIC) | 2.9 | $26M | 2.0M | 12.67 |
|
|
| Enliven Therapeutics (ELVN) | 2.7 | $25M | NEW | 624k | 39.20 |
|
| Celcuity (CELC) | 2.7 | $24M | NEW | 211k | 114.14 |
|
| Scholar Rock Hldg Corp (SRRK) | 2.5 | $22M | -2% | 446k | 49.16 |
|
| Kymera Therapeutics (KYMR) | 2.4 | $21M | +23% | 255k | 83.29 |
|
| Cytokinetics Com New (CYTK) | 2.1 | $19M | -12% | 284k | 65.91 |
|
| Dianthus Therapeutics (DNTH) | 2.1 | $19M | NEW | 221k | 83.92 |
|
| Palvella Therapeutics Inc Ne (PVLA) | 2.1 | $19M | NEW | 148k | 124.65 |
|
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 2.0 | $18M | -37% | 558k | 32.01 |
|
| Miragen Therapeutics (VRDN) | 2.0 | $18M | +31% | 911k | 19.56 |
|
| Ascendis Pharma A/s Sponsored Adr | 1.9 | $18M | -42% | 76k | 228.73 |
|
| Fulcrum Therapeutics (FULC) | 1.9 | $17M | +19% | 2.3M | 7.67 |
|
| Terns Pharmaceuticals (TERN) | 1.9 | $17M | -62% | 327k | 52.72 |
|
| Vera Therapeutics Cl A (VERA) | 1.9 | $17M | -29% | 422k | 40.23 |
|
| Natera (NTRA) | 1.8 | $16M | 81k | 199.99 |
|
|
| Erasca (ERAS) | 1.6 | $14M | NEW | 868k | 16.18 |
|
| Praxis Precision Medicines I Com New (PRAX) | 1.5 | $14M | +18% | 42k | 322.19 |
|
| Olema Pharmaceuticals (OLMA) | 1.3 | $12M | +24% | 769k | 14.91 |
|
| Uniqure Nv SHS (QURE) | 1.1 | $10M | +91% | 616k | 16.35 |
|
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.7 | $5.9M | +20% | 316k | 18.64 |
|
Past Filings by First Turn Management
SEC 13F filings are viewable for First Turn Management going back to 2023
- First Turn Management 2026 Q1 filed May 15, 2026
- 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