First Turn Management

First Turn Management as of March 31, 2025

Portfolio Holdings for First Turn Management

First Turn Management holds 35 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Insmed Com Par $.01 (INSM) 6.2 $31M 402k 76.29
Verona Pharma Sponsored Ads (VRNA) 5.6 $28M 435k 63.49
Argenx Se Sponsored Adr (ARGX) 5.0 $25M 42k 591.87
Nuvalent Inc-a (NUVL) 4.7 $24M 332k 70.92
Xenon Pharmaceuticals (XENE) 4.6 $23M 684k 33.55
Bridgebio Pharma (BBIO) 4.6 $23M 657k 34.57
Mirum Pharmaceuticals (MIRM) 4.6 $23M 503k 45.05
Natera (NTRA) 4.0 $20M 140k 141.41
Merus N V (MRUS) 3.9 $20M 464k 42.09
Boston Scientific Corporation (BSX) 3.6 $18M 178k 100.88
Ascendis Pharma A/s Sponsored Adr (ASND) 3.6 $18M 113k 155.86
Tg Therapeutics (TGTX) 3.2 $16M 401k 39.43
Vera Therapeutics Cl A (VERA) 3.0 $15M 624k 24.02
Axsome Therapeutics (AXSM) 2.8 $14M 118k 116.63
Guardant Health (GH) 2.7 $14M 316k 42.60
Springworks Therapeutics (SWTX) 2.7 $13M 304k 44.13
Glaukos (GKOS) 2.7 $13M 136k 98.42
EXACT Sciences Corporation (EXAS) 2.6 $13M 301k 43.29
Insulet Corporation (PODD) 2.6 $13M 49k 262.61
Revolution Medicines (RVMD) 2.4 $12M 340k 35.36
Janux Therapeutics (JANX) 2.3 $12M 430k 27.00
Oric Pharmaceuticals (ORIC) 2.3 $11M 2.0M 5.58
Adma Biologics (ADMA) 2.3 $11M 567k 19.84
Intuitive Surgical Com New (ISRG) 2.2 $11M 22k 495.27
Enliven Therapeutics (ELVN) 2.1 $11M 535k 19.68
Vaxcyte (PCVX) 2.1 $11M 277k 37.76
Apogee Therapeutics (APGE) 1.7 $8.6M 230k 37.36
Silverback Therapeutics (SPRY) 1.7 $8.4M 669k 12.58
Blueprint Medicines (BPMC) 1.6 $8.1M 92k 88.51
RadNet (RDNT) 1.6 $7.8M 158k 49.72
Healthequity (HQY) 1.5 $7.4M 84k 88.37
Moonlake Immunotherapeutics Class A Ord (MLTX) 1.4 $7.0M 179k 39.07
Harrow Health (HROW) 1.0 $5.0M 189k 26.60
Praxis Precision Medicines I Com New (PRAX) 0.5 $2.7M 72k 37.87
Soleno Therapeutics (SLNO) 0.4 $2.1M 29k 71.45