First Turn Management as of June 30, 2025
Portfolio Holdings for First Turn Management
First Turn Management holds 35 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Insmed Com Par $.01 (INSM) | 7.0 | $38M | 373k | 100.64 | |
| Verona Pharma Sponsored Ads (VRNA) | 5.5 | $29M | 310k | 94.58 | |
| Mirum Pharmaceuticals (MIRM) | 5.0 | $27M | 528k | 50.89 | |
| Nuvalent Inc-a (NUVL) | 4.6 | $25M | 321k | 76.30 | |
| Argenx Se Sponsored Adr (ARGX) | 4.5 | $24M | 44k | 551.22 | |
| Bridgebio Pharma (BBIO) | 4.4 | $24M | 552k | 43.18 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 4.3 | $23M | 135k | 172.60 | |
| Xenon Pharmaceuticals (XENE) | 3.9 | $21M | 661k | 31.30 | |
| Oric Pharmaceuticals (ORIC) | 3.8 | $20M | 2.0M | 10.15 | |
| Natera (NTRA) | 3.7 | $20M | 118k | 168.94 | |
| Adma Biologics (ADMA) | 3.7 | $20M | 1.1M | 18.21 | |
| Intuitive Surgical Com New (ISRG) | 3.3 | $18M | 32k | 543.41 | |
| Insulet Corporation (PODD) | 3.0 | $16M | 51k | 314.18 | |
| Tg Therapeutics (TGTX) | 3.0 | $16M | 448k | 35.99 | |
| Disc Medicine (IRON) | 3.0 | $16M | 300k | 52.96 | |
| Guardant Health (GH) | 2.9 | $16M | 302k | 52.04 | |
| Merus N V (MRUS) | 2.9 | $15M | 293k | 52.60 | |
| Revolution Medicines (RVMD) | 2.9 | $15M | 416k | 36.79 | |
| Axsome Therapeutics (AXSM) | 2.8 | $15M | 144k | 104.39 | |
| Boston Scientific Corporation (BSX) | 2.8 | $15M | 139k | 107.41 | |
| Arcellx Common Stock (ACLX) | 2.6 | $14M | 215k | 65.85 | |
| Apogee Therapeutics (APGE) | 2.5 | $14M | 312k | 43.43 | |
| RadNet (RDNT) | 2.1 | $11M | 198k | 56.91 | |
| Janux Therapeutics (JANX) | 1.9 | $10M | 447k | 23.10 | |
| Enliven Therapeutics (ELVN) | 1.9 | $10M | 510k | 20.06 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 1.8 | $9.4M | 521k | 18.11 | |
| Healthequity (HQY) | 1.6 | $8.5M | 81k | 104.76 | |
| Silverback Therapeutics (SPRY) | 1.5 | $8.0M | 456k | 17.45 | |
| Vera Therapeutics Cl A (VERA) | 1.4 | $7.3M | 310k | 23.56 | |
| Soleno Therapeutics (SLNO) | 1.3 | $7.2M | 86k | 83.78 | |
| Harrow Health (HROW) | 1.3 | $7.0M | 229k | 30.54 | |
| Akero Therapeutics (AKRO) | 1.1 | $6.1M | 115k | 53.36 | |
| Alnylam Pharmaceuticals (ALNY) | 1.1 | $5.8M | 18k | 326.09 | |
| Kalvista Pharmaceuticals (KALV) | 0.5 | $2.4M | 214k | 11.30 | |
| Beta Bionics (BBNX) | 0.4 | $2.3M | 157k | 14.56 |
