First Turn Management as of Dec. 31, 2025
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 | 381k | 134.85 | |
| Revolution Medicines (RVMD) | 5.8 | $51M | 638k | 79.65 | |
| Insmed Com Par $.01 (INSM) | 5.3 | $46M | 264k | 174.04 | |
| Bridgebio Pharma (BBIO) | 5.2 | $46M | 596k | 76.49 | |
| Mirum Pharmaceuticals (MIRM) | 4.3 | $38M | 482k | 78.99 | |
| Axsome Therapeutics (AXSM) | 4.3 | $38M | 207k | 182.64 | |
| Nuvalent Inc-a (NUVL) | 4.2 | $37M | 369k | 100.59 | |
| Xenon Pharmaceuticals (XENE) | 4.1 | $36M | 800k | 44.82 | |
| Apogee Therapeutics (APGE) | 4.1 | $36M | 475k | 75.48 | |
| Terns Pharmaceuticals (TERN) | 4.0 | $35M | 872k | 40.40 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 3.6 | $31M | 894k | 35.08 | |
| United Therapeutics Corporation (UTHR) | 3.5 | $31M | 64k | 487.25 | |
| Vera Therapeutics Cl A (VERA) | 3.5 | $31M | 602k | 50.64 | |
| Cogent Biosciences (COGT) | 3.3 | $29M | 824k | 35.52 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 3.2 | $28M | 132k | 213.24 | |
| Guardant Health (GH) | 3.2 | $28M | 272k | 102.14 | |
| Roivant Sciences SHS (ROIV) | 2.9 | $26M | 1.2M | 21.70 | |
| Ideaya Biosciences (IDYA) | 2.9 | $25M | 724k | 34.57 | |
| Miragen Therapeutics (VRDN) | 2.5 | $22M | 691k | 31.12 | |
| Fulcrum Therapeutics (FULC) | 2.4 | $21M | 1.9M | 11.31 | |
| Cytokinetics Com New (CYTK) | 2.4 | $21M | 326k | 63.54 | |
| Scholar Rock Hldg Corp (SRRK) | 2.3 | $20M | 460k | 44.05 | |
| Argenx Se Sponsored Adr (ARGX) | 2.2 | $20M | 23k | 840.95 | |
| Natera (NTRA) | 2.1 | $19M | 81k | 229.09 | |
| Oric Pharmaceuticals (ORIC) | 1.9 | $16M | 2.0M | 8.18 | |
| Kymera Therapeutics (KYMR) | 1.8 | $16M | 206k | 77.81 | |
| Rhythm Pharmaceuticals (RYTM) | 1.8 | $16M | 146k | 107.04 | |
| Olema Pharmaceuticals (OLMA) | 1.8 | $15M | 618k | 25.00 | |
| Arcus Biosciences Incorporated (RCUS) | 1.5 | $14M | 565k | 23.83 | |
| Disc Medicine (IRON) | 1.4 | $12M | 153k | 79.41 | |
| Praxis Precision Medicines I Com New (PRAX) | 1.2 | $11M | 36k | 294.74 | |
| Uniqure Nv SHS (QURE) | 0.9 | $7.7M | 322k | 23.93 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.4 | $3.5M | 263k | 13.18 |
