First Turn Management as of March 31, 2026
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 | 105k | 592.98 | |
| Abivax Sa Sponsored Ads (ABVX) | 5.8 | $52M | 466k | 111.35 | |
| Bridgebio Pharma (BBIO) | 5.8 | $52M | 696k | 74.26 | |
| Xenon Pharmaceuticals (XENE) | 5.1 | $46M | 787k | 58.15 | |
| Revolution Medicines (RVMD) | 5.1 | $46M | 468k | 97.25 | |
| Apogee Therapeutics (APGE) | 4.8 | $43M | 514k | 84.17 | |
| Insmed Com Par $.01 (INSM) | 4.5 | $41M | 249k | 163.52 | |
| Nuvalent Inc-a (NUVL) | 4.2 | $38M | 370k | 102.45 | |
| Mirum Pharmaceuticals (MIRM) | 4.1 | $37M | 401k | 92.38 | |
| Cogent Biosciences (COGT) | 4.1 | $37M | 947k | 38.49 | |
| Roivant Sciences SHS (ROIV) | 3.7 | $33M | 1.2M | 27.70 | |
| Axsome Therapeutics (AXSM) | 3.6 | $32M | 189k | 169.02 | |
| Ideaya Biosciences (IDYA) | 3.3 | $29M | 874k | 33.32 | |
| Oric Pharmaceuticals (ORIC) | 2.9 | $26M | 2.0M | 12.67 | |
| Enliven Therapeutics (ELVN) | 2.7 | $25M | 624k | 39.20 | |
| Celcuity (CELC) | 2.7 | $24M | 211k | 114.14 | |
| Scholar Rock Hldg Corp (SRRK) | 2.5 | $22M | 446k | 49.16 | |
| Kymera Therapeutics (KYMR) | 2.4 | $21M | 255k | 83.29 | |
| Cytokinetics Com New (CYTK) | 2.1 | $19M | 284k | 65.91 | |
| Dianthus Therapeutics (DNTH) | 2.1 | $19M | 221k | 83.92 | |
| Palvella Therapeutics Inc Ne (PVLA) | 2.1 | $19M | 148k | 124.65 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 2.0 | $18M | 558k | 32.01 | |
| Miragen Therapeutics (VRDN) | 2.0 | $18M | 911k | 19.56 | |
| Ascendis Pharma A/s Sponsored Adr | 1.9 | $18M | 76k | 228.73 | |
| Fulcrum Therapeutics (FULC) | 1.9 | $17M | 2.3M | 7.67 | |
| Terns Pharmaceuticals (TERN) | 1.9 | $17M | 327k | 52.72 | |
| Vera Therapeutics Cl A (VERA) | 1.9 | $17M | 422k | 40.23 | |
| Natera (NTRA) | 1.8 | $16M | 81k | 199.99 | |
| Erasca (ERAS) | 1.6 | $14M | 868k | 16.18 | |
| Praxis Precision Medicines I Com New (PRAX) | 1.5 | $14M | 42k | 322.19 | |
| Olema Pharmaceuticals (OLMA) | 1.3 | $12M | 769k | 14.91 | |
| Uniqure Nv SHS (QURE) | 1.1 | $10M | 616k | 16.35 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.7 | $5.9M | 316k | 18.64 |
