First Turn Management, LLC
33 holdingsFiling period: 2026-03-31Current AUM: $977.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | UTHR | UNITED THERAPEUTICS CORP DEL | 104.7K | $62.1M | $54.2M | 5.55% | +41.1K | 2026-03-31 |
| 2 | ABVX | ABIVAX SA | 465.9K | $51.9M | $58.2M | 5.96% | +84.6K | 2026-03-31 |
| 3 | BBIO | BRIDGEBIO PHARMA INC | 695.7K | $51.7M | $55.7M | 5.70% | +100.2K | 2026-03-31 |
| 4 | XENE | XENON PHARMACEUTICALS INC | 786.8K | $45.8M | $49.3M | 5.05% | -12,899 | 2026-03-31 |
| 5 | RVMD | REVOLUTION MEDICINES INC | 468.4K | $45.5M | $87.8M | 8.99% | -170,009 | 2026-03-31 |
| 6 | APGE | APOGEE THERAPEUTICS INC | 513.8K | $43.2M | $68.9M | 7.05% | +38.9K | 2026-03-31 |
| 7 | INSM | INSMED INC | 248.5K | $40.6M | $24.5M | 2.51% | -15,818 | 2026-03-31 |
| 8 | NUVL | NUVALENT INC | 370.3K | $37.9M | $37.9M | 3.88% | +1.6K | 2026-03-31 |
| 9 | MIRM | MIRUM PHARMACEUTICALS INC | 400.5K | $37.0M | $42.4M | 4.34% | -81,100 | 2026-03-31 |
| 10 | COGT | COGENT BIOSCIENCES INC | 947.3K | $36.5M | $36.9M | 3.77% | +123.1K | 2026-03-31 |
| 11 | — | ROIVANT SCIENCES LTD | 1.19M | $33.0M | $33.0M | 3.37% | +3.3K | 2026-03-31 |
| 12 | AXSM | AXSOME THERAPEUTICS INC. | 188.8K | $31.9M | $41.2M | 4.21% | -18,149 | 2026-03-31 |
| 13 | IDYA | IDEAYA BIOSCIENCES INC | 873.8K | $29.1M | $31.0M | 3.17% | +150.2K | 2026-03-31 |
| 14 | ORIC | ORIC PHARMACEUTICALS INC | 2.02M | $25.6M | $22.3M | 2.29% | +7.0K | 2026-03-31 |
| 15 | ELVN | ENLIVEN THERAPEUTICS INC | 623.8K | $24.5M | $34.2M | 3.50% | -- | 2026-03-31 |
| 16 | CELC | CELCUITY INC | 210.6K | $24.0M | $18.2M | 1.86% | -- | 2026-03-31 |
| 17 | SRRK | SCHOLAR ROCK HLDG CORP | 446.4K | $21.9M | $21.1M | 2.16% | -13,337 | 2026-03-31 |
| 18 | KYMR | KYMERA THERAPEUTICS INC | 254.7K | $21.2M | $26.3M | 2.70% | +48.2K | 2026-03-31 |
| 19 | CYTK | CYTOKINETICS INC | 283.7K | $18.7M | $21.9M | 2.24% | -41,968 | 2026-03-31 |
| 20 | DNTH | DIANTHUS THERAPEUTICS INC | 220.9K | $18.5M | $23.6M | 2.42% | -- | 2026-03-31 |
| 21 | PVLA | PALVELLA THERAPEUTICS INC NE | 148.1K | $18.5M | $20.6M | 2.11% | -- | 2026-03-31 |
| 22 | — | NEWAMSTERDAM PHARMA COMPANY | 558.3K | $17.9M | $17.9M | 1.83% | -335,137 | 2026-03-31 |
| 23 | VRDN | VIRIDIAN THERAPEUTICS INC | 911.3K | $17.8M | $17.2M | 1.76% | +220.8K | 2026-03-31 |
| 24 | ASND | ASCENDIS PHARMA A/S | 76.3K | $17.5M | $18.6M | 1.90% | -55,508 | 2026-03-31 |
| 25 | FULC | FULCRUM THERAPEUTICS INC | 2.26M | $17.3M | $8.1M | 0.83% | +363.4K | 2026-03-31 |
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