First Turn Management, LLC 13F Holdings
CIK 0001993440 · DEL MAR, CA
As of Sep 30, 2025, First Turn Management, LLC reported 29 positions worth $666.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| INSMED INC | INSM | Healthcare | 319,773 | $46.1M | 6.91% |
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 570,569 | $41.8M | 6.28% |
| UNITED THERAPEUTICS CORP | UTHR | Healthcare | 85,318 | $35.8M | 5.37% |
| MERUS NV | MRUS | Healthcare | 372,022 | $35.0M | 5.26% |
| NUVALENT INC | NUVL | Healthcare | 394,754 | $34.1M | 5.13% |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 799,743 | $32.1M | 4.82% |
| BRIDGEBIO PHARMA INC | BBIO | Healthcare | 589,729 | $30.6M | 4.60% |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 643,050 | $30.0M | 4.51% |
| ASCENDIS PHARMA A | ASND | Healthcare | 146,291 | $29.1M | 4.37% |
| ARGENX SE | ARGX | Healthcare | 38,767 | $28.6M | 4.29% |
| DISC MEDICINE INC | IRON | Healthcare | 397,693 | $26.3M | 3.95% |
| ORIC PHARMACEUTICALS INC | ORIC | Healthcare | 2,159,474 | $25.9M | 3.89% |
| ARCELLX INC | ACLX | Healthcare | 313,733 | $25.8M | 3.87% |
| NEUROCRINE BIOSCIENCES INC | NBIX | Healthcare | 181,897 | $25.5M | 3.83% |
| ABIVAX SA | ABVX | Healthcare | 291,820 | $24.8M | 3.72% |
| NEWAMSTERDAM PHARMA CO NV | NAMS | Healthcare | 716,971 | $20.4M | 3.06% |
| AKERO THERAPEUTICS INC | AKRO | Healthcare | 397,010 |