Institutions / First Turn Management, LLC
First Turn Management, LLC
CIK 1993440 · Institution · as of Dec 31, 2025
Portfolio value
$875.20M
Positions
33
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 33 →
| Company | Value | % of portfolio |
|---|---|---|
| Abivax SA | $51.41M | 5.9% |
| Revolution Medicines, Inc. | $50.85M | 5.8% |
| Insmed Inc | $46.00M | 5.3% |
| BridgeBio Pharma, Inc. | $45.55M | 5.2% |
| Mirum Pharmaceuticals, Inc. | $38.04M | 4.3% |
| Axsome Therapeutics, Inc. | $37.79M | 4.3% |
| Nuvalent, Inc. | $37.09M | 4.2% |
| Xenon Pharmaceuticals Inc. | $35.84M | 4.1% |
| Apogee Therapeutics, Inc. | $35.84M | 4.1% |
| Terns Pharmaceuticals, Inc. | $35.23M | 4.0% |
| Newamsterdam Pharma Company | $31.34M | 3.6% |
| United Therapeutics Corp | $30.98M | 3.5% |
| Vera Therapeutics, Inc. | $30.47M | 3.5% |
| Cogent Biosciences, Inc. | $29.28M | 3.3% |
| Ascendis Pharma A/S | $28.11M | 3.2% |
| Guardant Health, Inc. | $27.75M | 3.2% |
| Roivant Sciences Ltd. | $25.75M | 2.9% |
| Ideaya Biosciences, Inc. | $25.02M | 2.9% |
| Viridian Therapeutics, Inc. | $21.49M | 2.5% |
| Fulcrum Therapeutics, Inc. | $21.41M | 2.4% |
| Cytokinetics Inc | $20.69M | 2.4% |
| Scholar Rock Holding Corp | $20.25M | 2.3% |
| Argenx SE | $19.56M | 2.2% |
| Natera, Inc. | $18.53M | 2.1% |
| Oric Pharmaceuticals, Inc. | $16.44M | 1.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.