First Turn Management, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
ABIVAX SA	—	$51.41M	381,233	5.9%
Revolution Medicines, Inc.	—	$50.85M	638,385	5.8%
INSMED INC	—	$46.00M	264,293	5.3%
BridgeBio Pharma, Inc.	—	$45.55M	595,473	5.2%
Mirum Pharmaceuticals, Inc.	—	$38.04M	481,564	4.3%
Axsome Therapeutics, Inc.	—	$37.79M	206,921	4.3%
Nuvalent, Inc.	—	$37.09M	368,697	4.2%
Xenon Pharmaceuticals Inc.	—	$35.84M	799,743	4.1%
Apogee Therapeutics, Inc.	—	$35.84M	474,839	4.1%
Terns Pharmaceuticals, Inc.	—	$35.23M	872,049	4.0%
NEWAMSTERDAM PHARMA COMPANY	—	$31.34M	893,473	3.6%
United Therapeutics Corp	—	$30.98M	63,580	3.5%
Vera Therapeutics, Inc.	—	$30.47M	601,774	3.5%
Cogent Biosciences, Inc.	—	$29.28M	824,283	3.3%
ASCENDIS PHARMA A/S	—	$28.11M	131,808	3.2%
Guardant Health, Inc.	—	$27.75M	271,685	3.2%
Roivant Sciences Ltd.	—	$25.75M	1,186,817	2.9%
IDEAYA BIOSCIENCES, INC.	—	$25.02M	723,653	2.9%
Viridian Therapeutics, Inc.	—	$21.49M	690,528	2.5%
Fulcrum Therapeutics, Inc.	—	$21.41M	1,892,683	2.4%
Cytokinetics Inc	—	$20.69M	325,668	2.4%
Scholar Rock Holding Corp	—	$20.25M	459,727	2.3%
ARGENX SE	—	$19.56M	23,256	2.2%
Natera, Inc.	—	$18.53M	80,875	2.1%
Oric Pharmaceuticals, Inc.	—	$16.44M	2,010,307	1.9%
Kymera Therapeutics, Inc.	—	$16.06M	206,445	1.8%
RHYTHM PHARMACEUTICALS, INC.	—	$15.66M	146,303	1.8%
Olema Pharmaceuticals, Inc.	—	$15.44M	617,714	1.8%
Arcus Biosciences, Inc.	—	$13.47M	565,142	1.5%
Disc Medicine, Inc.IRON	Common Stock	$12.17M	153,206	1.4%
Praxis Precision Medicines, Inc.	—	$10.54M	35,749	1.2%
UNIQURE NV	—	$7.70M	321,655	0.9%
MoonLake ImmunotherapeuticsMLTX	Common Stock	$3.46M	262,643	0.4%