First Turn Management, Llc Portfolio Stock Holdings
First Turn Management, Llc disclosed 33 stock positions valued at approximately $895.1 million in its latest SEC 13F filing. The largest holdings include UNITED THERAPEUTICS CORP DEL, ABIVAX SA, and BRIDGEBIO PHARMA INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 33
- Portfolio Value
- $895.1M
Holdings by Sector
First Turn Management, Llc Portfolio Holdings in Q1 2026
31 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 6.94% | 104,726 | +41,146 | +64.72% | $62,100,423 |
| ABIVAX SA | ABVX | Healthcare | 5.80% | 465,869 | +84,636 | +22.20% | $51,874,513 |
| BRIDGEBIO PHARMA INC | BBIO | Healthcare | 5.77% | 695,718 | +100,245 | +16.83% | $51,664,019 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 5.11% | 786,844 | -12,899 | -1.61% | $45,754,979 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 5.09% | 468,376 | -170,009 | -26.63% | $45,549,566 |
| APOGEE THERAPEUTICS INC | APGE | Healthcare | 4.83% | 513,770 | +38,931 | +8.20% | $43,244,021 |
| INSMED INC | INSM | Healthcare | 4.54% | 248,475 | -15,818 | -5.99% | $40,630,632 |
| NUVALENT INC | NUVL | Healthcare | 4.24% | 370,344 | +1,647 | +0.45% | $37,941,743 |
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 4.13% | 400,464 | -81,100 | -16.84% | $36,994,864 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 4.07% | 947,339 | +123,056 | +14.93% | $36,463,078 |
| ROIVANT SCIENCES LTD | G76279101 | Other | 3.68% | 1,190,118 | +3,301 | +0.28% | $32,966,269 |
| AXSOME THERAPEUTICS INC. | AXSM | Healthcare | 3.56% | 188,772 | -18,149 | -8.77% | $31,906,243 |
| IDEAYA BIOSCIENCES INC | IDYA | Healthcare | 3.25% | 873,838 | +150,185 | +20.75% | $29,116,282 |
| ORIC PHARMACEUTICALS INC | ORIC | Healthcare | 2.86% | 2,017,284 | +6,977 | +0.35% | $25,558,988 |
| ENLIVEN THERAPEUTICS INC | ELVN | Healthcare | 2.73% | 623,839 | +623,839 | +100.00% | $24,454,489 |
| CELCUITY INC | CELC | Healthcare | 2.69% | 210,578 | +210,578 | +100.00% | $24,035,373 |
| SCHOLAR ROCK HLDG CORP | SRRK | Healthcare | 2.45% | 446,390 | -13,337 | -2.90% | $21,944,532 |
| KYMERA THERAPEUTICS INC | KYMR | Healthcare | 2.37% | 254,672 | +48,227 | +23.36% | $21,211,631 |
| CYTOKINETICS INC | CYTK | Healthcare | 2.09% | 283,700 | -41,968 | -12.89% | $18,698,667 |
| DIANTHUS THERAPEUTICS INC | DNTH | Healthcare | 2.07% | 220,921 | +220,921 | +100.00% | $18,539,690 |
| NEWAMSTERDAM PHARMA COMPANY | NAMSW | Other | 2.00% | 558,336 | -335,137 | -37.51% | $17,872,335 |
| VIRIDIAN THERAPEUTICS INC | VRDN | Healthcare | 1.99% | 911,337 | +220,809 | +31.98% | $17,825,752 |
| ASCENDIS PHARMA A/S | ASND | Healthcare | 1.95% | 76,300 | -55,508 | -42.11% | $17,452,099 |
| FULCRUM THERAPEUTICS INC | FULC | Healthcare | 1.93% | 2,256,109 | +363,426 | +19.20% | $17,304,356 |
| TERNS PHARMACEUTICALS INC | TERN | Healthcare | 1.92% | 326,694 | -545,355 | -62.54% | $17,223,308 |
| VERA THERAPEUTICS INC | VERA | Healthcare | 1.90% | 422,023 | -179,751 | -29.87% | $16,977,985 |
| NATERA INC | NTRA | Healthcare | 1.81% | 81,077 | +202 | +0.25% | $16,214,589 |
| ERASCA INC | ERAS | Healthcare | 1.57% | 867,639 | +867,639 | +100.00% | $14,038,399 |
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 1.53% | 42,441 | +6,692 | +18.72% | $13,674,066 |
| OLEMA PHARMACEUTICALS INC | OLMA | Healthcare | 1.28% | 768,662 | +150,948 | +24.44% | $11,460,750 |
| MOONLAKE IMMUNOTHERAPEUTICS | MLTX | Healthcare | 0.66% | 315,563 | +52,920 | +20.15% | $5,882,094 |