First Turn Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$895.1M
Q ending 2026-03-31
Prior quarter
$875.2M
Q ending 2025-12-31
Change
+2.3% QoQ · +80.4% YoY
Positions
33
reported holdings
Largest positions
All 33 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| United Therapeutics Corp Del | UTHR | Shares | $62.1M | 105K |
| Abivax Sa | ABVX | Shares | $51.9M | 466K |
| Bridgebio Pharma Inc | BBIO | Shares | $51.7M | 696K |
| Xenon Pharmaceuticals Inc | XENE | Shares | $45.8M | 787K |
| Revolution Medicines Inc | RVMD | Shares | $45.5M | 468K |
| Apogee Therapeutics Inc | APGE | Shares | $43.2M | 514K |
| Insmed Inc | INSM | Shares | $40.6M | 248K |
| Nuvalent Inc | 5AX | Shares | $37.9M | 370K |
| Mirum Pharmaceuticals Inc | MIRM | Shares | $37.0M | 400K |
| Cogent Biosciences Inc | COGT | Shares | $36.5M | 947K |
| Roivant Sciences Ltd | Shares | $33.0M | 1.2M | |
| Axsome Therapeutics Inc. | AXSM | Shares | $31.9M | 189K |
| Ideaya Biosciences Inc | IDYA | Shares | $29.1M | 874K |
| Oric Pharmaceuticals Inc | ORIC | Shares | $25.6M | 2.0M |
| Enliven Therapeutics Inc | ELVN | Shares | $24.5M | 624K |
| Celcuity Inc | CELC | Shares | $24.0M | 211K |
| Scholar Rock Hldg Corp | SRRK | Shares | $21.9M | 446K |
| Kymera Therapeutics Inc | KYMR | Shares | $21.2M | 255K |
| Cytokinetics Inc | CYTK | Shares | $18.7M | 284K |
| Dianthus Therapeutics Inc | DNTH | Shares | $18.5M | 221K |
| Palvella Therapeutics Inc Ne | PVLA | Shares | $18.5M | 148K |
| Newamsterdam Pharma Company | Shares | $17.9M | 558K | |
| Viridian Therapeutics Inc | VRDN | Shares | $17.8M | 911K |
| Ascendis Pharma A/S | Shares | $17.5M | 76K | |
| Fulcrum Therapeutics Inc | FULC | Shares | $17.3M | 2.3M |
| Terns Pharmaceuticals Inc | 430 | Shares | $17.2M | 327K |
| Vera Therapeutics Inc | VERA | Shares | $17.0M | 422K |
| Natera Inc | NTRA | Shares | $16.2M | 81K |
| Erasca Inc | ERAS | Shares | $14.0M | 868K |
| Praxis Precision Medicines I | PRAX | Shares | $13.7M | 42K |
| Olema Pharmaceuticals Inc | OLMA | Shares | $11.5M | 769K |
| Uniqure Nv | Shares | $10.1M | 615K | |
| Moonlake Immunotherapeutics | MLTX | Shares | $5.9M | 316K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.