13F HOLDINGS REPORT
First Turn Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001085146-25-003195
Total Value
$496.1M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INSMED INC | INSM | 401,629 | $30.6M | 6.18% |
| 2 | VERONA PHARMA PLC | 925050106 | 435,385 | $27.6M | 5.57% |
| 3 | ARGENX SE | ARGX | 41,911 | $24.8M | 5.00% |
| 4 | NUVALENT INC | NUVL | 331,927 | $23.5M | 4.75% |
| 5 | XENON PHARMACEUTICALS INC | XENE | 683,451 | $22.9M | 4.62% |
| 6 | BRIDGEBIO PHARMA INC | BBIO | 656,699 | $22.7M | 4.58% |
| 7 | MIRUM PHARMACEUTICALS INC | MIRM | 503,014 | $22.7M | 4.57% |
| 8 | NATERA INC | NTRA | 139,942 | $19.8M | 3.99% |
| 9 | MERUS N V | N5749R100 | 463,960 | $19.5M | 3.94% |
| 10 | BOSTON SCIENTIFIC CORP | BSX | 178,156 | $18.0M | 3.62% |
| 11 | ASCENDIS PHARMA A/S | ASND | 113,278 | $17.7M | 3.56% |
| 12 | TG THERAPEUTICS INC | TGTX | 400,644 | $15.8M | 3.18% |
| 13 | VERA THERAPEUTICS INC | VERA | 623,612 | $15.0M | 3.02% |
| 14 | AXSOME THERAPEUTICS INC | AXSM | 118,179 | $13.8M | 2.78% |
| 15 | GUARDANT HEALTH INC | GH | 315,737 | $13.5M | 2.71% |
| 16 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 304,076 | $13.4M | 2.71% |
| 17 | GLAUKOS CORP | GKOS | 136,241 | $13.4M | 2.70% |
| 18 | EXACT SCIENCES CORP | 30063P105 | 300,909 | $13.0M | 2.63% |
| 19 | INSULET CORP | PODD | 49,350 | $13.0M | 2.61% |
| 20 | REVOLUTION MEDICINES INC | RVMDW | 340,109 | $12.0M | 2.42% |
| 21 | JANUX THERAPEUTICS INC | JANX | 430,163 | $11.6M | 2.34% |
| 22 | ORIC PHARMACEUTICALS INC | ORIC | 2,027,430 | $11.3M | 2.28% |
| 23 | ADMA BIOLOGICS INC | ADMA | 566,945 | $11.2M | 2.27% |
| 24 | INTUITIVE SURGICAL INC | ISRG | 22,109 | $10.9M | 2.21% |
| 25 | ENLIVEN THERAPEUTICS INC | ELVN | 535,092 | $10.5M | 2.12% |
| 26 | VAXCYTE INC | PCVX | 276,905 | $10.5M | 2.11% |
| 27 | APOGEE THERAPEUTICS INC | APGE | 229,675 | $8.6M | 1.73% |
| 28 | ARS PHARMACEUTICALS INC | SPRY | 669,010 | $8.4M | 1.70% |
| 29 | BLUEPRINT MEDICINES CORP | 09627Y109 | 92,033 | $8.1M | 1.64% |
| 30 | RADNET INC | RDNT | 157,615 | $7.8M | 1.58% |
| 31 | HEALTHEQUITY INC | HQY | 83,966 | $7.4M | 1.50% |
| 32 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 179,196 | $7.0M | 1.41% |
| 33 | HARROW INC | HROW | 188,829 | $5.0M | 1.01% |
| 34 | PRAXIS PRECISION MEDICINES I | PRAX | 71,775 | $2.7M | 0.55% |
| 35 | SOLENO THERAPEUTICS INC | SLNO | 29,115 | $2.1M | 0.42% |