13F HOLDINGS REPORT
First Turn Management, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001085146-25-005077
Total Value
$536.0M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INSMED INC | INSM | 372,672 | $37.5M | 7.00% |
| 2 | VERONA PHARMA PLC | 925050106 | 309,988 | $29.3M | 5.47% |
| 3 | MIRUM PHARMACEUTICALS INC | MIRM | 527,540 | $26.8M | 5.01% |
| 4 | NUVALENT INC | NUVL | 320,798 | $24.5M | 4.57% |
| 5 | ARGENX SE | ARGX | 43,953 | $24.2M | 4.52% |
| 6 | BRIDGEBIO PHARMA INC | BBIO | 551,684 | $23.8M | 4.44% |
| 7 | ASCENDIS PHARMA A/S | ASND | 134,687 | $23.2M | 4.34% |
| 8 | XENON PHARMACEUTICALS INC | XENE | 660,617 | $20.7M | 3.86% |
| 9 | ORIC PHARMACEUTICALS INC | ORIC | 2,009,923 | $20.4M | 3.81% |
| 10 | NATERA INC | NTRA | 118,130 | $20.0M | 3.72% |
| 11 | ADMA BIOLOGICS INC | ADMA | 1,092,361 | $19.9M | 3.71% |
| 12 | INTUITIVE SURGICAL INC | ISRG | 32,305 | $17.6M | 3.27% |
| 13 | INSULET CORP | PODD | 51,408 | $16.2M | 3.01% |
| 14 | TG THERAPEUTICS INC | TGTX | 447,884 | $16.1M | 3.01% |
| 15 | DISC MEDICINE INC | IRON | 299,464 | $15.9M | 2.96% |
| 16 | GUARDANT HEALTH INC | GH | 302,307 | $15.7M | 2.93% |
| 17 | MERUS N V | N5749R100 | 292,964 | $15.4M | 2.87% |
| 18 | REVOLUTION MEDICINES INC | RVMDW | 415,591 | $15.3M | 2.85% |
| 19 | AXSOME THERAPEUTICS INC | AXSM | 144,400 | $15.1M | 2.81% |
| 20 | BOSTON SCIENTIFIC CORP | BSX | 138,834 | $14.9M | 2.78% |
| 21 | ARCELLX INC | ACLX | 215,223 | $14.2M | 2.64% |
| 22 | APOGEE THERAPEUTICS INC | APGE | 311,490 | $13.5M | 2.52% |
| 23 | RADNET INC | RDNT | 197,759 | $11.3M | 2.10% |
| 24 | JANUX THERAPEUTICS INC | JANX | 447,420 | $10.3M | 1.93% |
| 25 | ENLIVEN THERAPEUTICS INC | ELVN | 509,987 | $10.2M | 1.91% |
| 26 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 521,097 | $9.4M | 1.76% |
| 27 | HEALTHEQUITY INC | HQY | 80,880 | $8.5M | 1.58% |
| 28 | ARS PHARMACEUTICALS INC | SPRY | 455,953 | $8.0M | 1.48% |
| 29 | VERA THERAPEUTICS INC | VERA | 309,666 | $7.3M | 1.36% |
| 30 | SOLENO THERAPEUTICS INC | SLNO | 86,332 | $7.2M | 1.35% |
| 31 | HARROW INC | HROW | 228,761 | $7.0M | 1.30% |
| 32 | AKERO THERAPEUTICS INC | 00973Y108 | 114,554 | $6.1M | 1.14% |
| 33 | ALNYLAM PHARMACEUTICALS INC | ALNY | 17,879 | $5.8M | 1.09% |
| 34 | KALVISTA PHARMACEUTICALS INC | KALV | 214,138 | $2.4M | 0.45% |
| 35 | BETA BIONICS INC | BBNX | 157,194 | $2.3M | 0.43% |