The Analysis of First Turn Management, LLC's Holdings
Currently, First Turn Management, LLC holds 33 types of securities in its portfolio with a total value $875.2M. In the most recent quarter, they have increased their positions in TERN (+872.0K shares, valued at $35.2M), COGT (+824.3K shares, valued at $29.3M), GH (+271.7K shares, valued at $27.7M); decreased their positions in IRON (-244.5K shares, valued at $19.4M), ARGX (-15.5K shares, valued at $13.0M), UTHR (-21.7K shares, valued at $10.6M); initiated new positions in TERN (+872.0K shares, valued at $35.2M), COGT (+824.3K shares, valued at $29.3M), GH (+271.7K shares, valued at $27.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ABVX ABIVAX SA381.2K shares30.64%2025-12-312026-02-13
RVMD REVOLUTION MEDICINES INC638.4K shares-0.73%2025-12-312026-02-13 INSM INSMED INC264.3K shares-17.35%2025-12-312026-02-13 BBIO BRIDGEBIO PHARMA INC595.5K shares0.97%2025-12-312026-02-13 MIRM MIRUM PHARMACEUTICALS INC481.6K shares-15.60%2025-12-312026-02-13 AXSM AXSOME THERAPEUTICS INC206.9K shares35.58%2025-12-312026-02-13 NUVL NUVALENT INC368.7K shares-6.60%2025-12-312026-02-13 XENE XENON PHARMACEUTICALS INC799.7K shares0.00%2025-12-312026-02-13 APGE APOGEE THERAPEUTICS INC474.8K shares17.88%2025-12-312026-02-13 TERN TERNS PHARMACEUTICALS INC872.0K sharesnew addition2025-12-312026-02-13 NAMS NEWAMSTERDAM PHARMA COMPANY893.5K shares24.62%2025-12-312026-02-13 UTHR UNITED THERAPEUTICS CORP DEL63.6K shares-25.48%2025-12-312026-02-13 VERA VERA THERAPEUTICS INC601.8K shares69.74%2025-12-312026-02-13 COGT COGENT BIOSCIENCES INC824.3K sharesnew addition2025-12-312026-02-13 ASND ASCENDIS PHARMA A/S131.8K shares-9.90%2025-12-312026-02-13 GH GUARDANT HEALTH INC271.7K sharesnew addition2025-12-312026-02-13 ROIV ROIVANT SCIENCES LTD1.2M shares23.67%2025-12-312026-02-13 IDYA IDEAYA BIOSCIENCES INC723.7K sharesnew addition2025-12-312026-02-13 VRDN VIRIDIAN THERAPEUTICS INC690.5K sharesnew addition2025-12-312026-02-13 FULC FULCRUM THERAPEUTICS INC1.9M sharesnew addition2025-12-312026-02-13 CYTK CYTOKINETICS INC325.7K shares27.82%2025-12-312026-02-13 SRRK SCHOLAR ROCK HLDG CORP459.7K sharesnew addition2025-12-312026-02-13 ARGX ARGENX SE23.3K shares-40.01%2025-12-312026-02-13 NTRA NATERA INC80.9K shares0.00%2025-12-312026-02-13 ORIC ORIC PHARMACEUTICALS INC2.0M shares-6.91%2025-12-312026-02-13 KYMR KYMERA THERAPEUTICS INC206.4K shares-25.67%2025-12-312026-02-13 RYTM RHYTHM PHARMACEUTICALS INC146.3K sharesnew addition2025-12-312026-02-13 OLMA OLEMA PHARMACEUTICALS INC617.7K sharesnew addition2025-12-312026-02-13 RCUS ARCUS BIOSCIENCES INC565.1K sharesnew addition2025-12-312026-02-13 IRON DISC MEDICINE INC153.2K shares-61.48%2025-12-312026-02-13 QURE UNIQURE NV321.7K sharesnew addition2025-12-312026-02-13 MLTX MOONLAKE IMMUNOTHERAPEUTICS262.6K shares0.00%2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available