The Analysis of First Turn Management, LLC's Holdings
Currently, First Turn Management, LLC holds 29 types of securities in its portfolio with a total value $666.0M. In the most recent quarter, they have increased their positions in UTHR (+85.3K shares, valued at $35.8M), NBIX (+181.9K shares, valued at $25.5M), ABVX (+291.8K shares, valued at $24.8M); decreased their positions in INSM (-52.9K shares, valued at $7.6M), NTRA (-37.3K shares, valued at $6.0M), ADMA (-283.7K shares, valued at $4.2M); initiated new positions in UTHR (+85.3K shares, valued at $35.8M), NBIX (+181.9K shares, valued at $25.5M), ABVX (+291.8K shares, valued at $24.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
INSM INSMED INC319.8K shares-14.19%2025-09-302025-11-14
MIRM MIRUM PHARMACEUTICALS INC570.6K shares8.16%2025-09-302025-11-14 UTHR UNITED THERAPEUTICS CORP DEL85.3K sharesnew addition2025-09-302025-11-14 MRUS MERUS N V372.0K shares26.99%2025-09-302025-11-14 NUVL NUVALENT INC394.8K shares23.05%2025-09-302025-11-14 XENE XENON PHARMACEUTICALS INC799.7K shares21.06%2025-09-302025-11-14 BBIO BRIDGEBIO PHARMA INC589.7K shares6.90%2025-09-302025-11-14 RVMD REVOLUTION MEDICINES INC643.0K shares54.73%2025-09-302025-11-14 ASND ASCENDIS PHARMA A/S146.3K shares8.62%2025-09-302025-11-14 ARGX ARGENX SE38.8K shares-11.80%2025-09-302025-11-14 IRON DISC MEDICINE INC397.7K shares32.80%2025-09-302025-11-14 ORIC ORIC PHARMACEUTICALS INC2.2M shares7.44%2025-09-302025-11-14 ACLX ARCELLX INC313.7K shares45.77%2025-09-302025-11-14 NBIX NEUROCRINE BIOSCIENCES INC181.9K sharesnew addition2025-09-302025-11-14 ABVX ABIVAX SA291.8K sharesnew addition2025-09-302025-11-14 NAMS NEWAMSTERDAM PHARMA COMPANY717.0K shares37.59%2025-09-302025-11-14 AKRO AKERO THERAPEUTICS INC397.0K shares246.57%2025-09-302025-11-14 AXSM AXSOME THERAPEUTICS INC152.6K shares5.69%2025-09-302025-11-14 ELVN ENLIVEN THERAPEUTICS INC783.4K shares53.61%2025-09-302025-11-14 APGE APOGEE THERAPEUTICS INC402.8K shares29.32%2025-09-302025-11-14 KYMR KYMERA THERAPEUTICS INC277.7K sharesnew addition2025-09-302025-11-14 JANX JANUX THERAPEUTICS INC639.7K shares42.98%2025-09-302025-11-14 ROIV ROIVANT SCIENCES LTD959.7K sharesnew addition2025-09-302025-11-14 CYTK CYTOKINETICS INC254.8K sharesnew addition2025-09-302025-11-14 NTRA NATERA INC80.9K shares-31.54%2025-09-302025-11-14 ADMA ADMA BIOLOGICS INC808.7K shares-25.97%2025-09-302025-11-14 VERA VERA THERAPEUTICS INC354.5K shares14.49%2025-09-302025-11-14 HROW HARROW INC160.2K shares-29.96%2025-09-302025-11-14 MLTX MOONLAKE IMMUNOTHERAPEUTICS262.6K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available