Sponsored

The Analysis of First Turn Management, LLC's Holdings & P&L

Currently, First Turn Management, LLC holds 33 types of securities in its portfolio with a total value $895.1M. In the most recent quarter, they have increased their positions in ELVN (+623.8K shares, valued at $24.5M), UTHR (+41.1K shares, valued at $24.4M), CELC (+210.6K shares, valued at $24.0M); decreased their positions in TERN (-545.4K shares, valued at $28.8M), RVMD (-170.0K shares, valued at $16.5M), ASND (-55.5K shares, valued at $12.7M); initiated new positions in ELVN (+623.8K shares, valued at $24.5M), CELC (+210.6K shares, valued at $24.0M), DNTH (+220.9K shares, valued at $18.5M).

1M P&L

+19.2M+2.28%

3M P&L

+17.3M+2.04%

HY P&L

+42.1M+5.13%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology787.4M

91.1%

2Diagnostics & Research46.3M

5.4%

3Drug Manufacturers - Specialty & Generic31.0M

3.6%

Top Industries by Stock Count

1Biotechnology29 stocks

90.6%

2Diagnostics & Research2 stocks

6.3%

3Drug Manufacturers - Specialty & Generic1 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

UTHR UNITED THERAPEUTICS CORP DEL104.7K shares64.72%2026-03-312026-05-15

ABVX ABIVAX SA465.9K shares22.20%2026-03-312026-05-15

BBIO BRIDGEBIO PHARMA INC695.7K shares16.83%2026-03-312026-05-15

XENE XENON PHARMACEUTICALS INC786.8K shares-1.61%2026-03-312026-05-15

RVMD REVOLUTION MEDICINES INC468.4K shares-26.63%2026-03-312026-05-15

APGE APOGEE THERAPEUTICS INC513.8K shares8.20%2026-03-312026-05-15

INSM INSMED INC248.5K shares-5.99%2026-03-312026-05-15

NUVL NUVALENT INC370.3K shares0.45%2026-03-312026-05-15

Sponsored

MIRM MIRUM PHARMACEUTICALS INC400.5K shares-16.84%2026-03-312026-05-15

COGT COGENT BIOSCIENCES INC947.3K shares14.93%2026-03-312026-05-15

ROIV ROIVANT SCIENCES LTD1.2M shares0.28%2026-03-312026-05-15

AXSM AXSOME THERAPEUTICS INC.188.8K shares-8.77%2026-03-312026-05-15

IDYA IDEAYA BIOSCIENCES INC873.8K shares20.75%2026-03-312026-05-15

ORIC ORIC PHARMACEUTICALS INC2.0M shares0.35%2026-03-312026-05-15

ELVN ENLIVEN THERAPEUTICS INC623.8K sharesnew addition2026-03-312026-05-15

CELC CELCUITY INC210.6K sharesnew addition2026-03-312026-05-15

Sponsored

SRRK SCHOLAR ROCK HLDG CORP446.4K shares-2.90%2026-03-312026-05-15

KYMR KYMERA THERAPEUTICS INC254.7K shares23.36%2026-03-312026-05-15

CYTK CYTOKINETICS INC283.7K shares-12.89%2026-03-312026-05-15

DNTH DIANTHUS THERAPEUTICS INC220.9K sharesnew addition2026-03-312026-05-15

PVLA PALVELLA THERAPEUTICS INC NE148.1K sharesnew addition2026-03-312026-05-15

NAMS NEWAMSTERDAM PHARMA COMPANY558.3K shares-37.51%2026-03-312026-05-15

VRDN VIRIDIAN THERAPEUTICS INC911.3K shares31.98%2026-03-312026-05-15

ASND ASCENDIS PHARMA A/S76.3K shares-42.11%2026-03-312026-05-15

Sponsored

FULC FULCRUM THERAPEUTICS INC2.3M shares19.20%2026-03-312026-05-15

TERN TERNS PHARMACEUTICALS INC326.7K shares-62.54%2026-03-312026-05-15

VERA VERA THERAPEUTICS INC422.0K shares-29.87%2026-03-312026-05-15

NTRA NATERA INC81.1K shares0.25%2026-03-312026-05-15

ERAS ERASCA INC867.6K sharesnew addition2026-03-312026-05-15

PRAXIS PRECISION MEDICINES I PRAXIS PRECISION MEDICINES I42.4K shares18.72%2026-03-312026-05-15

OLMA OLEMA PHARMACEUTICALS INC768.7K shares24.44%2026-03-312026-05-15

QURE UNIQURE NV615.5K shares91.35%2026-03-312026-05-15

Sponsored

MLTX MOONLAKE IMMUNOTHERAPEUTICS315.6K shares20.15%2026-03-312026-05-15

UTHR

UNITED THERAPEUTICS CORP DEL

64.72%

Shares104.7K

Event2026-03-31

Filed2026-05-15

ABVX

ABIVAX SA

22.20%

Shares465.9K

Event2026-03-31

Filed2026-05-15

BBIO

BRIDGEBIO PHARMA INC

16.83%

Shares695.7K

Event2026-03-31

Filed2026-05-15

XENE

XENON PHARMACEUTICALS INC

-1.61%

Shares786.8K

Event2026-03-31

Filed2026-05-15

RVMD

REVOLUTION MEDICINES INC

-26.63%

Shares468.4K

Event2026-03-31

Filed2026-05-15

APGE

APOGEE THERAPEUTICS INC

8.20%

Shares513.8K

Event2026-03-31

Filed2026-05-15

INSM

INSMED INC

-5.99%

Shares248.5K

Event2026-03-31

Filed2026-05-15

NUVL

NUVALENT INC

0.45%

Shares370.3K

Event2026-03-31

Filed2026-05-15

MIRM

MIRUM PHARMACEUTICALS INC

-16.84%

Shares400.5K

Event2026-03-31

Filed2026-05-15

COGT

COGENT BIOSCIENCES INC

14.93%

Shares947.3K

Event2026-03-31

Filed2026-05-15

ROIV

ROIVANT SCIENCES LTD

0.28%

Shares1.2M

Event2026-03-31

Filed2026-05-15

AXSM

AXSOME THERAPEUTICS INC.

-8.77%

Shares188.8K

Event2026-03-31

Filed2026-05-15

IDYA

IDEAYA BIOSCIENCES INC

20.75%

Shares873.8K

Event2026-03-31

Filed2026-05-15

ORIC

ORIC PHARMACEUTICALS INC

0.35%

Shares2.0M

Event2026-03-31

Filed2026-05-15

ELVN

ENLIVEN THERAPEUTICS INC

New

Shares623.8K

Event2026-03-31

Filed2026-05-15

CELC

CELCUITY INC

New

Shares210.6K

Event2026-03-31

Filed2026-05-15

SRRK

SCHOLAR ROCK HLDG CORP

-2.90%

Shares446.4K

Event2026-03-31

Filed2026-05-15

KYMR

KYMERA THERAPEUTICS INC

23.36%

Shares254.7K

Event2026-03-31

Filed2026-05-15

CYTK

CYTOKINETICS INC

-12.89%

Shares283.7K

Event2026-03-31

Filed2026-05-15

DNTH

DIANTHUS THERAPEUTICS INC

New

Shares220.9K

Event2026-03-31

Filed2026-05-15

PVLA

PALVELLA THERAPEUTICS INC NE

New

Shares148.1K

Event2026-03-31

Filed2026-05-15

NAMS

NEWAMSTERDAM PHARMA COMPANY

-37.51%

Shares558.3K

Event2026-03-31

Filed2026-05-15

VRDN

VIRIDIAN THERAPEUTICS INC

31.98%

Shares911.3K

Event2026-03-31

Filed2026-05-15

ASND

ASCENDIS PHARMA A/S

-42.11%

Shares76.3K

Event2026-03-31

Filed2026-05-15

FULC

FULCRUM THERAPEUTICS INC

19.20%

Shares2.3M

Event2026-03-31

Filed2026-05-15

TERN

TERNS PHARMACEUTICALS INC

-62.54%

Shares326.7K

Event2026-03-31

Filed2026-05-15

VERA

VERA THERAPEUTICS INC

-29.87%

Shares422.0K

Event2026-03-31

Filed2026-05-15

NTRA

NATERA INC

0.25%

Shares81.1K

Event2026-03-31

Filed2026-05-15

ERAS

ERASCA INC

New

Shares867.6K

Event2026-03-31

Filed2026-05-15

PRAXIS PRECISION MEDICINES I

18.72%

Shares42.4K

Event2026-03-31

Filed2026-05-15

OLMA

OLEMA PHARMACEUTICALS INC

24.44%

Shares768.7K

Event2026-03-31

Filed2026-05-15

QURE

UNIQURE NV

91.35%

Shares615.5K

Event2026-03-31

Filed2026-05-15

MLTX

MOONLAKE IMMUNOTHERAPEUTICS

20.15%

Shares315.6K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available