First Turn Management, LLC
CIK: 0001993440SEC EDGAR →
Portfolio Value
$875.2M
Holdings
33
As of
Q4 2025
New Positions
7
Closed Positions
13
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ABIVAX SA | 381,233 | $51.4M | 5.87% |
| 2 | REVOLUTION MEDICINES INC | 638,385 | $50.8M | 5.81% |
| 3 | INSMED INC | 264,293 | $46.0M | 5.26% |
| 4 | BRIDGEBIO PHARMA INC | 595,473 | $45.5M | 5.20% |
| 5 | MIRUM PHARMACEUTICALS INC | 481,564 | $38.0M | 4.35% |
| 6 | AXSOME THERAPEUTICS INC | 206,921 | $37.8M | 4.32% |
| 7 | NUVALENT INC | 368,697 | $37.1M | 4.24% |
| 8 | XENON PHARMACEUTICALS INC | 799,743 | $35.8M | 4.10% |
| 9 | APOGEE THERAPEUTICS INC | 474,839 | $35.8M | 4.10% |
| 10 | TERNS PHARMACEUTICALS INC | 872,049 | $35.2M | 4.03% |
Quarterly Changes
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 31 | $798.2M | 91.2% |
| Unknown | 2 | $77.0M | 8.8% |