Fund HoldingsFirst Turn Management, LLC

Total Portfolio Value
$895.10M
Total Bought
$200.23M
Total Sold
$175.42M
Net Transaction
+$24.81M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
UNITED THERAPEUTICS CORP DEL(UTHR)63,580104,726+41,14630,97962,1006.94%+31,121
ENLIVEN THERAPEUTICS INC0623,839+623,839024,4542.73%+24,454
CELCUITY INC(CELC)0210,578+210,578024,0352.69%+24,035
DIANTHUS THERAPEUTICS INC(DNTH)0220,921+220,921018,5402.07%+18,540
PALVELLA THERAPEUTICS INC NE(PVLA)0148,093+148,093018,4602.06%+18,460
ERASCA INC(ERAS)0867,639+867,639014,0381.57%+14,038
XENON PHARMACEUTICALS INC(XENE)799,743786,844-12,89935,84445,7555.11%+9,910
ORIC PHARMACEUTICALS INC(ORIC)2,010,3072,017,284+6,97716,44425,5592.86%+9,115
APOGEE THERAPEUTICS INC(APGE)474,839513,770+38,93135,84143,2444.83%+7,403
ROIVANT SCIENCES LTD(ROIV)1,186,8171,190,118+3,30125,75432,9663.68%+7,212
COGENT BIOSCIENCES INC(COGT)824,283947,339+123,05629,27936,4634.07%+7,185
BRIDGEBIO PHARMA INC(BBIO)595,473695,718+100,24545,54851,6645.77%+6,116
KYMERA THERAPEUTICS INC(KYMR)206,445254,672+48,22716,06321,2122.37%+5,148
IDEAYA BIOSCIENCES INC(IDYA)723,653873,838+150,18525,01729,1163.25%+4,100
PRAXIS PRECISION MEDICINES I(PRAX)35,74942,441+6,69210,53713,6741.53%+3,137
MOONLAKE IMMUNOTHERAPEUTICS(MLTX)262,643315,563+52,9203,4625,8820.66%+2,420
UNIQURE NV(QURE)321,655615,489+293,8347,69710,0631.12%+2,366
SCHOLAR ROCK HLDG CORP(SRRK)459,727446,390-13,33720,25121,9452.45%+1,694
NUVALENT INC(NUVL)368,697370,344+1,64737,08737,9424.24%+855
ABIVAX SA(ABVX)381,233465,869+84,63651,41151,8755.80%+463
MIRUM PHARMACEUTICALS INC(MIRM)481,564400,464-81,10038,03936,9954.13%-1,044
CYTOKINETICS INC(CYTK)325,668283,700-41,96820,69318,6992.09%-1,994
NATERA INC(NTRA)80,87581,077+20218,52816,2151.81%-2,313
VIRIDIAN THERAPEUTICS INC(VRDN)690,528911,337+220,80921,48917,8261.99%-3,663
OLEMA PHARMACEUTICALS INC(OLMA)617,714768,662+150,94815,44311,4611.28%-3,982
FULCRUM THERAPEUTICS INC1,892,6832,256,109+363,42621,40617,3041.93%-4,102
REVOLUTION MEDICINES INC(RVMD)638,385468,376-170,00950,84745,5505.09%-5,298
INSMED INC(INSM)264,293248,475-15,81845,99840,6314.54%-5,367
AXSOME THERAPEUTICS INC.(AXSM)206,921188,772-18,14937,79231,9063.56%-5,886
ASCENDIS PHARMA A/S(ASND)131,80876,300-55,50828,10717,4521.95%-10,655
DISC MEDICINE INC(IRON)153,2060-153,20612,1660-12,166
ARCUS BIOSCIENCES INC(RCUS)565,1420-565,14213,4670-13,467
NEWAMSTERDAM PHARMA COMPANY
ORDINARY SHARES
893,473558,336-335,13731,34317,8722.00%-13,471
VERA THERAPEUTICS INC(VERA)601,774422,023-179,75130,47416,9781.90%-13,496
RHYTHM PHARMACEUTICALS INC(RYTM)146,3030-146,30315,6600-15,660
TERNS PHARMACEUTICALS INC872,049326,694-545,35535,23117,2231.92%-18,007
ARGENX SE(ARGX)23,2560-23,25619,5570-19,557
GUARDANT HEALTH INC(GH)271,6850-271,68527,7500-27,750
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