First Turn Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 63,580 | 104,726 | +41,146 | 30,979,355 | 62,100,423 | 6.94% | +31,121,068 |
| ENLIVEN THERAPEUTICS INC | 0 | 623,839 | +623,839 | 0 | 24,454,489 | 2.73% | +24,454,489 |
| CELCUITY INC(CELC) | 0 | 210,578 | +210,578 | 0 | 24,035,373 | 2.69% | +24,035,373 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 0 | 220,921 | +220,921 | 0 | 18,539,690 | 2.07% | +18,539,690 |
| PALVELLA THERAPEUTICS INC NE(PVLA) | 0 | 148,093 | +148,093 | 0 | 18,459,792 | 2.06% | +18,459,792 |
| ERASCA INC(ERAS) | 0 | 867,639 | +867,639 | 0 | 14,038,399 | 1.57% | +14,038,399 |
| XENON PHARMACEUTICALS INC(XENE) | 799,743 | 786,844 | -12,899 | 35,844,481 | 45,754,979 | 5.11% | +9,910,498 |
| ORIC PHARMACEUTICALS INC | 2,010,307 | 2,017,284 | +6,977 | 16,444,311 | 25,558,988 | 2.86% | +9,114,677 |
| APOGEE THERAPEUTICS INC(APGE) | 474,839 | 513,770 | +38,931 | 35,840,848 | 43,244,021 | 4.83% | +7,403,173 |
| ROIVANT SCIENCES LTD(ROIV) | 1,186,817 | 1,190,118 | +3,301 | 25,753,929 | 32,966,269 | 3.68% | +7,212,340 |
| COGENT BIOSCIENCES INC(COGT) | 824,283 | 947,339 | +123,056 | 29,278,532 | 36,463,078 | 4.07% | +7,184,546 |
| BRIDGEBIO PHARMA INC(BBIO) | 595,473 | 695,718 | +100,245 | 45,547,730 | 51,664,019 | 5.77% | +6,116,289 |
| KYMERA THERAPEUTICS INC(KYMR) | 206,445 | 254,672 | +48,227 | 16,063,485 | 21,211,631 | 2.37% | +5,148,146 |
| IDEAYA BIOSCIENCES INC(IDYA) | 723,653 | 873,838 | +150,185 | 25,016,684 | 29,116,282 | 3.25% | +4,099,598 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 35,749 | 42,441 | +6,692 | 10,536,660 | 13,674,066 | 1.53% | +3,137,406 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 262,643 | 315,563 | +52,920 | 3,461,635 | 5,882,094 | 0.66% | +2,420,459 |
| UNIQURE NV(QURE) | 321,655 | 615,489 | +293,834 | 7,697,204 | 10,063,245 | 1.12% | +2,366,041 |
| SCHOLAR ROCK HLDG CORP(SRRK) | 459,727 | 446,390 | -13,337 | 20,250,974 | 21,944,532 | 2.45% | +1,693,558 |
| NUVALENT INC(NUVL) | 368,697 | 370,344 | +1,647 | 37,087,231 | 37,941,743 | 4.24% | +854,512 |
| ABIVAX SA(ABVX) | 381,233 | 465,869 | +84,636 | 51,411,176 | 51,874,513 | 5.80% | +463,337 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 481,564 | 400,464 | -81,100 | 38,038,740 | 36,994,864 | 4.13% | -1,043,876 |
| CYTOKINETICS INC(CYTK) | 325,668 | 283,700 | -41,968 | 20,692,945 | 18,698,667 | 2.09% | -1,994,278 |
| NATERA INC(NTRA) | 80,875 | 81,077 | +202 | 18,527,654 | 16,214,589 | 1.81% | -2,313,065 |
| VIRIDIAN THERAPEUTICS INC(VRDN) | 690,528 | 911,337 | +220,809 | 21,489,231 | 17,825,752 | 1.99% | -3,663,479 |
| OLEMA PHARMACEUTICALS INC(OLMA) | 617,714 | 768,662 | +150,948 | 15,442,850 | 11,460,750 | 1.28% | -3,982,100 |
| FULCRUM THERAPEUTICS INC | 1,892,683 | 2,256,109 | +363,426 | 21,406,245 | 17,304,356 | 1.93% | -4,101,889 |
| REVOLUTION MEDICINES INC(RVMD) | 638,385 | 468,376 | -170,009 | 50,847,365 | 45,549,566 | 5.09% | -5,297,799 |
| INSMED INC(INSM) | 264,293 | 248,475 | -15,818 | 45,997,554 | 40,630,632 | 4.54% | -5,366,922 |
| AXSOME THERAPEUTICS INC.(AXSM) | 206,921 | 188,772 | -18,149 | 37,792,051 | 31,906,243 | 3.56% | -5,885,808 |
| ASCENDIS PHARMA A/S(ASND) | 131,808 | 76,300 | -55,508 | 28,106,738 | 17,452,099 | 1.95% | -10,654,639 |
| DISC MEDICINE INC(IRON) | 153,206 | 0 | -153,206 | 12,166,088 | 0 | — | -12,166,088 |
| ARCUS BIOSCIENCES INC(RCUS) | 565,142 | 0 | -565,142 | 13,467,334 | 0 | — | -13,467,334 |
| NEWAMSTERDAM PHARMA COMPANY | 893,473 | 558,336 | -335,137 | 31,343,033 | 17,872,335 | 2.00% | -13,470,698 |
| VERA THERAPEUTICS INC(VERA) | 601,774 | 422,023 | -179,751 | 30,473,835 | 16,977,985 | 1.90% | -13,495,850 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 146,303 | 0 | -146,303 | 15,660,273 | 0 | — | -15,660,273 |
| TERNS PHARMACEUTICALS INC | 872,049 | 326,694 | -545,355 | 35,230,780 | 17,223,308 | 1.92% | -18,007,472 |
| ARGENX SE(ARGX) | 23,256 | 0 | -23,256 | 19,557,133 | 0 | — | -19,557,133 |
| GUARDANT HEALTH INC(GH) | 271,685 | 0 | -271,685 | 27,749,906 | 0 | — | -27,749,906 |