First Turn Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 0 | 85,318 | +85,318 | 0 | 35,766,159 | 5.37% | +35,766,159 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 0 | 181,897 | +181,897 | 0 | 25,534,701 | 3.83% | +25,534,701 |
| ABIVAX SA(ABVX) | 0 | 291,820 | +291,820 | 0 | 24,775,518 | 3.72% | +24,775,518 |
| MERUS N V | 292,964 | 372,022 | +79,058 | 15,409,906 | 35,025,871 | 5.26% | +19,615,965 |
| KYMERA THERAPEUTICS INC(KYMR) | 0 | 277,726 | +277,726 | 0 | 15,719,292 | 2.36% | +15,719,292 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 527,540 | 570,569 | +43,029 | 26,846,511 | 41,828,413 | 6.28% | +14,981,902 |
| REVOLUTION MEDICINES INC(RVMD) | 415,591 | 643,050 | +227,459 | 15,289,593 | 30,030,435 | 4.51% | +14,740,842 |
| ROIVANT SCIENCES LTD(ROIV) | 0 | 959,703 | +959,703 | 0 | 14,520,306 | 2.18% | +14,520,306 |
| CYTOKINETICS INC(CYTK) | 0 | 254,795 | +254,795 | 0 | 14,003,533 | 2.10% | +14,003,533 |
| AKERO THERAPEUTICS INC | 114,554 | 397,010 | +282,456 | 6,112,601 | 18,850,035 | 2.83% | +12,737,434 |
| ARCELLX INC | 215,223 | 313,733 | +98,510 | 14,172,435 | 25,757,479 | 3.87% | +11,585,044 |
| XENON PHARMACEUTICALS INC(XENE) | 660,617 | 799,743 | +139,126 | 20,677,312 | 32,109,681 | 4.82% | +11,432,369 |
| NEWAMSTERDAM PHARMA COMPANY | 521,097 | 716,971 | +195,874 | 9,437,067 | 20,390,655 | 3.06% | +10,953,588 |
| DISC MEDICINE INC(IRON) | 299,464 | 397,693 | +98,229 | 15,859,613 | 26,279,553 | 3.95% | +10,419,940 |
| NUVALENT INC(NUVL) | 320,798 | 394,754 | +73,956 | 24,476,887 | 34,138,326 | 5.13% | +9,661,439 |
| INSMED INC(INSM) | 372,672 | 319,773 | -52,899 | 37,505,710 | 46,050,510 | 6.91% | +8,544,800 |
| BRIDGEBIO PHARMA INC(BBIO) | 551,684 | 589,729 | +38,045 | 23,821,715 | 30,630,524 | 4.60% | +6,808,809 |
| ASCENDIS PHARMA A/S(ASND) | 134,687 | 146,291 | +11,604 | 23,246,976 | 29,084,114 | 4.37% | +5,837,138 |
| ENLIVEN THERAPEUTICS INC | 509,987 | 783,411 | +273,424 | 10,230,339 | 16,036,423 | 2.41% | +5,806,084 |
| ORIC PHARMACEUTICALS INC(ORIC) | 2,009,923 | 2,159,474 | +149,551 | 20,400,718 | 25,913,688 | 3.89% | +5,512,970 |
| JANUX THERAPEUTICS INC(JANX) | 447,420 | 639,699 | +192,279 | 10,335,402 | 15,634,244 | 2.35% | +5,298,842 |
| ARGENX SE(ARGX) | 43,953 | 38,767 | -5,186 | 24,227,773 | 28,592,989 | 4.29% | +4,365,216 |
| AXSOME THERAPEUTICS INC(AXSM) | 144,400 | 152,614 | +8,214 | 15,073,916 | 18,534,970 | 2.78% | +3,461,054 |
| VERA THERAPEUTICS INC(VERA) | 309,666 | 354,529 | +44,863 | 7,295,731 | 10,302,613 | 1.55% | +3,006,882 |
| APOGEE THERAPEUTICS INC(APGE) | 311,490 | 402,811 | +91,321 | 13,528,011 | 16,003,681 | 2.40% | +2,475,670 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 0 | 262,643 | +262,643 | 0 | 1,883,150 | 0.28% | +1,883,150 |
| HARROW INC(HROW) | 228,761 | 160,234 | -68,527 | 6,986,361 | 7,720,074 | 1.16% | +733,713 |
| BETA BIONICS INC | 157,194 | 0 | -157,194 | 2,288,745 | 0 | — | -2,288,745 |
| KALVISTA PHARMACEUTICALS INC | 214,138 | 0 | -214,138 | 2,420,830 | 0 | — | -2,420,830 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 17,879 | 0 | -17,879 | 5,830,163 | 0 | — | -5,830,163 |
| NATERA INC(NTRA) | 118,130 | 80,875 | -37,255 | 19,956,882 | 13,018,449 | 1.95% | -6,938,433 |
| SOLENO THERAPEUTICS INC | 86,332 | 0 | -86,332 | 7,232,895 | 0 | — | -7,232,895 |
| ARS PHARMACEUTICALS INC | 455,953 | 0 | -455,953 | 7,956,380 | 0 | — | -7,956,380 |
| ADMA BIOLOGICS INC | 1,092,361 | 808,673 | -283,688 | 19,891,894 | 11,855,146 | 1.78% | -8,036,748 |
| HEALTHEQUITY INC(HQY) | 80,880 | 0 | -80,880 | 8,472,989 | 0 | — | -8,472,989 |
| RADNET INC(RDNT) | 197,759 | 0 | -197,759 | 11,254,465 | 0 | — | -11,254,465 |
| BOSTON SCIENTIFIC CORP(BSX) | 138,834 | 0 | -138,834 | 14,912,160 | 0 | — | -14,912,160 |
| GUARDANT HEALTH INC(GH) | 302,307 | 0 | -302,307 | 15,732,056 | 0 | — | -15,732,056 |
| TG THERAPEUTICS INC(TGTX) | 447,884 | 0 | -447,884 | 16,119,345 | 0 | — | -16,119,345 |
| INSULET CORP(PODD) | 51,408 | 0 | -51,408 | 16,151,365 | 0 | — | -16,151,365 |
| INTUITIVE SURGICAL INC | 32,305 | 0 | -32,305 | 17,554,860 | 0 | — | -17,554,860 |
| VERONA PHARMA PLC | 309,988 | 0 | -309,988 | 29,318,665 | 0 | — | -29,318,665 |