First Turn Management, LLC
CIK: 0001993440Latest portfolio: $875.2M · Q4 2025
Holdings
33
Total Value
$875.2M
New Positions
12
Closed Positions
8
Top Holdings
View All 33 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | ABVXABIVAX SA | 381,233 | $51.4M | 5.87% | +89K | |
| 2 | RVMDREVOLUTION MEDICINES INC | 638,385 | $50.8M | 5.81% | -4,665 | |
| 3 | IM8NINSMED INC | 264,293 | $46.0M | 5.26% | -55,480 | |
| 4 | BBIOBRIDGEBIO PHARMA INC | 595,473 | $45.5M | 5.20% | +6K | |
| 5 | MIRMMIRUM PHARMACEUTICALS INC | 481,564 | $38.0M | 4.35% | -89,005 | |
| 6 | AXSMAXSOME THERAPEUTICS INC | 206,921 | $37.8M | 4.32% | +54K | |
| 7 | NUVLNUVALENT INC | 368,697 | $37.1M | 4.24% | -26,057 | |
| 8 | XENEXENON PHARMACEUTICALS INC | 799,743 | $35.8M | 4.10% | — | |
| 9 | APGEAPOGEE THERAPEUTICS INC | 474,839 | $35.8M | 4.10% | +72K | |
| 10 | TERNTERNS PHARMACEUTICALS INC | 872,049 | $35.2M | 4.03% | NEW | |
| 11 | NAMSNEWAMSTERDAM PHARMA COMPANY | 893,473 | $31.3M | 3.58% | +177K | |
| 12 | UTHUNITED THERAPEUTICS CORP DEL | 63,580 | $31.0M | 3.54% | -21,738 | |
| 13 | VERAVERA THERAPEUTICS INC | 601,774 | $30.5M | 3.48% | +247K | |
| 14 | COGTCOGENT BIOSCIENCES INC | 824,283 | $29.3M | 3.35% | NEW | |
| 15 | ASNDASCENDIS PHARMA A/S | 131,808 | $28.1M | 3.21% | -14,483 | |
| 16 | GHGUARDANT HEALTH INC | 271,685 | $27.7M | 3.17% | NEW | |
| 17 | ROIVROIVANT SCIENCES LTD | 1,186,817 | $25.8M | 2.94% | +227K | |
| 18 | IDYAIDEAYA BIOSCIENCES INC | 723,653 | $25.0M | 2.86% | NEW | |
| 19 | VRDNVIRIDIAN THERAPEUTICS INC | 690,528 | $21.5M | 2.46% | NEW | |
| 20 | FULCFULCRUM THERAPEUTICS INC | 1,892,683 | $21.4M | 2.45% | NEW | |
| 21 | CYTKCYTOKINETICS INC | 325,668 | $20.7M | 2.36% | +71K | |
| 22 | SRRKSCHOLAR ROCK HLDG CORP | 459,727 | $20.3M | 2.31% | NEW | |
| 23 | ARGXARGENX SE | 23,256 | $19.6M | 2.23% | -15,511 | |
| 24 | NTRANATERA INC | 80,875 | $18.5M | 2.12% | — | |
| 25 | ORICORIC PHARMACEUTICALS INC | 2,010,307 | $16.4M | 1.88% | -149,167 |
Quarterly Changes
New Positions
Sector Breakdown
Healthcare0.0% ($5.141150847455474e+143T)
Unknown0.0% ($4.6T)
Filing History
Fund Information
First Turn Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $875.2M across 33 holdings. The largest position is ABIVAX SA (ABVX), representing 5.9% of the portfolio. Compared to the previous quarter, the fund opened 12 new positions and closed 8 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.