First Turn Management, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$496.1B
Holdings
35
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IM8NINSMED INC | 401,629 | $30.6B | 6.18% | |
| 2 | VRNAVERONA PHARMA PLC | 435,385 | $27.6B | 5.57% | |
| 3 | ARGXARGENX SE | 41,911 | $24.8B | 5.00% | |
| 4 | NUVLNUVALENT INC | 331,927 | $23.5B | 4.75% | |
| 5 | XENEXENON PHARMACEUTICALS INC | 683,451 | $22.9B | 4.62% | |
| 6 | BBIOBRIDGEBIO PHARMA INC | 656,699 | $22.7B | 4.58% | |
| 7 | MIRMMIRUM PHARMACEUTICALS INC | 503,014 | $22.7B | 4.57% | |
| 8 | NTRANATERA INC | 139,942 | $19.8B | 3.99% | |
| 9 | MRUSMERUS N V | 463,960 | $19.5B | 3.94% | |
| 10 | BSXBOSTON SCIENTIFIC CORP | 178,156 | $18.0B | 3.62% | |
| 11 | ASNDASCENDIS PHARMA A/S | 113,278 | $17.7B | 3.56% | |
| 12 | TGTXTG THERAPEUTICS INC | 400,644 | $15.8B | 3.18% | |
| 13 | VERAVERA THERAPEUTICS INC | 623,612 | $15.0B | 3.02% | |
| 14 | AXSMAXSOME THERAPEUTICS INC | 118,179 | $13.8B | 2.78% | |
| 15 | GHGUARDANT HEALTH INC | 315,737 | $13.5B | 2.71% | |
| 16 | SWTXSPRINGWORKS THERAPEUTICS INC | 304,076 | $13.4B | 2.71% | |
| 17 | GKOSGLAUKOS CORP | 136,241 | $13.4B | 2.70% | |
| 18 | EXASEXACT SCIENCES CORP | 300,909 | $13.0B | 2.63% | |
| 19 | PODDINSULET CORP | 49,350 | $13.0B | 2.61% | |
| 20 | RVMDREVOLUTION MEDICINES INC | 340,109 | $12.0B | 2.42% | |
| 21 | JANXJANUX THERAPEUTICS INC | 430,163 | $11.6B | 2.34% | |
| 22 | ORICORIC PHARMACEUTICALS INC | 2,027,430 | $11.3B | 2.28% | |
| 23 | ADMAADMA BIOLOGICS INC | 566,945 | $11.2B | 2.27% | |
| 24 | ISRGINTUITIVE SURGICAL INC | 22,109 | $10.9B | 2.21% | |
| 25 | ELVNENLIVEN THERAPEUTICS INC | 535,092 | $10.5B | 2.12% | |
| 26 | PCVXVAXCYTE INC | 276,905 | $10.5B | 2.11% | |
| 27 | APGEAPOGEE THERAPEUTICS INC | 229,675 | $8.6B | 1.73% | |
| 28 | SPRYARS PHARMACEUTICALS INC | 669,010 | $8.4B | 1.70% | |
| 29 | 2L9BLUEPRINT MEDICINES CORP | 92,033 | $8.1B | 1.64% | |
| 30 | RDNTRADNET INC | 157,615 | $7.8B | 1.58% | |
| 31 | HQYHEALTHEQUITY INC | 83,966 | $7.4B | 1.50% | |
| 32 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 179,196 | $7.0B | 1.41% | |
| 33 | HROWHARROW INC | 188,829 | $5.0B | 1.01% | |
| 34 | PRAXPRAXIS PRECISION MEDICINES I | 71,775 | $2.7B | 0.55% | |
| 35 | SLNOSOLENO THERAPEUTICS INC | 29,115 | $2.1B | 0.42% |