First Turn Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$536.0B
Holdings
35
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IM8NINSMED INC | 372,672 | $37.5B | 7.00% | |
| 2 | VRNAVERONA PHARMA PLC | 309,988 | $29.3B | 5.47% | |
| 3 | MIRMMIRUM PHARMACEUTICALS INC | 527,540 | $26.8B | 5.01% | |
| 4 | NUVLNUVALENT INC | 320,798 | $24.5B | 4.57% | |
| 5 | ARGXARGENX SE | 43,953 | $24.2B | 4.52% | |
| 6 | BBIOBRIDGEBIO PHARMA INC | 551,684 | $23.8B | 4.44% | |
| 7 | ASNDASCENDIS PHARMA A/S | 134,687 | $23.2B | 4.34% | |
| 8 | XENEXENON PHARMACEUTICALS INC | 660,617 | $20.7B | 3.86% | |
| 9 | ORICORIC PHARMACEUTICALS INC | 2,009,923 | $20.4B | 3.81% | |
| 10 | NTRANATERA INC | 118,130 | $20.0B | 3.72% | |
| 11 | ADMAADMA BIOLOGICS INC | 1,092,361 | $19.9B | 3.71% | |
| 12 | ISRGINTUITIVE SURGICAL INC | 32,305 | $17.6B | 3.27% | |
| 13 | PODDINSULET CORP | 51,408 | $16.2B | 3.01% | |
| 14 | TGTXTG THERAPEUTICS INC | 447,884 | $16.1B | 3.01% | |
| 15 | IRONDISC MEDICINE INC | 299,464 | $15.9B | 2.96% | |
| 16 | GHGUARDANT HEALTH INC | 302,307 | $15.7B | 2.93% | |
| 17 | MRUSMERUS N V | 292,964 | $15.4B | 2.87% | |
| 18 | RVMDREVOLUTION MEDICINES INC | 415,591 | $15.3B | 2.85% | |
| 19 | AXSMAXSOME THERAPEUTICS INC | 144,400 | $15.1B | 2.81% | |
| 20 | BSXBOSTON SCIENTIFIC CORP | 138,834 | $14.9B | 2.78% | |
| 21 | ACLXARCELLX INC | 215,223 | $14.2B | 2.64% | |
| 22 | APGEAPOGEE THERAPEUTICS INC | 311,490 | $13.5B | 2.52% | |
| 23 | RDNTRADNET INC | 197,759 | $11.3B | 2.10% | |
| 24 | JANXJANUX THERAPEUTICS INC | 447,420 | $10.3B | 1.93% | |
| 25 | ELVNENLIVEN THERAPEUTICS INC | 509,987 | $10.2B | 1.91% | |
| 26 | NAMSNEWAMSTERDAM PHARMA COMPANY | 521,097 | $9.4B | 1.76% | |
| 27 | HQYHEALTHEQUITY INC | 80,880 | $8.5B | 1.58% | |
| 28 | SPRYARS PHARMACEUTICALS INC | 455,953 | $8.0B | 1.48% | |
| 29 | VERAVERA THERAPEUTICS INC | 309,666 | $7.3B | 1.36% | |
| 30 | SLNOSOLENO THERAPEUTICS INC | 86,332 | $7.2B | 1.35% | |
| 31 | HROWHARROW INC | 228,761 | $7.0B | 1.30% | |
| 32 | AKROAKERO THERAPEUTICS INC | 114,554 | $6.1B | 1.14% | |
| 33 | ALNYALNYLAM PHARMACEUTICALS INC | 17,879 | $5.8B | 1.09% | |
| 34 | KALVKALVISTA PHARMACEUTICALS INC | 214,138 | $2.4B | 0.45% | |
| 35 | BBNXBETA BIONICS INC | 157,194 | $2.3B | 0.43% |