First Turn Management, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$666.0B
Holdings
29
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IM8NINSMED INC | 319,773 | $46.1B | 6.91% | |
| 2 | MIRMMIRUM PHARMACEUTICALS INC | 570,569 | $41.8B | 6.28% | |
| 3 | UTHUNITED THERAPEUTICS CORP DEL | 85,318 | $35.8B | 5.37% | |
| 4 | MRUSMERUS N V | 372,022 | $35.0B | 5.26% | |
| 5 | NUVLNUVALENT INC | 394,754 | $34.1B | 5.13% | |
| 6 | XENEXENON PHARMACEUTICALS INC | 799,743 | $32.1B | 4.82% | |
| 7 | BBIOBRIDGEBIO PHARMA INC | 589,729 | $30.6B | 4.60% | |
| 8 | RVMDREVOLUTION MEDICINES INC | 643,050 | $30.0B | 4.51% | |
| 9 | ASNDASCENDIS PHARMA A/S | 146,291 | $29.1B | 4.37% | |
| 10 | ARGXARGENX SE | 38,767 | $28.6B | 4.29% | |
| 11 | IRONDISC MEDICINE INC | 397,693 | $26.3B | 3.95% | |
| 12 | ORICORIC PHARMACEUTICALS INC | 2,159,474 | $25.9B | 3.89% | |
| 13 | ACLXARCELLX INC | 313,733 | $25.8B | 3.87% | |
| 14 | NBIXNEUROCRINE BIOSCIENCES INC | 181,897 | $25.5B | 3.83% | |
| 15 | ABVXABIVAX SA | 291,820 | $24.8B | 3.72% | |
| 16 | NAMSNEWAMSTERDAM PHARMA COMPANY | 716,971 | $20.4B | 3.06% | |
| 17 | AKROAKERO THERAPEUTICS INC | 397,010 | $18.9B | 2.83% | |
| 18 | AXSMAXSOME THERAPEUTICS INC | 152,614 | $18.5B | 2.78% | |
| 19 | ELVNENLIVEN THERAPEUTICS INC | 783,411 | $16.0B | 2.41% | |
| 20 | APGEAPOGEE THERAPEUTICS INC | 402,811 | $16.0B | 2.40% | |
| 21 | KYMRKYMERA THERAPEUTICS INC | 277,726 | $15.7B | 2.36% | |
| 22 | JANXJANUX THERAPEUTICS INC | 639,699 | $15.6B | 2.35% | |
| 23 | ROIVROIVANT SCIENCES LTD | 959,703 | $14.5B | 2.18% | |
| 24 | CYTKCYTOKINETICS INC | 254,795 | $14.0B | 2.10% | |
| 25 | NTRANATERA INC | 80,875 | $13.0B | 1.95% | |
| 26 | ADMAADMA BIOLOGICS INC | 808,673 | $11.9B | 1.78% | |
| 27 | VERAVERA THERAPEUTICS INC | 354,529 | $10.3B | 1.55% | |
| 28 | HROWHARROW INC | 160,234 | $7.7B | 1.16% | |
| 29 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 262,643 | $1.9B | 0.28% |