First Turn Management, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$875.2M
Holdings
33
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ABVXABIVAX SA | 381,233 | $51.4M | 5.87% | |
| 2 | RVMDREVOLUTION MEDICINES INC | 638,385 | $50.8M | 5.81% | |
| 3 | IM8NINSMED INC | 264,293 | $46.0M | 5.26% | |
| 4 | BBIOBRIDGEBIO PHARMA INC | 595,473 | $45.5M | 5.20% | |
| 5 | MIRMMIRUM PHARMACEUTICALS INC | 481,564 | $38.0M | 4.35% | |
| 6 | AXSMAXSOME THERAPEUTICS INC | 206,921 | $37.8M | 4.32% | |
| 7 | NUVLNUVALENT INC | 368,697 | $37.1M | 4.24% | |
| 8 | XENEXENON PHARMACEUTICALS INC | 799,743 | $35.8M | 4.10% | |
| 9 | APGEAPOGEE THERAPEUTICS INC | 474,839 | $35.8M | 4.10% | |
| 10 | TERNTERNS PHARMACEUTICALS INC | 872,049 | $35.2M | 4.03% | |
| 11 | NAMSNEWAMSTERDAM PHARMA COMPANY | 893,473 | $31.3M | 3.58% | |
| 12 | UTHUNITED THERAPEUTICS CORP DEL | 63,580 | $31.0M | 3.54% | |
| 13 | VERAVERA THERAPEUTICS INC | 601,774 | $30.5M | 3.48% | |
| 14 | COGTCOGENT BIOSCIENCES INC | 824,283 | $29.3M | 3.35% | |
| 15 | ASNDASCENDIS PHARMA A/S | 131,808 | $28.1M | 3.21% | |
| 16 | GHGUARDANT HEALTH INC | 271,685 | $27.7M | 3.17% | |
| 17 | ROIVROIVANT SCIENCES LTD | 1,186,817 | $25.8M | 2.94% | |
| 18 | IDYAIDEAYA BIOSCIENCES INC | 723,653 | $25.0M | 2.86% | |
| 19 | VRDNVIRIDIAN THERAPEUTICS INC | 690,528 | $21.5M | 2.46% | |
| 20 | FULCFULCRUM THERAPEUTICS INC | 1,892,683 | $21.4M | 2.45% | |
| 21 | CYTKCYTOKINETICS INC | 325,668 | $20.7M | 2.36% | |
| 22 | SRRKSCHOLAR ROCK HLDG CORP | 459,727 | $20.3M | 2.31% | |
| 23 | ARGXARGENX SE | 23,256 | $19.6M | 2.23% | |
| 24 | NTRANATERA INC | 80,875 | $18.5M | 2.12% | |
| 25 | ORICORIC PHARMACEUTICALS INC | 2,010,307 | $16.4M | 1.88% | |
| 26 | KYMRKYMERA THERAPEUTICS INC | 206,445 | $16.1M | 1.84% | |
| 27 | RYTMRHYTHM PHARMACEUTICALS INC | 146,303 | $15.7M | 1.79% | |
| 28 | OLMAOLEMA PHARMACEUTICALS INC | 617,714 | $15.4M | 1.76% | |
| 29 | RCUSARCUS BIOSCIENCES INC | 565,142 | $13.5M | 1.54% | |
| 30 | IRONDISC MEDICINE INC | 153,206 | $12.2M | 1.39% | |
| 31 | PRAXPRAXIS PRECISION MEDICINES I | 35,749 | $10.5M | 1.20% | |
| 32 | QUREUNIQURE NV | 321,655 | $7.7M | 0.88% | |
| 33 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 262,643 | $3.5M | 0.40% |