Investor
First Turn Management, LLC
CIK 0001993440 · filed 2026-05-15 · SEC filing
13F book
$895.1M
Positions
33
5 new · 5 sold
Largest name
6.9%
United Therapeutics Corp Del
Est. mark
$17.5M
Price effect on 28 names still held. Flow $2.35M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| United Therapeutics Corp Del | — | 104.7K | $62.1M | 6.9% | $6.72M | Added$31.1M |
| Abivax Sa | — | 465.9K | $51.9M | 5.8% | −$8.96M | Added$463.3K |
| BridgeBio Pharma, Inc. | BBIO | 695.7K | $51.7M | 5.8% | −$1.33M | Added$6.12M |
| Xenon Pharmaceuticals Inc. | XENE | 786.8K | $45.8M | 5.1% | $10.5M | Cut$9.91M |
| Revolution Medicines Inc | — | 468.4K | $45.5M | 5.1% | $8.24M | Cut−$5.3M |
| Apogee Therapeutics, Inc. | APGE | 513.8K | $43.2M | 4.8% | $4.13M | Added$7.4M |
| Insmed Inc | INSM | 248.5K | $40.6M | 4.5% | −$2.61M | Cut−$5.37M |
| Nuvalent Inc | — | 370.3K | $37.9M | 4.2% | $685.8K | Added$854.5K |
| Mirum Pharmaceuticals, Inc. | MIRM | 400.5K | $37M | 4.1% | $5.36M | Cut−$1.04M |
| Cogent Biosciences, Inc. | COGT | 947.3K | $36.5M | 4.1% | $2.45M | Added$7.18M |
| Roivant Sciences Ltd. | ROIV | 1.19M | $33M | 3.7% | $7.12M | Added$7.21M |
| Axsome Therapeutics, Inc. | AXSM | 188.8K | $31.9M | 3.6% | −$2.57M | Cut−$5.89M |
| IDEAYA Biosciences, Inc. | IDYA | 873.8K | $29.1M | 3.3% | −$904.6K | Added$4.1M |
| Oric Pharmaceuticals, Inc. | ORIC | 2.02M | $25.6M | 2.9% | $9.03M | Added$9.11M |
| Enliven Therapeutics, Inc. | ELVN | 623.8K | $24.5M | 2.7% | — | New |
| Celcuity Inc. | CELC | 210.6K | $24M | 2.7% | — | New |
| Scholar Rock Hldg Corp | — | 446.4K | $21.9M | 2.5% | $2.28M | Cut$1.69M |
| Kymera Therapeutics, Inc. | KYMR | 254.7K | $21.2M | 2.4% | $1.13M | Added$5.15M |
| Cytokinetics Inc | CYTK | 283.7K | $18.7M | 2.1% | $672.4K | Cut−$1.99M |
| Dianthus Therapeutics Inc | — | 220.9K | $18.5M | 2.1% | — | New |
| Palvella Therapeutics Inc Ne | — | 148.1K | $18.5M | 2.1% | — | New |
| Newamsterdam Pharma Company | — | 558.3K | $17.9M | 2.0% | −$1.71M | Cut−$13.5M |
| Viridian Therapeutics Inc | — | 911.3K | $17.8M | 2.0% | −$7.98M | Added−$3.66M |
| Ascendis Pharma A/S | ASND | 76.3K | $17.5M | 1.9% | $1.18M | Cut−$10.7M |
| Fulcrum Therapeutics, Inc. | FULC | 2.26M | $17.3M | 1.9% | −$6.89M | Added−$4.1M |
| Terns Pharmaceuticals Inc | — | 326.7K | $17.2M | 1.9% | $4.02M | Cut−$18M |
| Vera Therapeutics, Inc. | VERA | 422K | $17M | 1.9% | −$4.39M | Cut−$13.5M |
| Natera, Inc. | NTRA | 81.1K | $16.2M | 1.8% | −$2.35M | Added−$2.31M |
| Erasca, Inc. | ERAS | 867.6K | $14M | 1.6% | — | New |
| Praxis Precision Medicines I | — | 42.4K | $13.7M | 1.5% | $981.3K | Added$3.14M |
| Olema Pharmaceuticals, Inc. | OLMA | 768.7K | $11.5M | 1.3% | −$6.23M | Added−$3.98M |
| Uniqure Nv | — | 615.5K | $10.1M | 1.1% | −$2.44M | Added$2.37M |
| Moonlake Immunotherapeutics | MLTX | 315.6K | $5.88M | 0.7% | $1.43M | Added$2.42M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.