First Turn Management, LLC Top Holdings and 13F Report (2025) About First Turn Management, LLCInvestment ActivityFirst Turn Management, LLC has $496.05 million in total holdings as of March 31, 2025.First Turn Management, LLC owns shares of 35 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 26.78% of the portfolio was purchased this quarter.About 32.32% of the portfolio was sold this quarter.This quarter, First Turn Management, LLC has purchased 36 new stocks and bought additional shares in 12 stocks.First Turn Management, LLC sold shares of 13 stocks and completely divested from 9 stocks this quarter.Largest Holdings Insmed $30,640,276Verona Pharma $27,642,594argenx $24,805,654Nuvalent $23,540,263Xenon Pharmaceuticals $22,929,781 Largest New Holdings this Quarter 101137107 - Boston Scientific $17,972,377 Holding88322Q108 - TG Therapeutics $15,797,393 Holding40131M109 - Guardant Health $13,450,396 Holding85205L107 - SpringWorks Therapeutics $13,418,874 Holding45784P101 - Insulet $12,959,804 Holding Largest Purchases this Quarter Boston Scientific 178,156 shares (about $17.97M)TG Therapeutics 400,644 shares (about $15.80M)Guardant Health 315,737 shares (about $13.45M)SpringWorks Therapeutics 304,076 shares (about $13.42M)Insulet 49,350 shares (about $12.96M) Largest Sales this Quarter Verona Pharma 206,516 shares (about $13.11M)Axsome Therapeutics 73,967 shares (about $8.63M)Intuitive Surgical 12,923 shares (about $6.40M)HealthEquity 41,901 shares (about $3.70M)Insmed 45,351 shares (about $3.46M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst Turn Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorINSMInsmed$30,640,276$3,459,828 ▼-10.1%401,6296.2%MedicalVRNAVerona Pharma$27,642,594$13,111,701 ▼-32.2%435,3855.6%MedicalARGXargenx$24,805,654$690,706 ▼-2.7%41,9115.0%MedicalNUVLNuvalent$23,540,263$1,589,034 ▲7.2%331,9274.7%MedicalXENEXenon Pharmaceuticals$22,929,781$51,499 ▼-0.2%683,4514.6%MedicalBBIOBridgeBio Pharma$22,702,084$7,066,419 ▲45.2%656,6994.6%MedicalMIRMMirum Pharmaceuticals$22,660,781$175,425 ▼-0.8%503,0144.6%MedicalNTRANatera$19,789,198$5,767,124 ▲41.1%139,9424.0%MedicalMRUSMerus$19,528,076$7,525,734 ▲62.7%463,9603.9%MedicalBSXBoston Scientific$17,972,377$17,972,377 ▲New Holding178,1563.6%MedicalASNDAscendis Pharma A/S$17,655,509$3,970,378 ▲29.0%113,2783.6%MedicalTGTXTG Therapeutics$15,797,393$15,797,393 ▲New Holding400,6443.2%MedicalVERAVera Therapeutics$14,979,160$3,814,496 ▲34.2%623,6123.0%MedicalAXSMAxsome Therapeutics$13,783,217$8,626,771 ▼-38.5%118,1792.8%MedicalGHGuardant Health$13,450,396$13,450,396 ▲New Holding315,7372.7%MedicalSWTXSpringWorks Therapeutics$13,418,874$13,418,874 ▲New Holding304,0762.7%MedicalGKOSGlaukos$13,408,839$3,950,972 ▲41.8%136,2412.7%MedicalEXASExact Sciences$13,026,351$388,788 ▼-2.9%300,9092.6%MedicalPODDInsulet$12,959,804$12,959,804 ▲New Holding49,3502.6%MedicalRVMDRevolution Medicines$12,026,254$2,256,180 ▼-15.8%340,1092.4%MedicalJANXJanux Therapeutics$11,614,401$1,257,147 ▲12.1%430,1632.3%MedicalORICORIC Pharmaceuticals$11,313,059$3,216,273 ▲39.7%2,027,4302.3%MedicalADMAADMA Biologics$11,248,189$2,326,934 ▼-17.1%566,9452.3%MedicalISRGIntuitive Surgical$10,949,924$6,400,374 ▼-36.9%22,1092.2%MedicalELVNEnliven Therapeutics$10,530,6110.0%535,0922.1%MedicalPCVXVaxcyte$10,455,9330.0%276,9052.1%MedicalAPOGEE THERAPEUTICS INC$8,580,658$861,148 ▼-9.1%229,6751.7%COMSPRYARS Pharmaceuticals$8,416,146$952,545 ▲12.8%669,0101.7%MedicalBPMCBlueprint Medicines$8,145,841$2,203,014 ▲37.1%92,0331.6%MedicalRDNTRadNet$7,836,618$7,836,618 ▲New Holding157,6151.6%MedicalHQYHealthEquity$7,420,075$3,702,791 ▼-33.3%83,9661.5%MedicalMLTXMoonLake Immunotherapeutics$7,001,188$7,001,188 ▲New Holding179,1961.4%MedicalHROWHarrow$5,022,851$3,086,797 ▼-38.1%188,8291.0%MedicalPRAXIS PRECISION MEDICINES I$2,718,119$993,671 ▲57.6%71,7750.5%COM NEWSLNOSoleno Therapeutics$2,080,267$2,080,267 ▲New Holding29,1150.4%MedicalITCIIntra-Cellular Therapies$0$24,589,457 ▼-100.0%00.0%MedicalCRNXCrinetics Pharmaceuticals$0$23,181,115 ▼-100.0%00.0%MedicalGERNGeron$0$13,782,378 ▼-100.0%00.0%MedicalDAWNDay One Biopharmaceuticals$0$12,009,614 ▼-100.0%00.0%MedicalACLXArcellx$0$11,684,182 ▼-100.0%00.0%MedicalBHVNBiohaven$0$9,802,209 ▼-100.0%00.0%MedicalCRMDCorMedix$0$8,273,510 ▼-100.0%00.0%MedicalBICARA THERAPEUTICS INC$0$6,030,281 ▼-100.0%00.0%COMSNDXSyndax Pharmaceuticals$0$5,837,780 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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