First Turn Management, LLC Top Holdings and 13F Report (2025) About First Turn Management, LLCInvestment ActivityFirst Turn Management, LLC has $536.03 million in total holdings as of June 30, 2025.First Turn Management, LLC owns shares of 35 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 18.17% of the portfolio was purchased this quarter.About 22.16% of the portfolio was sold this quarter.This quarter, First Turn Management, LLC has purchased 35 new stocks and bought additional shares in 14 stocks.First Turn Management, LLC sold shares of 14 stocks and completely divested from 7 stocks this quarter.Largest Holdings Insmed $37,505,710Verona Pharma PLC American Depositary Share $29,318,665Mirum Pharmaceuticals $26,846,511Nuvalent $24,476,887argenex $24,227,773 Largest New Holdings this Quarter 254604101 - Disc Medicine $15,859,613 Holding03940C100 - Arcellx $14,172,435 HoldingN62509109 - NewAmsterdam Pharma $9,437,067 Holding00973Y108 - Akero Therapeutics $6,112,601 Holding02043Q107 - Alnylam Pharmaceuticals $5,830,163 Holding Largest Purchases this Quarter Disc Medicine 299,464 shares (about $15.86M)Arcellx 215,223 shares (about $14.17M)ADMA Biologics 525,416 shares (about $9.57M)NewAmsterdam Pharma 521,097 shares (about $9.44M)Akero Therapeutics 114,554 shares (about $6.11M) Largest Sales this Quarter Verona Pharma PLC American Depositary Share 125,397 shares (about $11.86M)Merus 170,996 shares (about $8.99M)Vera Therapeutics 313,946 shares (about $7.40M)BridgeBio Pharma 105,015 shares (about $4.53M)Boston Scientific 39,322 shares (about $4.22M) 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$37,505,710$2,914,232 ▼-7.2%372,6727.0%MedicalVRNAVerona Pharma PLC American Depositary Share$29,318,665$11,860,048 ▼-28.8%309,9885.5%MedicalMIRMMirum Pharmaceuticals$26,846,511$1,248,128 ▲4.9%527,5405.0%MedicalNUVLNuvalent$24,476,887$849,143 ▼-3.4%320,7984.6%MedicalARGXargenex$24,227,773$1,125,591 ▲4.9%43,9534.5%MedicalBBIOBridgeBio Pharma$23,821,715$4,534,548 ▼-16.0%551,6844.4%MedicalASNDAscendis Pharma A/S$23,246,976$3,695,193 ▲18.9%134,6874.3%MedicalXENEXenon Pharmaceuticals$20,677,312$714,704 ▼-3.3%660,6173.9%MedicalORICOric Pharmaceuticals$20,400,718$177,696 ▼-0.9%2,009,9233.8%MedicalNTRANatera$19,956,882$3,684,919 ▼-15.6%118,1303.7%MedicalADMAADMA Biologics$19,891,894$9,567,825 ▲92.7%1,092,3613.7%MedicalISRGIntuitive Surgical$17,554,860$5,540,608 ▲46.1%32,3053.3%MedicalPODDInsulet$16,151,365$646,582 ▲4.2%51,4083.0%MedicalTGTXTG Therapeutics$16,119,345$1,700,168 ▲11.8%447,8843.0%MedicalIRONDisc Medicine$15,859,613$15,859,613 ▲New Holding299,4643.0%MedicalGHGuardant Health$15,732,056$698,897 ▼-4.3%302,3072.9%MedicalMRUSMerus$15,409,906$8,994,389 ▼-36.9%292,9642.9%MedicalRVMDRevolution Medicines$15,289,593$2,776,983 ▲22.2%415,5912.9%MedicalAXSMAxsome Therapeutics$15,073,916$2,737,210 ▲22.2%144,4002.8%MedicalBSXBoston Scientific$14,912,160$4,223,576 ▼-22.1%138,8342.8%MedicalACLXArcellx$14,172,435$14,172,435 ▲New Holding215,2232.6%MedicalAPOGEE THERAPEUTICS INC$13,528,011$3,553,226 ▲35.6%311,4902.5%COMRDNTRadNet$11,254,465$2,284,595 ▲25.5%197,7592.1%MedicalJANXJanux Therapeutics$10,335,402$398,637 ▲4.0%447,4201.9%MedicalELVNEnliven Therapeutics$10,230,339$503,606 ▼-4.7%509,9871.9%MedicalNAMSNewAmsterdam Pharma$9,437,067$9,437,067 ▲New Holding521,0971.8%MedicalHQYHealthEquity$8,472,989$323,289 ▼-3.7%80,8801.6%MedicalSPRYARS Pharmaceuticals$7,956,380$3,717,845 ▼-31.8%455,9531.5%MedicalVERAVera Therapeutics$7,295,731$7,396,568 ▼-50.3%309,6661.4%MedicalSLNOSoleno Therapeutics$7,232,895$4,793,640 ▲196.5%86,3321.3%MedicalHROWHarrow$6,986,361$1,219,523 ▲21.1%228,7611.3%MedicalAKROAkero Therapeutics$6,112,601$6,112,601 ▲New Holding114,5541.1%MedicalALNYAlnylam Pharmaceuticals$5,830,163$5,830,163 ▲New Holding17,8791.1%MedicalKALVKalVista Pharmaceuticals$2,420,830$2,420,830 ▲New Holding214,1380.5%MedicalBETA BIONICS INC$2,288,745$2,288,745 ▲New Holding157,1940.4%COMSWTXSpringWorks Therapeutics$0$13,418,874 ▼-100.0%00.0%MedicalGKOSGlaukos$0$13,408,839 ▼-100.0%00.0%MedicalEXASExact Sciences$0$13,026,351 ▼-100.0%00.0%MedicalPCVXVaxcyte$0$10,455,933 ▼-100.0%00.0%MedicalBPMCBlueprint Medicines$0$8,145,841 ▼-100.0%00.0%MedicalMLTXMoonLake Immunotherapeutics$0$7,001,188 ▼-100.0%00.0%MedicalPRAXIS PRECISION MEDICINES I$0$2,718,119 ▼-100.0%00.0%COM NEWShowing 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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