First Turn Management, LLC Top Holdings and 13F Report (2026) About First Turn Management, LLCInvestment ActivityFirst Turn Management, LLC has $895.10 million in total holdings as of March 31, 2026.First Turn Management, LLC owns shares of 33 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 19.61% of the portfolio was purchased this quarter.About 20.32% of the portfolio was sold this quarter.This quarter, First Turn Management, LLC has purchased 33 new stocks and bought additional shares in 17 stocks.First Turn Management, LLC sold shares of 11 stocks and completely divested from 5 stocks this quarter.Largest Holdings United Therapeutics $62,100,423ABIVAX SA $51,874,513BridgeBio Pharma $51,664,019Xenon Pharmaceuticals $45,754,979Revolution Medicines $45,549,566 Largest New Holdings this Quarter 29337E102 - Enliven Therapeutics $24,454,489 Holding15102K100 - Celcuity $24,035,373 Holding252828108 - DIANTHUS THERAPEUTICS INC $18,539,690 Holding697947109 - PALVELLA THERAPEUTICS INC NE $18,459,792 Holding29479A108 - Erasca $14,038,399 Holding Largest Purchases this Quarter Enliven Therapeutics 623,839 shares (about $24.45M)United Therapeutics 41,146 shares (about $24.40M)Celcuity 210,578 shares (about $24.04M)DIANTHUS THERAPEUTICS INC 220,921 shares (about $18.54M)PALVELLA THERAPEUTICS INC NE 148,093 shares (about $18.46M) Largest Sales this Quarter Terns Pharmaceuticals 545,355 shares (about $28.75M)Revolution Medicines 170,009 shares (about $16.53M)Ascendis Pharma A/S 55,508 shares (about $12.70M)NewAmsterdam Pharma 335,137 shares (about $10.73M)Mirum Pharmaceuticals 81,100 shares (about $7.49M) 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 PortfolioSectorUTHRUnited Therapeutics$62,100,423$24,398,755 â–²64.7%104,7266.9%MedicalABIVAX SA$51,874,513$9,424,219 â–²22.2%465,8695.8%SPONSORED ADSBBIOBridgeBio Pharma$51,664,019$7,444,194 â–²16.8%695,7185.8%MedicalXENEXenon Pharmaceuticals$45,754,979$750,077 â–¼-1.6%786,8445.1%MedicalRVMDRevolution Medicines$45,549,566$16,533,375 â–¼-26.6%468,3765.1%MedicalAPOGEE THERAPEUTICS INC$43,244,021$3,276,822 â–²8.2%513,7704.8%COMINSMInsmed$40,630,632$2,586,559 â–¼-6.0%248,4754.5%MedicalNUVLNuvalent$37,941,743$168,735 â–²0.4%370,3444.2%MedicalMIRMMirum Pharmaceuticals$36,994,864$7,492,018 â–¼-16.8%400,4644.1%MedicalCOGTCogent Biosciences$36,463,078$4,736,425 â–²14.9%947,3394.1%MedicalROIVRoivant Sciences$32,966,269$91,438 â–²0.3%1,190,1183.7%MedicalAXSMAxsome Therapeutics$31,906,243$3,067,544 â–¼-8.8%188,7723.6%MedicalIDYAIDEAYA Biosciences$29,116,282$5,004,164 â–²20.8%873,8383.3%MedicalORICOric Pharmaceuticals$25,558,988$88,399 â–²0.3%2,017,2842.9%MedicalELVNEnliven Therapeutics$24,454,489$24,454,489 â–²New Holding623,8392.7%MedicalCELCCelcuity$24,035,373$24,035,373 â–²New Holding210,5782.7%MedicalSRRKScholar Rock$21,944,532$655,647 â–¼-2.9%446,3902.5%MedicalKYMRKymera Therapeutics$21,211,631$4,016,827 â–²23.4%254,6722.4%MedicalCYTKCytokinetics$18,698,667$2,766,111 â–¼-12.9%283,7002.1%MedicalDIANTHUS THERAPEUTICS INC$18,539,690$18,539,690 â–²New Holding220,9212.1%COMPALVELLA THERAPEUTICS INC NE$18,459,792$18,459,792 â–²New Holding148,0932.1%COMNAMSNewAmsterdam Pharma$17,872,335$10,727,735 â–¼-37.5%558,3362.0%MedicalVRDNViridian Therapeutics$17,825,752$4,319,024 â–²32.0%911,3372.0%MedicalASNDAscendis Pharma A/S$17,452,099$12,696,345 â–¼-42.1%76,3001.9%MedicalFULCFulcrum Therapeutics$17,304,356$2,787,477 â–²19.2%2,256,1091.9%MedicalTERNTerns Pharmaceuticals$17,223,308$28,751,116 â–¼-62.5%326,6941.9%MedicalVERAVera Therapeutics$16,977,985$7,231,383 â–¼-29.9%422,0231.9%MedicalNTRANatera$16,214,589$40,398 â–²0.2%81,0771.8%MedicalERASErasca$14,038,399$14,038,399 â–²New Holding867,6391.6%MedicalPRAXIS PRECISION MEDICINES I$13,674,066$2,156,096 â–²18.7%42,4411.5%COM NEWOLMAOlema Pharmaceuticals$11,460,750$2,250,635 â–²24.4%768,6621.3%MedicalQUREuniQure$10,063,245$4,804,186 â–²91.4%615,4891.1%MedicalMLTXMoonLake Immunotherapeutics$5,882,094$986,429 â–²20.1%315,5630.7%MedicalGHGuardant Health$0$27,749,906 â–¼-100.0%00.0%MedicalARGXargenex$0$19,557,133 â–¼-100.0%00.0%MedicalRYTMRhythm Pharmaceuticals$0$15,660,273 â–¼-100.0%00.0%MedicalRCUSArcus Biosciences$0$13,467,334 â–¼-100.0%00.0%MedicalIRONDisc Medicine$0$12,166,088 â–¼-100.0%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
