Q1 2025 · 13F-HR
First Turn Management, LLCholdings as filed
Filed 2025-05-15 · accession 0001085146-25-003195
$496.1M
Reported value
35
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 457669307 | INSM | INSMED INC | $30.6M | 6.18% | 401,629 | Common | SOLE |
| 925050106 | VRNA | VERONA PHARMA PLC | $27.6M | 5.57% | 435,385 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $24.8M | 5.00% | 41,911 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $23.5M | 4.75% | 331,927 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $22.9M | 4.62% | 683,451 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $22.7M | 4.58% | 656,699 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $22.7M | 4.57% | 503,014 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $19.8M | 3.99% | 139,942 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $19.5M | 3.94% | 463,960 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $18.0M | 3.62% | 178,156 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A/S | $17.7M | 3.56% | 113,278 | Common | SOLE |
| 88322Q108 | TGTX | TG THERAPEUTICS INC | $15.8M | 3.18% | 400,644 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $15.0M | 3.02% | 623,612 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $13.8M | 2.78% | 118,179 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $13.5M | 2.71% | 315,737 | Common | SOLE |
| 85205L107 | SWTXUSD | SPRINGWORKS THERAPEUTICS INC | $13.4M | 2.71% | 304,076 | Common | SOLE |
| 377322102 | GKOS | GLAUKOS CORP | $13.4M | 2.70% | 136,241 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $13.0M | 2.63% | 300,909 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $13.0M | 2.61% | 49,350 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $12.0M | 2.42% | 340,109 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $11.6M | 2.34% | 430,163 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $11.3M | 2.28% | 2,027,430 | Common | SOLE |
| 000899104 | ADMA | ADMA BIOLOGICS INC | $11.2M | 2.27% | 566,945 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $10.9M | 2.21% | 22,109 | Common | SOLE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $10.5M | 2.12% | 535,092 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $10.5M | 2.11% | 276,905 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $8.6M | 1.73% | 229,675 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $8.4M | 1.70% | 669,010 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $8.1M | 1.64% | 92,033 | Common | SOLE |
| 750491102 | RDNT | RADNET INC | $7.8M | 1.58% | 157,615 | Common | SOLE |
| 42226A107 | HQY | HEALTHEQUITY INC | $7.4M | 1.50% | 83,966 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $7.0M | 1.41% | 179,196 | Common | SOLE |
| 415858109 | HROW | HARROW INC | $5.0M | 1.01% | 188,829 | Common | SOLE |
| 74006W207 | PRAX | PRAXIS PRECISION MEDICINES I | $2.7M | 0.55% | 71,775 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $2.1M | 0.42% | 29,115 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.