FT

First Turn Management, LLC

13F
First Turn Management, LLC
Last update 2025-05-15 35 Stocks (8 new)
Value $496.00 Mil Turnover 27 %
Countries:
Top Holdings: INSM(6.18%)VRNA(5.57%)ARGX(5.00%)NUVL(4.75%)XENE(4.62%)
Summary Stock Picks Current Portfolio
First Turn Management, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
INSM
Insmed Inc
401,629
30,640.3
-10.15%
6.180
-0.56%
0.220
+43.45%
+47.58%
19,354.1
Biotechnology
VRNA
Verona Pharma PLC
435,385
27,642.6
-32.17%
5.570
-1.72%
0.510
+81.06%
+125.39%
8,910.8
Biotechnology
ARGX
argenx SE
41,911
24,805.7
-2.71%
5.000
-0.13%
0.070
-7.44%
-8.73%
34,471.0
Biotechnology
NUVL
Nuvalent Inc
331,927
23,540.3
+7.24%
4.750
+0.32%
0.460
+20.84%
+8.06%
6,074.3
Biotechnology
XENE
Xenon Pharmaceuticals Inc
683,451
22,929.8
-0.22%
4.620
-0.01%
0.890
-2.51%
-16.84%
2,501.5
Biotechnology
BBIO
BridgeBio Pharma Inc
656,699
22,702.1
+45.19%
4.580
+1.43%
0.350
+36.93%
+73.91%
9,061.3
Biotechnology
MIRM
Mirum Pharmaceuticals Inc
503,014
22,660.8
-0.77%
4.570
-0.03%
1.020
+34.58%
+28.85%
2,639.2
Biotechnology
NTRA
Natera Inc
139,942
19,789.2
+41.13%
3.990
+1.16%
0.100
+6.55%
-0.08%
21,598.9
Medical Diagnostics & Research
MRUS
Merus NV
463,960
19,528.1
+62.70%
3.940
+1.52%
0.670
+31.09%
+32.27%
4,142.4
Biotechnology
BSX
Boston Scientific Corp
178,156
17,972.4
New Holding
3.620
+3.62%
0.010
+10.67%
+16.80%
154,350.6
Medical Devices & Instruments

First Turn Management, LLC's Historical Top Holdings Breakdowns

First Turn Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ITCI Unlock Delisted
Intra-Cellular Therapies Inc
2025-03-31
Sold Out
Sold Out
-4.40%
●
81.78 ($124.62) 131.92
$131.87
5.82%
Sold Out
0
-294,414
CRNX
Crinetics Pharmaceuticals Inc
2025-03-31
Sold Out
Sold Out
-4.15%
●
32.3 ($37.35) 53.15
$33.02
-11.59%
Sold Out
0
-453,376
BSX
Boston Scientific Corp
2025-03-31
New Buy
New Buy
+3.62%
●
89.38 ($100.7) 106.18
$104.33
3.60%
New holding
178,156
178,156
TGTX
TG Therapeutics Inc
2025-03-31
New Buy
New Buy
+3.18%
●
27.67 ($33.65) 42.99
$38.92
15.66%
New holding
400,644
400,644
GH
Guardant Health Inc
2025-03-31
New Buy
New Buy
+2.71%
●
31.77 ($43.14) 49.94
$49.77
15.37%
New holding
315,737
315,737
SWTX
SpringWorks Therapeutics Inc
2025-03-31
New Buy
New Buy
+2.71%
●
32.5 ($46.03) 59.93
$46.99
2.09%
New holding
304,076
304,076
PODD
Insulet Corp
2025-03-31
New Buy
New Buy
+2.61%
●
237.06 ($270.64) 288.29
$292.01
7.90%
New holding
49,350
49,350
GERN
Geron Corp
2025-03-31
Sold Out
Sold Out
-2.47%
●
1.59 ($2.44) 3.6
$1.34
-45.08%
Sold Out
0
-3,893,327
DAWN
Day One Biopharmaceuticals Inc
2025-03-31
Sold Out
Sold Out
-2.15%
●
7.93 ($10.77) 13.21
$6.93
-35.65%
Sold Out
0
-947,878
ACLX
Arcellx Inc
2025-03-31
Sold Out
Sold Out
-2.09%
●
60.26 ($67.74) 79.13
$69.92
3.22%
Sold Out
0
-152,356

First Turn Management, LLC Total Holding History ($B)

To

First Turn Management, LLC's Asset Allocation

To

First Turn Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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First Turn Management, LLC's Hypothetical Growth since 2025-03-31

First Turn Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

First Turn Management, LLC's Holdings Heat Map

Size field:

First Turn Management, LLC's Holdings Bubble Chart

First Turn Management, LLC News

  • 1

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