First Turn Management, LLC Top Holdings and 13F Report (2025) About First Turn Management, LLCInvestment ActivityFirst Turn Management, LLC has $558.33 million in total holdings as of December 31, 2024.First Turn Management, LLC owns shares of 36 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 25.26% of the portfolio was purchased this quarter.About 32.74% of the portfolio was sold this quarter.This quarter, First Turn Management, LLC has purchased 38 new stocks and bought additional shares in 11 stocks.First Turn Management, LLC sold shares of 13 stocks and completely divested from 9 stocks this quarter.Largest Holdings Insmed $30,859,499Verona Pharma $29,809,882Xenon Pharmaceuticals $26,851,451argenx $26,492,970Intra-Cellular Therapies $24,589,457 Largest New Holdings this Quarter Janux Therapeutics $20,538,051 HoldingRevolution Medicines $17,667,242 HoldingExact Sciences $17,412,719 HoldingHealthEquity $12,076,939 HoldingAPOGEE THERAPEUTICS INC $11,448,443 Holding Largest Purchases this Quarter Janux Therapeutics 383,602 shares (about $20.54M)Revolution Medicines 403,915 shares (about $17.67M)Exact Sciences 309,890 shares (about $17.41M)Xenon Pharmaceuticals 359,768 shares (about $14.10M)HealthEquity 125,867 shares (about $12.08M) Largest Sales this Quarter Syndax Pharmaceuticals 745,578 shares (about $9.86M)Blueprint Medicines 111,786 shares (about $9.75M)Natera 56,491 shares (about $8.94M)Ascendis Pharma A/S 62,789 shares (about $8.64M)argenx 11,362 shares (about $6.99M) 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$30,859,499$6,250,122 ▲25.4%446,9805.5%MedicalVRNAVerona Pharma$29,809,882$3,203,106 ▲12.0%641,9015.3%MedicalXENEXenon Pharmaceuticals$26,851,451$14,102,905 ▲110.6%684,9864.8%MedicalARGXargenx$26,492,970$6,987,630 ▼-20.9%43,0784.7%MedicalITCIIntra-Cellular Therapies$24,589,457$3,308,561 ▲15.5%294,4144.4%MedicalNUVLNuvalent$24,229,304$3,882,140 ▼-13.8%309,5214.3%MedicalCRNXCrinetics Pharmaceuticals$23,181,115$5,113,000 ▲28.3%453,3764.2%MedicalPCVXVaxcyte$22,667,443$5,314,351 ▲30.6%276,9054.1%MedicalMIRMMirum Pharmaceuticals$20,960,646$5,818,069 ▼-21.7%506,9083.8%MedicalJANXJanux Therapeutics$20,538,051$20,538,051 ▲New Holding383,6023.7%MedicalVERAVera Therapeutics$19,656,688$5,849,257 ▲42.4%464,8073.5%MedicalISRGIntuitive Surgical$18,285,303$2,493,925 ▲15.8%35,0323.3%MedicalRVMDRevolution Medicines$17,667,242$17,667,242 ▲New Holding403,9153.2%MedicalEXASExact Sciences$17,412,719$17,412,719 ▲New Holding309,8903.1%MedicalAXSMAxsome Therapeutics$16,257,473$5,342,952 ▼-24.7%192,1462.9%MedicalNTRANatera$15,696,870$8,942,525 ▼-36.3%99,1592.8%MedicalGKOSGlaukos$14,408,7840.0%96,0972.6%MedicalGERNGeron$13,782,378$2,719,994 ▲24.6%3,893,3272.5%MedicalBBIOBridgeBio Pharma$12,410,838$1,440,847 ▲13.1%452,2902.2%MedicalASNDAscendis Pharma A/S$12,087,977$8,644,162 ▼-41.7%87,8042.2%MedicalHQYHealthEquity$12,076,939$12,076,939 ▲New Holding125,8672.2%MedicalELVNEnliven Therapeutics$12,039,5700.0%535,0922.2%MedicalDAWNDay One Biopharmaceuticals$12,009,6140.0%947,8782.2%MedicalMRUSMerus$11,990,936$961,053 ▼-7.4%285,1592.1%MedicalADMAADMA Biologics$11,734,545$330,052 ▲2.9%684,2302.1%MedicalORICORIC Pharmaceuticals$11,709,8690.0%1,451,0372.1%MedicalACLXArcellx$11,684,182$4,750,332 ▼-28.9%152,3562.1%MedicalAPOGEE THERAPEUTICS INC$11,448,443$11,448,443 ▲New Holding252,7252.1%COMHROWHarrow$10,228,523$728,303 ▼-6.6%304,8741.8%MedicalBHVNBiohaven$9,802,209$1,993,519 ▼-16.9%262,4421.8%MedicalCRMDCorMedix$8,273,510$8,273,510 ▲New Holding1,021,4211.5%MedicalSPRYARS Pharmaceuticals$6,259,2200.0%593,2911.1%MedicalBICARA THERAPEUTICS INC$6,030,281$3,766,570 ▼-38.4%346,1701.1%COMBPMCBlueprint Medicines$5,856,212$9,749,974 ▼-62.5%67,1431.0%MedicalSNDXSyndax Pharmaceuticals$5,837,780$9,856,541 ▼-62.8%441,5871.0%MedicalPRAXIS PRECISION MEDICINES I$3,504,451$3,504,451 ▲New Holding45,5360.6%COM NEWTMDXTransMedics Group$0$17,936,779 ▼-100.0%00.0%MedicalVRTXVertex Pharmaceuticals$0$16,381,048 ▼-100.0%00.0%MedicalESTAEstablishment Labs$0$15,447,520 ▼-100.0%00.0%MedicalRGENRepligen$0$13,202,417 ▼-100.0%00.0%MedicalKRYSKrystal Biotech$0$12,367,482 ▼-100.0%00.0%MedicalCYTKCytokinetics$0$11,782,162 ▼-100.0%00.0%MedicalRCKTRocket Pharmaceuticals$0$11,475,522 ▼-100.0%00.0%MedicalRLAYRelay Therapeutics$0$8,682,586 ▼-100.0%00.0%MedicalKALVKalVista Pharmaceuticals$0$4,110,900 ▼-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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