EdgeMarket › What First Turn Management, Llc reported owning
What First Turn Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
895.1MPositions
33Quarter
2026-03-31Shown below
33largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| UTHR UNITED THERAPEUTICS Corp | 62.1M | 6.9% | 104.7K | 513.12 | +67.4% |
| ABVX Abivax S.A. | 51.9M | 5.8% | 465.9K | 114.95 | +59.9% |
| BBIO BridgeBio Pharma, Inc. | 51.7M | 5.8% | 695.7K | 81.50 | +66.7% |
| XENE Xenon Pharmaceuticals Inc. | 45.8M | 5.1% | 786.8K | 60.77 | +61.5% |
| RVMD Revolution Medicines, Inc. | 45.5M | 5.1% | 468.4K | 209.46 | +479.3% |
| APGE Apogee Therapeutics, Inc. | 43.2M | 4.8% | 513.8K | 134.75 | +274.1% |
| INSM INSMED Inc | 40.6M | 4.5% | 248.5K | 125.77 | -2.8% |
| unmapped CUSIP 670703107 | 37.9M | 4.2% | 370.3K | — | — |
| MIRM Mirum Pharmaceuticals, Inc. | 37.0M | 4.1% | 400.5K | 96.31 | +44.4% |
| COGT Cogent Biosciences, Inc. | 36.5M | 4.1% | 947.3K | 36.73 | +209.6% |
| ROIV Roivant Sciences Ltd. | 33.0M | 3.7% | 1.2M | 36.30 | +209.7% |
| AXSM Axsome Therapeutics, Inc. | 31.9M | 3.6% | 188.8K | 207.77 | +77.6% |
| IDYA IDEAYA Biosciences, Inc. | 29.1M | 3.3% | 873.8K | 39.67 | +63.1% |
| ORIC Oric Pharmaceuticals, Inc. | 25.6M | 2.9% | 2.0M | 14.20 | +49.3% |
| ELVN Enliven Therapeutics, Inc. | 24.5M | 2.7% | 623.8K | 59.82 | +204.3% |
| CELC Celcuity Inc. | 24.0M | 2.7% | 210.6K | 93.53 | +91.8% |
| SRRK Scholar Rock Holding Corp | 21.9M | 2.5% | 446.4K | 56.50 | +64.2% |
| KYMR Kymera Therapeutics, Inc. | 21.2M | 2.4% | 254.7K | 119.80 | +182.9% |
| CYTK CYTOKINETICS INC | 18.7M | 2.1% | 283.7K | 76.84 | +105.9% |
| DNTH Dianthus Therapeutics, Inc. /DE/ | 18.5M | 2.1% | 220.9K | 111.10 | +374.4% |
| PVLA PALVELLA THERAPEUTICS, INC. | 18.5M | 2.1% | 148.1K | 142.04 | +181.6% |
| NAMS NewAmsterdam Pharma Co N.V. | 17.9M | 2.0% | 558.3K | 27.87 | +14.6% |
| VRDN Viridian Therapeutics, Inc.\DE | 17.8M | 2.0% | 911.3K | 24.29 | +33.9% |
| ASND Ascendis Pharma A/S | 17.5M | 1.9% | 76.3K | 253.29 | +31.4% |
| FULC Fulcrum Therapeutics, Inc. | 17.3M | 1.9% | 2.3M | 3.83 | -41.7% |
| unmapped CUSIP 880881107 | 17.2M | 1.9% | 326.7K | — | — |
| VERA Vera Therapeutics, Inc. | 17.0M | 1.9% | 422.0K | 32.27 | +46.0% |
| NTRA Natera, Inc. | 16.2M | 1.8% | 81.1K | 332.03 | +106.7% |
| ERAS Erasca, Inc. | 14.0M | 1.6% | 867.6K | 17.63 | +1107.5% |
| PRAX Praxis Precision Medicines, Inc. | 13.7M | 1.5% | 42.4K | 375.94 | +730.8% |
| OLMA Olema Pharmaceuticals, Inc. | 11.5M | 1.3% | 768.7K | 10.69 | +96.1% |
| QURE uniQure N.V. | 10.1M | 1.1% | 615.5K | 48.37 | +212.5% |
| MLTX MoonLake Immunotherapeutics | 5.9M | 0.7% | 315.6K | 15.76 | -70.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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