13F-HR filed by First Turn Management, LLC
First Turn Management, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 35 holding rows worth $536,028,271.
- Accession
- 0001085146-25-005077
- Filer
- CIK 1993440
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 35 entries on the cover page, a total value of $536,028,271 stated on the cover page (in dollars after the unit check, H1), rows summing to $536,028,271 with VALUE read as dollars as filed, 13F file number 028-23631. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INSMED INC COM PAR $.01 | 457669307 | Stock | 372,672 | $37,505,710 | dollars as filed | |
| VERONA PHARMA PLC | 925050106 | SPONSORED ADS | 309,988 | $29,318,665 | dollars as filed | |
| MIRUM PHARMACEUTICALS INC | 604749101 | COM | 527,540 | $26,846,511 | dollars as filed | |
| NUVALENT INC COM | 670703107 | Stock | 320,798 | $24,476,887 | dollars as filed | |
| ARGENX SE SPONSORED ADR | 04016X101 | ADR | 43,953 | $24,227,773 | dollars as filed | |
| BRIDGEBIO PHARMA INC | 10806X102 | COM | 551,684 | $23,821,715 | dollars as filed | |
| ASCENDIS PHARMA A/S DKK 1.0 AD | 04351P101 | SPONSORED ADR | 134,687 | $23,246,976 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 660,617 | $20,677,312 | dollars as filed | |
| ORIC PHARMACEUTICALS INC | 68622P109 | COM | 2,009,923 | $20,400,718 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 118,130 | $19,956,882 | dollars as filed | |
| ADMA BIOLOGICS INC | 000899104 | COM | 1,092,361 | $19,891,894 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 32,305 | $17,554,860 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 51,408 | $16,151,365 | dollars as filed | |
| TG THERAPEUTICS INC COM | 88322Q108 | Stock | 447,884 | $16,119,345 | dollars as filed | |
| DISC MEDICINE INC COM | 254604101 | Stock | 299,464 | $15,859,613 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 302,307 | $15,732,056 | dollars as filed | |
| MERUS N V | N5749R100 | COM | 292,964 | $15,409,906 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 415,591 | $15,289,593 | dollars as filed | |
| AXSOME THERAPEUTICS INC. COM | 05464T104 | Stock | 144,400 | $15,073,916 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 138,834 | $14,912,160 | dollars as filed | |
| ARCELLX INC COMMON STOCK | 03940C100 | Stock | 215,223 | $14,172,435 | dollars as filed | |
| APOGEE THERAPEUTICS INC COM | 03770N101 | Stock | 311,490 | $13,528,011 | dollars as filed | |
| RADNET INC | 750491102 | COM | 197,759 | $11,254,465 | dollars as filed | |
| JANUX THERAPEUTICS INC | 47103J105 | COM | 447,420 | $10,335,402 | dollars as filed | |
| ENLIVEN THERAPEUTICS INC COM | 29337E102 | Stock | 509,987 | $10,230,339 | dollars as filed | |
| NEWAMSTERDAM PHARMA CO NV | N62509109 | COMMON STOCK | 521,097 | $9,437,067 | dollars as filed | |
| HEALTHEQUITY INC COM | 42226A107 | Stock | 80,880 | $8,472,989 | dollars as filed | |
| ARS PHARMACEUTICALS INC | 82835W108 | COM | 455,953 | $7,956,380 | dollars as filed | |
| VERA THERAPEUTICS INC | 92337R101 | COMMON STOCK | 309,666 | $7,295,731 | dollars as filed | |
| SOLENO THERAPEUTICS INC | 834203309 | COM | 86,332 | $7,232,895 | dollars as filed | |
| HARROW INC | 415858109 | COM | 228,761 | $6,986,361 | dollars as filed | |
| AKERO THERAPEUTICS INC | 00973Y108 | COM | 114,554 | $6,112,601 | dollars as filed | |
| ALNYLAM PHARMACEUTICALS INC COM | 02043Q107 | Stock | 17,879 | $5,830,163 | dollars as filed | |
| KALVISTA PHARMACEUTICALS INC | 483497103 | COM | 214,138 | $2,420,830 | dollars as filed | |
| BETA BIONICS INC | 08659B102 | COMMON STOCK | 157,194 | $2,288,745 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-005077 | this filing | 2025-08-14 | acceptance time not in the bulk data set |