13F-HR filed by First Turn Management, LLC
First Turn Management, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 29 holding rows worth $665,990,532.
- Accession
- 0001993440-25-000004
- Filer
- CIK 1993440
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 29 entries on the cover page, a total value of $665,990,532 stated on the cover page (in dollars after the unit check, H1), rows summing to $665,990,532 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 | 319,773 | $46,050,510 | dollars as filed | |
| MIRUM PHARMACEUTICALS INC | 604749101 | COM | 570,569 | $41,828,413 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 85,318 | $35,766,159 | dollars as filed | |
| MERUS N V | N5749R100 | COM | 372,022 | $35,025,871 | dollars as filed | |
| NUVALENT INC COM | 670703107 | Stock | 394,754 | $34,138,326 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 799,743 | $32,109,681 | dollars as filed | |
| BRIDGEBIO PHARMA INC | 10806X102 | COM | 589,729 | $30,630,524 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 643,050 | $30,030,435 | dollars as filed | |
| ASCENDIS PHARMA A/S DKK 1.0 AD | 04351P101 | SPONSORED ADR | 146,291 | $29,084,114 | dollars as filed | |
| ARGENX SE SPONSORED ADR | 04016X101 | ADR | 38,767 | $28,592,989 | dollars as filed | |
| DISC MEDICINE INC COM | 254604101 | Stock | 397,693 | $26,279,553 | dollars as filed | |
| ORIC PHARMACEUTICALS INC | 68622P109 | COM | 2,159,474 | $25,913,688 | dollars as filed | |
| ARCELLX INC COMMON STOCK | 03940C100 | Stock | 313,733 | $25,757,479 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 181,897 | $25,534,701 | dollars as filed | |
| ABIVAX SA- | 00370M103 | SPONSORED ADS | 291,820 | $24,775,518 | dollars as filed | |
| NEWAMSTERDAM PHARMA CO NV | N62509109 | COMMON STOCK | 716,971 | $20,390,655 | dollars as filed | |
| AKERO THERAPEUTICS INC | 00973Y108 | COM | 397,010 | $18,850,035 | dollars as filed | |
| AXSOME THERAPEUTICS INC. COM | 05464T104 | Stock | 152,614 | $18,534,970 | dollars as filed | |
| ENLIVEN THERAPEUTICS INC COM | 29337E102 | Stock | 783,411 | $16,036,423 | dollars as filed | |
| APOGEE THERAPEUTICS INC COM | 03770N101 | Stock | 402,811 | $16,003,681 | dollars as filed | |
| KYMERA THERAPEUTICS INC | 501575104 | COM | 277,726 | $15,719,292 | dollars as filed | |
| JANUX THERAPEUTICS INC | 47103J105 | COM | 639,699 | $15,634,244 | dollars as filed | |
| ROIVANT SCIENCES LTD | G76279101 | SHS | 959,703 | $14,520,306 | dollars as filed | |
| CYTOKINETICS INC | 23282W605 | COM NEW | 254,795 | $14,003,533 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 80,875 | $13,018,449 | dollars as filed | |
| ADMA BIOLOGICS INC | 000899104 | COM | 808,673 | $11,855,146 | dollars as filed | |
| VERA THERAPEUTICS INC | 92337R101 | COMMON STOCK | 354,529 | $10,302,613 | dollars as filed | |
| HARROW INC | 415858109 | COM | 160,234 | $7,720,074 | dollars as filed | |
| MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD | 61559X104 | Stock | 262,643 | $1,883,150 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001993440-25-000004 | this filing | 2025-11-14 | acceptance time not in the bulk data set |