First Turn Management, LLC
data from 30/09/2025
Capitalization
$ 665.991 M
24.25 %
Performance
$ 123.878 M
24.27 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | INSM | INSMED INC | 6.91% | 46.051 M $ | 319773 | 2024/06/30 | 16.163 M $ | 43.09 % |
| 2025/09/30 | MIRM | MIRUM PHARMACEUTICALS INC | 6.28% | 41.828 M $ | 570569 | 2023/12/31 | 11.827 M $ | 44.06 % |
| 2025/09/30 | UTHR | UNITED THERAPEUTICS CORP DEL | 5.37% | 35.766 M $ | 85318 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MRUS | MERUS N V | 5.26% | 35.026 M $ | 372022 | 2024/06/30 | 12.173 M $ | 78.99 % |
| 2025/09/30 | NUVL | NUVALENT INC | 5.13% | 34.138 M $ | 394754 | 2023/12/31 | 3.266 M $ | 13.34 % |
| 2025/09/30 | XENE | XENON PHARMACEUTICALS INC | 4.82% | 32.110 M $ | 799743 | 2023/12/31 | 5.846 M $ | 28.27 % |
| 2025/09/30 | BBIO | BRIDGEBIO PHARMA INC | 4.60% | 30.631 M $ | 589729 | 2024/09/30 | 4.833 M $ | 20.29 % |
| 2025/09/30 | RVMD | REVOLUTION MEDICINES INC | 4.51% | 30.030 M $ | 643050 | 2024/06/30 | 4.119 M $ | 26.94 % |
| 2025/09/30 | ASND | ASCENDIS PHARMA A/S | 4.37% | 29.084 M $ | 146291 | 2023/12/31 | 3.530 M $ | 15.19 % |
| 2025/09/30 | ARGX | ARGENX SE | 4.29% | 28.593 M $ | 38767 | 2023/12/31 | 8.190 M $ | 33.81 % |
| 2025/09/30 | IRON | DISC MEDICINE INC | 3.95% | 26.280 M $ | 397693 | 2025/06/30 | 3.929 M $ | 24.77 % |
| 2025/09/30 | ORIC | ORIC PHARMACEUTICALS INC | 3.89% | 25.914 M $ | 2159474 | 2024/03/31 | 3.718 M $ | 18.23 % |
| 2025/09/30 | ACLX | ARCELLX INC | 3.87% | 25.757 M $ | 313733 | 2024/09/30 | 3.497 M $ | 24.68 % |
| 2025/09/30 | NBIX | NEUROCRINE BIOSCIENCES INC | 3.83% | 25.535 M $ | 181897 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ABVX | ABIVAX SA | 3.72% | 24.776 M $ | 291820 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NAMS | NEWAMSTERDAM PHARMA COMPANY | 3.06% | 20.391 M $ | 716971 | 2025/06/30 | 5.383 M $ | 57.04 % |
| 2025/09/30 | AKRO | AKERO THERAPEUTICS INC | 2.83% | 18.850 M $ | 397010 | 2025/06/30 | -673.577 K $ | -11.02 % |
| 2025/09/30 | AXSM | AXSOME THERAPEUTICS INC | 2.78% | 18.535 M $ | 152614 | 2023/12/31 | 2.463 M $ | 16.34 % |
| 2025/09/30 | ELVN | ENLIVEN THERAPEUTICS INC | 2.41% | 16.036 M $ | 783411 | 2024/06/30 | 209.094 K $ | 2.04 % |
| 2025/09/30 | APGE | APOGEE THERAPEUTICS INC | 2.40% | 16.004 M $ | 402811 | 2024/03/31 | -1.153 M $ | -8.52 % |
| 2025/09/30 | KYMR | KYMERA THERAPEUTICS INC | 2.36% | 15.719 M $ | 277726 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | JANX | JANUX THERAPEUTICS INC | 2.35% | 15.634 M $ | 639699 | 2024/12/31 | 599.542 K $ | 5.80 % |
| 2025/09/30 | ROIV | ROIVANT SCIENCES LTD | 2.18% | 14.520 M $ | 959703 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CYTK | CYTOKINETICS INC | 2.10% | 14.004 M $ | 254795 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NTRA | NATERA INC | 1.95% | 13.018 M $ | 80875 | 2024/09/30 | -941.496 K $ | -4.72 % |
| 2025/09/30 | ADMA | ADMA BIOLOGICS INC | 1.78% | 11.855 M $ | 808673 | 2024/09/30 | -3.878 M $ | -19.49 % |
| 2025/09/30 | VERA | VERA THERAPEUTICS INC | 1.55% | 10.303 M $ | 354529 | 2024/03/31 | 1.703 M $ | 23.34 % |
| 2025/09/30 | HROW | HARROW INC | 1.16% | 7.720 M $ | 160234 | 2024/09/30 | 4.035 M $ | 57.76 % |
| 2025/09/30 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | 0.28% | 1.883 M $ | 262643 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | PODD | INSULET CORP | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | GH | GUARDANT HEALTH INC | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | BBNX | BETA BIONICS INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TGTX | TG THERAPEUTICS INC | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | BSX | BOSTON SCIENTIFIC CORP | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | KALV | KALVISTA PHARMACEUTICALS INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | RDNT | RADNET INC | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | SLNO | SOLENO THERAPEUTICS INC | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | VRNA | VERONA PHARMA PLC | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | ALNY | ALNYLAM PHARMACEUTICALS INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | HQY | HEALTHEQUITY INC | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | SPRY | ARS PHARMACEUTICALS INC | 0.00% | 0.000 $ | 0 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ISRG | INTUITIVE SURGICAL INC | 0.00% | 0.000 $ | 0 | 2024/06/30 | 0.000 $ | 0.00 % |