Titelia

Holdings of First Turn Management, LLC

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Net assets
-
Positions
28 in 3 countries
Top ten
56.0 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1United Therapeutics Corp 104,72662.1M $
2Abivax SA 465,86951.9M $
3Bridgebio Pharma Inc 695,71851.7M $
4Revolution Medicines Inc 468,37645.5M $
5Apogee Therapeutics Inc 513,77043.2M $
6Insmed Inc 248,47540.6M $
7Nuvalent Inc 370,34437.9M $
8Mirum Pharmaceuticals Inc 400,46437M $
9Cogent Biosciences Inc 947,33936.5M $
10Axsome Therapeutics Inc 188,77231.9M $
11Ideaya Biosciences Inc 873,83829.1M $
12ORIC Pharmaceuticals Inc 2,017,28425.6M $
13Enliven Therapeutics Inc 623,83924.5M $
14Celcuity Inc 210,57824M $
15Scholar Rock Holding Corp 446,39021.9M $
16Kymera Therapeutics Inc 254,67221.2M $
17Cytokinetics Inc 283,70018.7M $
18Dianthus Therapeutics Inc 220,92118.5M $
19Palvella Therapeutics Inc 148,09318.5M $
20Viridian Therapeutics Inc 911,33717.8M $
21Ascendis Pharma A/S 76,30017.5M $
22Fulcrum Therapeutics Inc 2,256,10917.3M $
23Terns Pharmaceuticals Inc 326,69417.2M $
24Vera Therapeutics Inc 422,02317M $
25Natera Inc 81,07716.2M $
26Erasca Inc 867,63914M $
27Praxis Precision Medicines Inc 42,44113.7M $
28Olema Pharmaceuticals Inc 768,66211.5M $

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Sector breakdown

  • Health care 15.2 %
  • Unattributed 84.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 91.1 %
  • France 6.6 %
  • Denmark 2.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States26713.2M $91.14 %
2France151.9M $6.63 %
3Denmark117.5M $2.23 %
Cite this page

Titelia. "Holdings of First Turn Management, LLC". https://titelia.com/en/funds/US13F1993440