FIRST TURN MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ORIC | 2.01M | $16.44M |
 | FULC | 1.89M | $21.41M |
 | ROIV | 1.19M | $25.75M |
 | NAMS | 893K | $31.34M |
 | TERN | 872K | $35.23M |
 | COGT | 824K | $29.28M |
 | XENE | 800K | $35.84M |
 | IDYA | 724K | $25.02M |
 | VRDN | 691K | $21.49M |
 | RVMD | 638K | $50.85M |
 | OLMA | 618K | $15.44M |
 | VERA | 602K | $30.47M |
 | BBIO | 595K | $45.55M |
 | RCUS | 565K | $13.47M |
 | MIRM | 482K | $38.04M |
 | APGE | 475K | $35.84M |
 | SRRK | 460K | $20.25M |
 | ABVX | 381K | $51.41M |
 | NUVL | 369K | $37.09M |
 | CYTK | 326K | $20.69M |
ORIC Pharmaceuticals, Inc.
ORIC
Shares Held
2.01M
Value
$16.44M
Fulcrum Therapeutics, Inc.
FULC
Shares Held
1.89M
Value
$21.41M
Roivant Sciences Ltd.
ROIV
Shares Held
1.19M
Value
$25.75M
NewAmsterdam Pharma Company N.V.
NAMS
Shares Held
893K
Value
$31.34M
Terns Pharmaceuticals, Inc.
TERN
Shares Held
872K
Value
$35.23M
Cogent Biosciences, Inc.
COGT
Shares Held
824K
Value
$29.28M
Xenon Pharmaceuticals Inc.
XENE
Shares Held
800K
Value
$35.84M
IDEAYA Biosciences, Inc.
IDYA
Shares Held
724K
Value
$25.02M
Viridian Therapeutics, Inc.
VRDN
Shares Held
691K
Value
$21.49M
Revolution Medicines, Inc.
RVMD
Shares Held
638K
Value
$50.85M
Olema Pharmaceuticals, Inc.
OLMA
Shares Held
618K
Value
$15.44M
Vera Therapeutics, Inc.
VERA
Shares Held
602K
Value
$30.47M
BridgeBio Pharma, Inc.
BBIO
Shares Held
595K
Value
$45.55M
Arcus Biosciences, Inc.
RCUS
Shares Held
565K
Value
$13.47M
Mirum Pharmaceuticals, Inc.
MIRM
Shares Held
482K
Value
$38.04M
Apogee Therapeutics, Inc.
APGE
Shares Held
475K
Value
$35.84M
Scholar Rock Holding Corporation
SRRK
Shares Held
460K
Value
$20.25M
Abivax S.A.
ABVX
Shares Held
381K
Value
$51.41M
Nuvalent, Inc.
NUVL
Shares Held
369K
Value
$37.09M
Cytokinetics, Incorporated
CYTK
Shares Held
326K
Value
$20.69M