First Turn Management, LLC Portfolio Holdings

First Turn Management, LLC

  • $536 Billion
  • Q2 2025

First Turn Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $536 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Insmed Inc with a value of $37.5B, Verona Pharma PLC with a value of $29.3B, Mirum Pharmaceuticals, Inc. with a value of $26.8B, Nuvalent, Inc. with a value of $24.5B, and Argenx Se with a value of $24.2B.

Examining the 13F form we can see an increase of $40B in the current position value, from $496B to 536B.

First Turn Management, LLC is based out at Del Mar, CA

Below you can find more details about First Turn Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $536 Billion
Healthcare: $477 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.41B
$29.3 Billion 5.47% of portfolio
309,988
Q2 2025 Reduced 28.8%
$2.38B
$26.8 Billion 5.01% of portfolio
527,540
Q2 2025 Added 4.88%
$3.29B
$24.5 Billion 4.57% of portfolio
320,798
Q2 2025 Reduced 3.35%
$7.28B
$23.8 Billion 4.44% of portfolio
551,684
Q2 2025 Reduced 15.99%
$2.24B
$20.7 Billion 3.86% of portfolio
660,617
Q2 2025 Reduced 3.34%
$3.29B
$19.9 Billion 3.71% of portfolio
1,092,361
Q2 2025 Added 92.67%
$3.94B
$16.1 Billion 3.01% of portfolio
447,884
Q2 2025 Added 11.79%
$5.63B
$15.7 Billion 2.93% of portfolio
302,307
Q2 2025 Reduced 4.25%
$2.93B
$15.4 Billion 2.87% of portfolio
292,964
Q2 2025 Reduced 36.86%
$3.09B
$15.3 Billion 2.85% of portfolio
415,591
Q2 2025 Added 22.19%
$4.51B
$15.1 Billion 2.81% of portfolio
144,400
Q2 2025 Added 22.19%
$3.19B
$14.2 Billion 2.64% of portfolio
215,223
Q2 2025 New
$3.64B
$11.3 Billion 2.1% of portfolio
197,759
Q2 2025 Added 25.47%
$7.83B
$8.47 Billion 1.58% of portfolio
80,880
Q2 2025 Reduced 3.68%
$2.23B
$6.11 Billion 1.14% of portfolio
114,554
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $536 Billion
  • Prior Value $496 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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