First Turn Management, LLC Portfolio Holdings

First Turn Management, LLC

  • $666 Billion
  • Q3 2025

First Turn Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $666 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Insmed Inc with a value of $46.1B, Mirum Pharmaceuticals, Inc. with a value of $41.8B, United Therapeutics Corp with a value of $35.8B, Merus N.V. with a value of $35B, and Nuvalent, Inc. with a value of $34.1B.

Examining the 13F form we can see an increase of $130B in the current position value, from $536B to 666B.

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 $666 Billion
Healthcare: $563 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.2B
$46.1 Billion 6.91% of portfolio
319,773
Q3 2025 Reduced 14.19%
$2.63B
$41.8 Billion 6.28% of portfolio
570,569
Q3 2025 Added 8.16%
$21.2B
$35.8 Billion 5.37% of portfolio
85,318
Q3 2025 New
$4.4B
$35 Billion 5.26% of portfolio
372,022
Q3 2025 Added 26.99%
$4.15B
$34.1 Billion 5.13% of portfolio
394,754
Q3 2025 Added 23.05%
$2.54B
$32.1 Billion 4.82% of portfolio
799,743
Q3 2025 Added 21.06%
$9.84B
$30.6 Billion 4.6% of portfolio
589,729
Q3 2025 Added 6.9%
$5.94B
$30 Billion 4.51% of portfolio
643,050
Q3 2025 Added 54.73%
$11.4B
$29.1 Billion 4.37% of portfolio
146,291
Q3 2025 Added 8.62%
$50.2B
$28.6 Billion 4.29% of portfolio
38,767
Q3 2025 Reduced 11.8%
Disc Medicine Inc
-
$26.3 Billion 3.95% of portfolio
-
Q3 2025 Added 32.8%
$518M
$25.9 Billion 3.89% of portfolio
2,159,474
Q3 2025 Added 7.44%
$3.94B
$25.8 Billion 3.87% of portfolio
313,733
Q3 2025 Added 45.77%
$13.9B
$25.5 Billion 3.83% of portfolio
181,897
Q3 2025 New
Abivax Sa
-
$24.8 Billion 3.72% of portfolio
-
Q3 2025 New
-
$20.4 Billion 3.06% of portfolio
-
Q3 2025 Added 37.59%
$5.99B
$18.5 Billion 2.78% of portfolio
152,614
Q3 2025 Added 5.69%
Enliven Therapeutics Inc
-
$16 Billion 2.41% of portfolio
-
Q3 2025 Added 53.61%
Apogee Therapeutics Inc
-
$16 Billion 2.4% of portfolio
-
Q3 2025 Added 29.32%
$3.55B
$15.7 Billion 2.36% of portfolio
277,726
Q3 2025 New
$1.22B
$15.6 Billion 2.35% of portfolio
639,699
Q3 2025 Added 42.98%
$14.3B
$14.5 Billion 2.18% of portfolio
959,703
Q3 2025 New
$6.25B
$14 Billion 2.1% of portfolio
254,795
Q3 2025 New
$19.8B
$13 Billion 1.95% of portfolio
80,875
Q3 2025 Reduced 31.54%
$3.06B
$11.9 Billion 1.78% of portfolio
808,673
Q3 2025 Reduced 25.97%
$766M
$10.3 Billion 1.55% of portfolio
354,529
Q3 2025 Added 14.49%
$1.1B
$7.72 Billion 1.16% of portfolio
160,234
Q3 2025 Reduced 29.96%
$472M
$1.88 Billion 0.28% of portfolio
262,643
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $666 Billion
  • Prior Value $536 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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