First Turn Management, LLC
Top Portfolio Positions
33 positions ·
$895,098,761 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
104,726 | $62,100,423 | 6.94% | |
| ABVX |
Abivax S.A.
Healthcare
|
465,869 | $51,874,513 | 5.80% | |
| BBIO |
BridgeBio Pharma, Inc.
Healthcare
|
695,718 | $51,664,018 | 5.77% | |
| XENE |
Xenon Pharmaceuticals Inc.
Healthcare
|
786,844 | $45,754,978 | 5.11% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
468,376 | $45,549,566 | 5.09% | |
| APGE |
Apogee Therapeutics, Inc.
Healthcare
|
513,770 | $43,244,020 | 4.83% | |
| INSM |
INSMED Inc
Healthcare
|
248,475 | $40,630,632 | 4.54% | |
| NUVL |
Nuvalent, Inc.
Healthcare
|
370,344 | $37,941,742 | 4.24% | |
| MIRM |
Mirum Pharmaceuticals, Inc.
Healthcare
|
400,464 | $36,994,864 | 4.13% | |
| COGT |
Cogent Biosciences, Inc.
Healthcare
|
947,339 | $36,463,078 | 4.07% |
Portfolio Trend
10 quarters · across all stocks
Holdings in COGT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,463,078 | 947,339 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,278,532 | 824,283 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||