Position in IDYA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$29,116,282
+$4,099,598 QoQ
Shares Held
873,838
+20.8% QoQ
Ownership
0.995%
of shares outstanding
% of Portfolio
3.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IDYA Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026First Turn Management, LLC holds $816,783,749 across 31 Biotechnology names. IDYA ranks #12 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABVX |
Abivax S.A.
|
465,869 | $51,874,513 | |
| 2 | BBIO |
BridgeBio Pharma, Inc.
|
695,718 | $51,664,018 | |
| 3 | XENE |
Xenon Pharmaceuticals Inc.
|
786,844 | $45,754,978 | |
| 4 | RVMD |
Revolution Medicines, Inc.
|
468,376 | $45,549,566 | |
| 5 | APGE |
Apogee Therapeutics, Inc.
|
513,770 | $43,244,020 | |
| 6 | INSM |
INSMED Inc
|
248,475 | $40,630,632 | |
| 7 | NUVL |
Nuvalent, Inc.
|
370,344 | $37,941,742 | |
| 8 | MIRM |
Mirum Pharmaceuticals, Inc.
|
400,464 | $36,994,864 |
All Filings in IDYA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,116,282 | 873,838 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,016,684 | 723,653 | Shares | Sole | 2026-02-13 | |
| 2024-06-30 | $13,966,126 | 397,782 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $17,454,674 | 397,782 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $13,605,151 | 382,382 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||