FTM
First Turn Management Portfolio holdings
AUM
$895M
1-Year Est. Return
261.28%
This Fund
S&P 500
1 Year Est. Return
+261.28%
AUM
$895M
AUM Growth
+$19.9M
(+2.3%)
Holding
38
Top Buys
| 1 | +$23M | |
| 2 | +$20.5M | |
| 3 | +$17.3M | |
| 4 |
PVLA
Palvella Therapeutics
PVLA
|
+$15.4M |
| 5 |
Dianthus Therapeutics
DNTH
|
+$12.8M |
Top Sells
| 1 | +$27.7M | |
| 2 | +$22.4M | |
| 3 | +$19.6M | |
| 4 |
Revolution Medicines
RVMD
|
+$17.2M |
| 5 |
Rhythm Pharmaceuticals
RYTM
|
+$15.7M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
United Therapeutics
UTHR
$23.2B
| $62.1M | 6.94% |
104,726
+41,146
|
|
||
|
ABVX
2
Abivax
ABVX
$7.79B
| $51.9M | 5.8% |
465,869
+84,636
|
|
||
3
BridgeBio Pharma
BBIO
$13.2B
| $51.7M | 5.77% |
695,718
+100,245
|
|
||
4
Xenon Pharmaceuticals
XENE
$5.27B
| $45.8M | 5.11% |
786,844
-12,899
|
|
||
|
5
Revolution Medicines
RVMD
$33.3B
| $45.5M | 5.09% |
468,376
-170,009
|
|
||
6
Apogee Therapeutics
APGE
$6.64B
| $43.2M | 4.83% |
513,770
+38,931
|
|
||
7
Insmed
INSM
$22.6B
| $40.6M | 4.54% |
248,475
-15,818
|
|
||
8
Nuvalent
NUVL
$7.29B
| $37.9M | 4.24% |
370,344
+1,647
|
|
||
9
Mirum Pharmaceuticals
MIRM
$5.75B
| $37M | 4.13% |
400,464
-81,100
|
|
||
10
Cogent Biosciences
COGT
$5.65B
| $36.5M | 4.07% |
947,339
+123,056
|
|
||
11
Roivant Sciences
ROIV
$20.9B
| $33M | 3.68% |
1,190,118
+3,301
|
|
||
12
Axsome Therapeutics
AXSM
$12.1B
| $31.9M | 3.56% |
188,772
-18,149
|
|
||
13
IDEAYA Biosciences
IDYA
$2.58B
| $29.1M | 3.25% |
873,838
+150,185
|
|
||
14
Oric Pharmaceuticals
ORIC
$833M
| $25.6M | 2.86% |
2,017,284
+6,977
|
|
||
15
Enliven Therapeutics
ELVN
$2.29B
| $24.5M | 2.73% |
+623,839
|
|
||
16
Celcuity
CELC
$4.33B
| $24M | 2.69% |
+210,578
|
|
||
17
Scholar Rock
SRRK
$5.48B
| $21.9M | 2.45% |
446,390
-13,337
|
|
||
18
Kymera Therapeutics
KYMR
$6.1B
| $21.2M | 2.37% |
254,672
+48,227
|
|
||
19
Cytokinetics
CYTK
$9.74B
| $18.7M | 2.09% |
283,700
-41,968
|
|
||
|
20
Dianthus Therapeutics
DNTH
$4.58B
| $18.5M | 2.07% |
+220,921
|
|
||
|
PVLA
21
Palvella Therapeutics
PVLA
$1.64B
| $18.5M | 2.06% |
+148,093
|
|
||
22
NewAmsterdam Pharma
NAMS
$3.87B
| $17.9M | 2% |
558,336
-335,137
|
|
||
23
Viridian Therapeutics
VRDN
$1.85B
| $17.8M | 1.99% |
911,337
+220,809
|
|
||
24
Ascendis Pharma A/S
ASND
$13.7B
| $17.5M | 1.95% |
76,300
-55,508
|
|
||
25
Fulcrum Therapeutics
FULC
$220M
| $17.3M | 1.93% |
2,256,109
+363,426
|
|