FTM
First Turn Management Portfolio holdings
AUM
$875M
1-Year Est. Return
206.38%
This Fund
S&P 500
1 Year Est. Return
+206.38%
AUM
$875M
AUM Growth
+$209M
(+31%)
Holding
41
Top Buys
| 1 | +$24.3M | |
| 2 | +$23.2M | |
| 3 | +$23.1M | |
| 4 |
Terns Pharmaceuticals
TERN
|
+$20.2M |
| 5 |
Fulcrum Therapeutics
FULC
|
+$19.3M |
Top Sells
| 1 | +$35M | |
| 2 | +$25.8M | |
| 3 | +$25.5M | |
| 4 |
Disc Medicine
IRON
|
+$20.7M |
| 5 |
AKRO
Akero Therapeutics
AKRO
|
+$18.9M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ABVX
1
Abivax
ABVX
$8.91B
| $51.4M | 5.87% |
381,233
+89,413
|
|
||
2
Revolution Medicines
RVMD
$19.3B
| $50.8M | 5.81% |
638,385
-4,665
|
|
||
3
Insmed
INSM
$30.9B
| $46M | 5.26% |
264,293
-55,480
|
|
||
4
BridgeBio Pharma
BBIO
$12.8B
| $45.5M | 5.2% |
595,473
+5,744
|
|
||
5
Mirum Pharmaceuticals
MIRM
$5.26B
| $38M | 4.35% |
481,564
-89,005
|
|
||
6
Axsome Therapeutics
AXSM
$8.26B
| $37.8M | 4.32% |
206,921
+54,307
|
|
||
7
Nuvalent
NUVL
$7.78B
| $37.1M | 4.24% |
368,697
-26,057
|
|
||
8
Xenon Pharmaceuticals
XENE
$3.25B
| $35.8M | 4.1% |
799,743
|
|
||
9
Apogee Therapeutics
APGE
$4.85B
| $35.8M | 4.1% |
474,839
+72,028
|
|
||
|
10
Terns Pharmaceuticals
TERN
$4.57B
| $35.2M | 4.03% |
+872,049
|
|
||
11
NewAmsterdam Pharma
NAMS
$3.47B
| $31.3M | 3.58% |
893,473
+176,502
|
|
||
12
United Therapeutics
UTHR
$21.3B
| $31M | 3.54% |
63,580
-21,738
|
|
||
13
Vera Therapeutics
VERA
$2.76B
| $30.5M | 3.48% |
601,774
+247,245
|
|
||
14
Cogent Biosciences
COGT
$6.08B
| $29.3M | 3.35% |
+824,283
|
|
||
15
Ascendis Pharma
ASND
$14.6B
| $28.1M | 3.21% |
131,808
-14,483
|
|
||
16
Guardant Health
GH
$12.1B
| $27.7M | 3.17% |
+271,685
|
|
||
17
Roivant Sciences
ROIV
$21.3B
| $25.8M | 2.94% |
1,186,817
+227,114
|
|
||
18
IDEAYA Biosciences
IDYA
$2.9B
| $25M | 2.86% |
+723,653
|
|
||
19
Viridian Therapeutics
VRDN
$2.76B
| $21.5M | 2.46% |
+690,528
|
|
||
|
20
Fulcrum Therapeutics
FULC
$543M
| $21.4M | 2.45% |
+1,892,683
|
|
||
21
Cytokinetics
CYTK
$7.6B
| $20.7M | 2.36% |
325,668
+70,873
|
|
||
22
Scholar Rock
SRRK
$4.71B
| $20.3M | 2.31% |
+459,727
|
|
||
23
argenx
ARGX
$45.1B
| $19.6M | 2.23% |
23,256
-15,511
|
|
||
24
Natera
NTRA
$27.5B
| $18.5M | 2.12% |
80,875
|
|
||
25
Oric Pharmaceuticals
ORIC
$1.55B
| $16.4M | 1.88% |
2,010,307
-149,167
|
|