FTM
First Turn Management Portfolio holdings
AUM
$666M
1-Year Est. Return
86.8%
1 Year Est. Return
+86.8%
AUM
$666M
AUM Growth
+$130M
(+24%)
Holding
42
Top Buys
| 1 | +$35.8M | |
| 2 | +$25.5M | |
| 3 | +$24.8M | |
| 4 |
Kymera Therapeutics
KYMR
|
+$15.7M |
| 5 |
Roivant Sciences
ROIV
|
+$14.5M |
Top Sells
| 1 | +$29.3M | |
| 2 | +$17.6M | |
| 3 | +$16.2M | |
| 4 |
TG Therapeutics
TGTX
|
+$16.1M |
| 5 |
Guardant Health
GH
|
+$15.7M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Insmed
INSM
$44.1B
| $46.1M | 6.91% |
319,773
-52,899
|
|
||
2
Mirum Pharmaceuticals
MIRM
$3.65B
| $41.8M | 6.28% |
570,569
+43,029
|
|
||
3
United Therapeutics
UTHR
$20.7B
| $35.8M | 5.37% |
+85,318
|
|
||
4
Merus
MRUS
$7.29B
| $35M | 5.26% |
372,022
+79,058
|
|
||
5
Nuvalent
NUVL
$8.3B
| $34.1M | 5.13% |
394,754
+73,956
|
|
||
6
Xenon Pharmaceuticals
XENE
$3.42B
| $32.1M | 4.82% |
799,743
+139,126
|
|
||
7
BridgeBio Pharma
BBIO
$14.3B
| $30.6M | 4.6% |
589,729
+38,045
|
|
||
8
Revolution Medicines
RVMD
$15B
| $30M | 4.51% |
643,050
+227,459
|
|
||
9
Ascendis Pharma
ASND
$12.3B
| $29.1M | 4.37% |
146,291
+11,604
|
|
||
10
argenx
ARGX
$56.8B
| $28.6M | 4.29% |
38,767
-5,186
|
|
||
11
Disc Medicine
IRON
$3.49B
| $26.3M | 3.95% |
397,693
+98,229
|
|
||
12
Oric Pharmaceuticals
ORIC
$1.07B
| $25.9M | 3.89% |
2,159,474
+149,551
|
|
||
13
Arcellx
ACLX
$4.22B
| $25.8M | 3.87% |
313,733
+98,510
|
|
||
14
Neurocrine Biosciences
NBIX
$15.2B
| $25.5M | 3.83% |
+181,897
|
|
||
|
ABVX
15
Abivax
ABVX
$8.64B
| $24.8M | 3.72% |
+291,820
|
|
||
16
NewAmsterdam Pharma
NAMS
$4.03B
| $20.4M | 3.06% |
716,971
+195,874
|
|
||
17
Akero Therapeutics
AKRO
$4.5B
| $18.9M | 2.83% |
397,010
+282,456
|
|
||
18
Axsome Therapeutics
AXSM
$7.45B
| $18.5M | 2.78% |
152,614
+8,214
|
|
||
19
Enliven Therapeutics
ELVN
$1.25B
| $16M | 2.41% |
783,411
+273,424
|
|
||
20
Apogee Therapeutics
APGE
$5.09B
| $16M | 2.4% |
402,811
+91,321
|
|
||
|
21
Kymera Therapeutics
KYMR
$4.75B
| $15.7M | 2.36% |
+277,726
|
|
||
22
Janux Therapeutics
JANX
$1.03B
| $15.6M | 2.35% |
639,699
+192,279
|
|
||
|
23
Roivant Sciences
ROIV
$14.4B
| $14.5M | 2.18% |
+959,703
|
|
||
24
Cytokinetics
CYTK
$7.91B
| $14M | 2.1% |
+254,795
|
|
||
25
Natera
NTRA
$32.9B
| $13M | 1.95% |
80,875
-37,255
|
|