FTM
DAWN

First Turn Management’s Day One Biopharmaceuticals DAWN Stock Holding History

First Turn Management’s Portfolio DAWN Stock Details DAWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-947,878
Closed -$12M – 40
2024
Q4 		$12M Hold
947,878
– – 2.15% 23
2024
Q3 		$13.2M Buy
+947,878
New +$13.5M 2.09% 28
2024
Q2 		– Sell
-1,318,207
Closed -$21.8M – 37
2024
Q1 		$21.8M Sell
1,318,207
-382,742
-23% -$5.73M 3.26% 16
2023
Q4 		$24.8M Buy
+1,700,949
New +$20.6M 3.57% 11

Other funds holding DAWN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
ECM
Estuary Capital Management Wayzata, Minnesota $598M AUM 1.72% 1-Year Est. Return

First Turn Management's DAWN Position: Q1 2025 in Review

First Turn Management sold out of Day One Biopharmaceuticals (DAWN) in Q1 2025, closing a stake of 947,878 shares — an estimated $12M sold.

First Turn Management first reported a position in DAWN in Q4 2023 and held it in 4 quarters. The position peaked at $24.8M in Q4 2023. 184 funds tracked by Wall St. Rank hold DAWN as of Q1 2025.

  • First Turn Management reported no remaining Day One Biopharmaceuticals position as of Q1 2025 after selling out during the quarter.
  • First Turn Management sold 947,878 Day One Biopharmaceuticals shares in Q1 2025, an estimated $12M.
  • First Turn Management first reported a position in Day One Biopharmaceuticals in Q4 2023 and held it in 4 quarters.
  • First Turn Management's Day One Biopharmaceuticals position peaked at $24.8M in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Day One Biopharmaceuticals as of Q1 2025.

Based on First Turn Management's 13F filing for Q1 2025, filed 15 May 2025.