First Turn Management’s Disc Medicine IRON Stock Holding History

First Turn Management’s Portfolio IRON Stock Details IRON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-153,206	Closed	-$12.2M	–	36
2025 Q4	$12.2M	Sell	153,206 -244,487	-61%	-$20.7M	1.39%	30
2025 Q3	$26.3M	Buy	397,693 +98,229	+33%	+$5.84M	3.95%	11
2025 Q2	$15.9M	Buy	+299,464	New	+$14.1M	2.96%	15
2024 Q3	–	Sell	-138,907	Closed	-$6.26M	–	45
2024 Q2	$6.26M	Sell	138,907 -113,766	-45%	-$3.87M	1.02%	36
2024 Q1	$15.7M	Buy	252,673 +95,399	+61%	+$6.19M	2.35%	23
2023 Q4	$9.08M	Buy	+157,274	New	+$8.05M	1.3%	28

Other funds holding IRON

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AVLSA

Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

First Turn Management's IRON Position: Q1 2026 in Review

First Turn Management sold out of Disc Medicine (IRON) in Q1 2026, closing a stake of 153,206 shares — an estimated $12.2M sold.

First Turn Management first reported a position in IRON in Q4 2023 and held it in 6 quarters. The position peaked at $26.3M in Q3 2025. 203 funds tracked by Wall St. Rank hold IRON as of Q1 2026.

First Turn Management reported no remaining Disc Medicine position as of Q1 2026 after selling out during the quarter.
First Turn Management sold 153,206 Disc Medicine shares in Q1 2026, an estimated $12.2M.
First Turn Management first reported a position in Disc Medicine in Q4 2023 and held it in 6 quarters.
First Turn Management's Disc Medicine position peaked at $26.3M in Q3 2025.
203 funds tracked by Wall St. Rank held Disc Medicine as of Q1 2026.

Based on First Turn Management's 13F filing for Q1 2026, filed 15 May 2026.