First Turn Management’s MoonLake Immunotherapeutics MLTX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.88M	Buy	315,563 +52,920	+20%	+$877K	0.66%	33
2025 Q4	$3.46M	Hold	262,643	–	–	0.4%	33
2025 Q3	$1.88M	Buy	+262,643	New	+$13.7M	0.28%	29
2025 Q2	–	Sell	-179,196	Closed	-$7M	–	39
2025 Q1	$7M	Buy	+179,196	New	+$7.72M	1.41%	32

Other funds holding MLTX

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

CAM

Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

First Turn Management increased its MoonLake Immunotherapeutics (MLTX) stake by 20% in Q1 2026, buying an estimated $877K and bringing the position to 315,563 shares worth $5.88M. The position accounts for 0.66% of the portfolio, ranked #33.

First Turn Management first reported a position in MLTX in Q1 2025 and has held it in 4 quarters since. The position peaked at $7M in Q1 2025. 147 funds tracked by Wall St. Rank hold MLTX as of Q1 2026.

First Turn Management held 315,563 shares of MoonLake Immunotherapeutics worth $5.88M as of Q1 2026.
First Turn Management bought 52,920 MoonLake Immunotherapeutics shares in Q1 2026, an estimated $877K.
MoonLake Immunotherapeutics made up 0.66% of First Turn Management's portfolio in Q1 2026, its #33 holding.
First Turn Management first reported a position in MoonLake Immunotherapeutics in Q1 2025 and has held it in 4 quarters since.
First Turn Management's MoonLake Immunotherapeutics position peaked at $7M in Q1 2025.
147 funds tracked by Wall St. Rank held MoonLake Immunotherapeutics as of Q1 2026.

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