First Turn Management’s Nuvalent NUVL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$37.9M	Buy	370,344 +1,647	+0.4%	+$168K	4.24%	8
2025 Q4	$37.1M	Sell	368,697 -26,057	-7%	-$2.57M	4.24%	7
2025 Q3	$34.1M	Buy	394,754 +73,956	+23%	+$5.85M	5.13%	5
2025 Q2	$24.5M	Sell	320,798 -11,129	-3%	-$814K	4.57%	4
2025 Q1	$23.5M	Buy	331,927 +22,406	+7%	+$1.75M	4.75%	4
2024 Q4	$24.2M	Sell	309,521 -49,593	-14%	-$4.63M	4.34%	6
2024 Q3	$36.7M	Buy	359,114 +106,838	+42%	+$8.86M	5.82%	1
2024 Q2	$19.1M	Sell	252,276 -13,621	-5%	-$969K	3.11%	13
2024 Q1	$20M	Buy	265,897 +10,000	+4%	+$796K	2.99%	17
2023 Q4	$18.8M	Buy	+255,897	New	+$15.8M	2.7%	22

Other funds holding NUVL

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

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

PBA

Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

First Turn Management increased its Nuvalent (NUVL) stake by 0.45% in Q1 2026, buying an estimated $168K and bringing the position to 370,344 shares worth $37.9M. The position accounts for 4.24% of the portfolio, ranked #8.

First Turn Management first reported a position in NUVL in Q4 2023 and has held it in 10 quarters since. 263 funds tracked by Wall St. Rank hold NUVL as of Q1 2026.

First Turn Management held 370,344 shares of Nuvalent worth $37.9M as of Q1 2026.
First Turn Management bought 1,647 Nuvalent shares in Q1 2026, an estimated $168K.
Nuvalent made up 4.24% of First Turn Management's portfolio in Q1 2026, its #8 holding.
First Turn Management first reported a position in Nuvalent in Q4 2023 and has held it in 10 quarters since.
263 funds tracked by Wall St. Rank held Nuvalent as of Q1 2026.

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