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 Q2	$3.25M	Sell	26,298 -344,046	-93%	-$37M	0.35%	31
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 $9.59B AUM 113.36% 1-Year Est. Return

PBA

Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

First Turn Management's NUVL Position: Q2 2026 in Review

First Turn Management reduced its Nuvalent (NUVL) stake by 93% in Q2 2026, selling an estimated $37M and leaving 26,298 shares worth $3.25M. The position accounts for 0.35% of the portfolio, ranked #31.

First Turn Management first reported a position in NUVL in Q4 2023 and has held it in 11 quarters since. The position peaked at $37.9M in Q1 2026. 292 funds tracked by Wall St. Rank hold NUVL as of Q2 2026.

First Turn Management held 26,298 shares of Nuvalent worth $3.25M as of Q2 2026.
First Turn Management sold 344,046 Nuvalent shares in Q2 2026, an estimated $37M.
Nuvalent made up 0.35% of First Turn Management's portfolio in Q2 2026, its #31 holding.
First Turn Management first reported a position in Nuvalent in Q4 2023 and has held it in 11 quarters since.
First Turn Management's Nuvalent position peaked at $37.9M in Q1 2026.
292 funds tracked by Wall St. Rank held Nuvalent as of Q2 2026.

Based on First Turn Management's 13F filing for Q2 2026, filed 14 Aug 2026.