FTM
First Turn Management Portfolio holdings
AUM
$666M
1-Year Est. Return
86.8%
1 Year Est. Return
+86.8%
AUM
$536M
AUM Growth
+$40M
(+8.1%)
Holding
42
Top Buys
| 1 | +$15.9M | |
| 2 | +$14.2M | |
| 3 | +$9.57M | |
| 4 |
NewAmsterdam Pharma
NAMS
|
+$9.44M |
| 5 |
AKRO
Akero Therapeutics
AKRO
|
+$6.11M |
Top Sells
| 1 | +$13.4M | |
| 2 | +$13.4M | |
| 3 | +$13M | |
| 4 |
VRNA
Verona Pharma
VRNA
|
+$11.9M |
| 5 |
Vaxcyte
PCVX
|
+$10.5M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Insmed
INSM
$34.4B
| $37.5M | 7% |
372,672
-28,957
|
|
||
|
VRNA
2
DELISTED
Verona Pharma
VRNA
| $29.3M | 5.47% |
309,988
-125,397
|
|
||
3
Mirum Pharmaceuticals
MIRM
$4.71B
| $26.8M | 5.01% |
527,540
+24,526
|
|
||
4
Nuvalent
NUVL
$8.1B
| $24.5M | 4.57% |
320,798
-11,129
|
|
||
5
argenx
ARGX
$49.5B
| $24.2M | 4.52% |
43,953
+2,042
|
|
||
6
BridgeBio Pharma
BBIO
$14.7B
| $23.8M | 4.44% |
551,684
-105,015
|
|
||
7
Ascendis Pharma
ASND
$12.6B
| $23.2M | 4.34% |
134,687
+21,409
|
|
||
8
Xenon Pharmaceuticals
XENE
$3.09B
| $20.7M | 3.86% |
660,617
-22,834
|
|
||
9
Oric Pharmaceuticals
ORIC
$1.18B
| $20.4M | 3.81% |
2,009,923
-17,507
|
|
||
10
Natera
NTRA
$32.2B
| $20M | 3.72% |
118,130
-21,812
|
|
||
11
ADMA Biologics
ADMA
$4.12B
| $19.9M | 3.71% |
1,092,361
+525,416
|
|
||
12
Intuitive Surgical
ISRG
$190B
| $17.6M | 3.28% |
32,305
+10,196
|
|
||
13
Insulet
PODD
$20.2B
| $16.2M | 3.01% |
51,408
+2,058
|
|
||
14
TG Therapeutics
TGTX
$4.85B
| $16.1M | 3.01% |
447,884
+47,240
|
|
||
15
Disc Medicine
IRON
$2.68B
| $15.9M | 2.96% |
+299,464
|
|
||
16
Guardant Health
GH
$14.6B
| $15.7M | 2.93% |
302,307
-13,430
|
|
||
|
MRUS
17
DELISTED
Merus
MRUS
| $15.4M | 2.87% |
292,964
-170,996
|
|
||
18
Revolution Medicines
RVMD
$23.3B
| $15.3M | 2.85% |
415,591
+75,482
|
|
||
19
Axsome Therapeutics
AXSM
$8.94B
| $15.1M | 2.81% |
144,400
+26,221
|
|
||
20
Boston Scientific
BSX
$131B
| $14.9M | 2.78% |
138,834
-39,322
|
|
||
21
Arcellx
ACLX
$3.99B
| $14.2M | 2.64% |
+215,223
|
|
||
22
Apogee Therapeutics
APGE
$5.52B
| $13.5M | 2.52% |
311,490
+81,815
|
|
||
23
RadNet
RDNT
$5.49B
| $11.3M | 2.1% |
197,759
+40,144
|
|
||
24
Janux Therapeutics
JANX
$828M
| $10.3M | 1.93% |
447,420
+17,257
|
|
||
25
Enliven Therapeutics
ELVN
$1.59B
| $10.2M | 1.91% |
509,987
-25,105
|
|