StockDriftsStockDriftsTop 33 First Turn Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UTHR | UNITED THERAPEUTICS CORP DEL | 6.94% | 104.7K | $62.1M | +64.72%(+41.15K) | $426.69(+30.29%) | 2026-03-31 | |
| ABVX | ABIVAX SA | 5.8% | 465.9K | $51.9M | +22.20%(+84.64K) | $72.44(+99.68%) | 2026-03-31 | |
| BBIO | BRIDGEBIO PHARMA INC | 5.77% | 695.7K | $51.7M | +16.83%(+100.25K) | $35.58(+116.94%) | 2026-03-31 | |
| XENE | XENON PHARMACEUTICALS INC | 5.11% | 786.8K | $45.8M | -1.61%(-12.90K) | $38.99(+56.35%) | 2026-03-31 | |
| RVMD | REVOLUTION MEDICINES INC | 5.09% | 468.4K | $45.5M | -26.63%(-170.01K) | $38.78(+387.95%) | 2026-03-31 | |
| APGE | APOGEE THERAPEUTICS INC | 4.83% | 513.8K | $43.2M | +8.20%(+38.93K) | $49.23(+169.96%) | 2026-03-31 | |
| INSM | INSMED INC | 4.54% | 248.5K | $40.6M | -5.99%(-15.82K) | $53.61(+108.15%) | 2026-03-31 | |
| NUVL | NUVALENT INC | 4.24% | 370.3K | $37.9M | +0.45%(+1.65K) | $71.67(+72.63%) | 2026-03-31 | |
| MIRM | MIRUM PHARMACEUTICALS INC | 4.13% | 400.5K | $37.0M | -16.84%(-81.10K) | $33.34(+276.67%) | 2026-03-31 | |
| COGT | COGENT BIOSCIENCES INC | 4.07% | 947.3K | $36.5M | +14.93%(+123.06K) | $26.51(+45.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.41% | +45.87% |
| Top 20 Holdings Unweighted | +11.25% | +37.67% |
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