First Turn Management, LLC - Q12026 Holdings

First Turn Management, LLC holds 33 stocks with a total portfolio value of $ 895.1M as of Q12026. In Q12026, First Turn Management, LLC added 5 new positions, increased stakes in 17 stocks, reduced 11 holdings, and fully exited 5 positions. The largest holding is United Therapeutics Corp Del (UTHR), representing 6.94% of the total portfolio.