First Turn Management
Latest statistics and disclosures from First Turn Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RVMD, ABVX, AXSM, ELVN, BBIO, and represent 31.25% of First Turn Management's stock portfolio.
- Added to shares of these 10 stocks: ASND (+$28M), PCVX (+$26M), CYTK (+$21M), RYTM (+$17M), ELVN (+$17M), INBX (+$16M), ORKA (+$15M), VRDN (+$14M), PRAX (+$14M), CELC (+$12M).
- Started 6 new stock positions in RYTM, PCVX, INBX, SION, ASND, ORKA.
- Reduced shares in these 10 stocks: APGE (-$50M), NUVL (-$43M), IDYA (-$29M), MIRM (-$21M), Ascendis Pharma A S (-$18M), KYMR (-$17M), FULC (-$17M), TERN (-$17M), VERA (-$17M), NTRA (-$16M).
- Sold out of its positions in Ascendis Pharma A S, FULC, IDYA, MLTX, NTRA, OLMA, TERN, VERA.
- First Turn Management was a net seller of stock by $-107M.
- First Turn Management has $935M in assets under management (AUM), dropping by 4.43%.
- Central Index Key (CIK): 0001993440
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Portfolio Holdings for First Turn Management
First Turn Management holds 31 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Revolution Medicines (RVMD) | 8.3 | $78M | -11% | 415k | 187.28 |
|
| Abivax Sa Sponsored Ads (ABVX) | 7.0 | $65M | +5% | 490k | 133.26 |
|
| Axsome Therapeutics (AXSM) | 5.7 | $54M | +15% | 218k | 244.77 |
|
| Enliven Therapeutics (ELVN) | 5.2 | $48M | +52% | 954k | 50.75 |
|
| Bridgebio Pharma (BBIO) | 5.0 | $47M | -8% | 633k | 74.48 |
|
| Roivant Sciences SHS (ROIV) | 5.0 | $47M | +11% | 1.3M | 35.39 |
|
| United Therapeutics Corporation (UTHR) | 4.9 | $46M | -18% | 85k | 541.83 |
|
| Cytokinetics Com New (CYTK) | 4.8 | $45M | +85% | 527k | 85.19 |
|
| Xenon Pharmaceuticals (XENE) | 3.9 | $36M | -23% | 600k | 60.36 |
|
| Celcuity (CELC) | 3.7 | $34M | +56% | 329k | 104.62 |
|
| Miragen Therapeutics (VRDN) | 3.3 | $31M | +83% | 1.7M | 18.37 |
|
| Insmed Com Par $.01 (INSM) | 3.0 | $28M | +6% | 264k | 106.62 |
|
| Uniqure Nv SHS (QURE) | 3.0 | $28M | 609k | 46.06 |
|
|
| Ascendis Pharma A/s Ord Shs (ASND) | 3.0 | $28M | NEW | 105k | 266.72 |
|
| Praxis Precision Medicines I Com New (PRAX) | 3.0 | $28M | +96% | 84k | 334.79 |
|
| Dianthus Therapeutics (DNTH) | 3.0 | $28M | +29% | 286k | 97.48 |
|
| Vaxcyte (PCVX) | 2.8 | $26M | NEW | 444k | 58.13 |
|
| Mirum Pharmaceuticals (MIRM) | 2.7 | $26M | -45% | 218k | 117.07 |
|
| Palvella Therapeutics Inc Ne (PVLA) | 2.6 | $24M | +5% | 157k | 152.82 |
|
| Cogent Biosciences (COGT) | 2.5 | $23M | -36% | 602k | 38.70 |
|
| Erasca (ERAS) | 2.4 | $22M | +40% | 1.2M | 18.32 |
|
| Oric Pharmaceuticals (ORIC) | 2.3 | $22M | 2.0M | 10.83 |
|
|
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 2.1 | $20M | +4% | 583k | 33.89 |
|
| Apogee Therapeutics (APGE) | 2.0 | $18M | -72% | 139k | 132.73 |
|
| Rhythm Pharmaceuticals (RYTM) | 1.8 | $17M | NEW | 154k | 111.03 |
|
| Inhibrx Biosciences (INBX) | 1.7 | $16M | NEW | 165k | 94.75 |
|
| Scholar Rock Hldg Corp (SRRK) | 1.6 | $15M | -39% | 271k | 55.00 |
|
| Oruka Therapeutics (ORKA) | 1.6 | $15M | NEW | 155k | 95.17 |
|
| Kymera Therapeutics (KYMR) | 1.3 | $12M | -59% | 103k | 114.67 |
|
| Sionna Therapeutics (SION) | 0.5 | $4.9M | NEW | 111k | 43.99 |
|
| Nuvalent Inc-a (NUVL) | 0.3 | $3.2M | -92% | 26k | 123.50 |
|
Past Filings by First Turn Management
SEC 13F filings are viewable for First Turn Management going back to 2023
- First Turn Management 2026 Q2 filed Aug. 14, 2026
- First Turn Management 2026 Q1 filed May 15, 2026
- First Turn Management 2025 Q4 filed Feb. 13, 2026
- First Turn Management 2025 Q3 filed Nov. 14, 2025
- First Turn Management 2025 Q2 filed Aug. 14, 2025
- First Turn Management 2025 Q1 filed May 15, 2025
- First Turn Management 2024 Q4 filed Feb. 14, 2025
- First Turn Management 2024 Q3 filed Nov. 7, 2024
- First Turn Management 2024 Q1 filed May 6, 2024
- First Turn Management 2023 Q4 filed Feb. 8, 2024