First Turn Management as of June 30, 2026
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 | 415k | 187.28 | |
| Abivax Sa Sponsored Ads (ABVX) | 7.0 | $65M | 490k | 133.26 | |
| Axsome Therapeutics (AXSM) | 5.7 | $54M | 218k | 244.77 | |
| Enliven Therapeutics (ELVN) | 5.2 | $48M | 954k | 50.75 | |
| Bridgebio Pharma (BBIO) | 5.0 | $47M | 633k | 74.48 | |
| Roivant Sciences SHS (ROIV) | 5.0 | $47M | 1.3M | 35.39 | |
| United Therapeutics Corporation (UTHR) | 4.9 | $46M | 85k | 541.83 | |
| Cytokinetics Com New (CYTK) | 4.8 | $45M | 527k | 85.19 | |
| Xenon Pharmaceuticals (XENE) | 3.9 | $36M | 600k | 60.36 | |
| Celcuity (CELC) | 3.7 | $34M | 329k | 104.62 | |
| Miragen Therapeutics (VRDN) | 3.3 | $31M | 1.7M | 18.37 | |
| Insmed Com Par $.01 (INSM) | 3.0 | $28M | 264k | 106.62 | |
| Uniqure Nv SHS (QURE) | 3.0 | $28M | 609k | 46.06 | |
| Ascendis Pharma A/s Ord Shs (ASND) | 3.0 | $28M | 105k | 266.72 | |
| Praxis Precision Medicines I Com New (PRAX) | 3.0 | $28M | 84k | 334.79 | |
| Dianthus Therapeutics (DNTH) | 3.0 | $28M | 286k | 97.48 | |
| Vaxcyte (PCVX) | 2.8 | $26M | 444k | 58.13 | |
| Mirum Pharmaceuticals (MIRM) | 2.7 | $26M | 218k | 117.07 | |
| Palvella Therapeutics Inc Ne (PVLA) | 2.6 | $24M | 157k | 152.82 | |
| Cogent Biosciences (COGT) | 2.5 | $23M | 602k | 38.70 | |
| Erasca (ERAS) | 2.4 | $22M | 1.2M | 18.32 | |
| Oric Pharmaceuticals (ORIC) | 2.3 | $22M | 2.0M | 10.83 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 2.1 | $20M | 583k | 33.89 | |
| Apogee Therapeutics (APGE) | 2.0 | $18M | 139k | 132.73 | |
| Rhythm Pharmaceuticals (RYTM) | 1.8 | $17M | 154k | 111.03 | |
| Inhibrx Biosciences (INBX) | 1.7 | $16M | 165k | 94.75 | |
| Scholar Rock Hldg Corp (SRRK) | 1.6 | $15M | 271k | 55.00 | |
| Oruka Therapeutics (ORKA) | 1.6 | $15M | 155k | 95.17 | |
| Kymera Therapeutics (KYMR) | 1.3 | $12M | 103k | 114.67 | |
| Sionna Therapeutics (SION) | 0.5 | $4.9M | 111k | 43.99 | |
| Nuvalent Inc-a (NUVL) | 0.3 | $3.2M | 26k | 123.50 |
