First Turn Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, First Turn Management, Llc disclosed 27 stock positions valued at approximately $934.72M as of quarter-end June 30, 2026. The largest holdings include REVOLUTION MEDICINES INC, ABIVAX SA, and AXSOME THERAPEUTICS INC..
- Report Period
- June 30, 2026
- No. of Stocks
- 27
- Portfolio Value
- $934.72M
Holdings by Sector
First Turn Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 8.32% | 415,307 | -53,069 | -11.33% | $77,778,695 |
| ABIVAX SA | ABVX | Healthcare | 6.98% | 489,889 | +24,020 | +5.16% | $65,282,608 |
| AXSOME THERAPEUTICS INC. | AXSM | Healthcare | 5.72% | 218,415 | +29,643 | +15.70% | $53,461,440 |
| ENLIVEN THERAPEUTICS INC | ELVN | Healthcare | 5.18% | 954,360 | +330,521 | +52.98% | $48,433,770 |
| BRIDGEBIO PHARMA INC | BBIO | Healthcare | 5.05% | 633,364 | -62,354 | -8.96% | $47,172,951 |
| ROIVANT SCIENCES LTD | ROIV | Healthcare | 5.04% | 1,331,066 | +140,948 | +11.84% | $47,106,426 |
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 4.92% | 84,932 | -19,794 | -18.90% | $46,018,706 |
| CYTOKINETICS INC | CYTK | Healthcare | 4.81% | 527,412 | +243,712 | +85.90% | $44,930,228 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 3.88% | 600,200 | -186,644 | -23.72% | $36,228,072 |
| CELCUITY INC | CELC | Healthcare | 3.68% | 329,101 | +118,523 | +56.28% | $34,430,547 |
| VIRIDIAN THERAPEUTICS INC | VRDN | Healthcare | 3.28% | 1,670,000 | +758,663 | +83.25% | $30,677,900 |
| INSMED INC | INSM | Healthcare | 3.01% | 263,851 | +15,376 | +6.19% | $28,131,794 |
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 2.99% | 83,528 | +41,087 | +96.81% | $27,964,339 |
| DIANTHUS THERAPEUTICS INC | DNTH | Healthcare | 2.98% | 285,771 | +64,850 | +29.35% | $27,856,957 |
| VAXCYTE INC | PCVX | Healthcare | 2.76% | 443,836 | +443,836 | +100.00% | $25,800,187 |
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 2.73% | 218,051 | -182,413 | -45.55% | $25,527,231 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 2.49% | 602,281 | -345,058 | -36.42% | $23,308,275 |
| ERASCA INC | ERAS | Healthcare | 2.39% | 1,221,721 | +354,082 | +40.81% | $22,381,929 |
| ORIC PHARMACEUTICALS INC | ORIC | Healthcare | 2.34% | 2,017,284 | - | - | $21,847,186 |
| NEWAMSTERDAM PHARMA COMPANY | NAMSW | Other | 2.11% | 582,497 | +24,161 | +4.33% | $19,740,823 |
| APOGEE THERAPEUTICS INC | APGE | Healthcare | 1.97% | 138,822 | -374,948 | -72.98% | $18,425,844 |
| RHYTHM PHARMACEUTICALS INC | RYTM | Healthcare | 1.83% | 154,018 | +7,715 | +5.27% | $17,100,619 |
| INHIBRX BIOSCIENCES INC | INBX | Healthcare | 1.67% | 164,783 | +164,783 | +100.00% | $15,613,189 |
| SCHOLAR ROCK HLDG CORP | SRRK | Healthcare | 1.60% | 271,227 | -175,163 | -39.24% | $14,917,485 |
| KYMERA THERAPEUTICS INC | KYMR | Healthcare | 1.26% | 102,533 | -152,139 | -59.74% | $11,757,459 |
| SIONNA THERAPEUTICS INC | SION | Other | 0.52% | 110,493 | +110,493 | +100.00% | $4,860,587 |
| NUVALENT INC | NUVL | Healthcare | 0.35% | 26,298 | -344,046 | -92.90% | $3,247,803 |
Showing 27 of 27 holdings in the latest reporting period.