Holders — by stockHoldings — by fund
First Turn Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001993440
$934.7M
disclosed book value
31
positions
8.3%
largest position share
Positions, as of 2026-06-30
top 31 of 31 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | RVMDREVOLUTION MEDICINES INC | 415,307 | $77.8M | 8.3% |
| 2 | ABVXABIVAX SA | 489,889 | $65.3M | 7% |
| 3 | AXSMAXSOME THERAPEUTICS INC. | 218,415 | $53.5M | 5.7% |
| 4 | ELVNENLIVEN THERAPEUTICS INC | 954,360 | $48.4M | 5.2% |
| 5 | BBIOBRIDGEBIO PHARMA INC | 633,364 | $47.2M | 5% |
| 6 | ROIVROIVANT SCIENCES LTD | 1.3M | $47.1M | 5% |
| 7 | UTHRUNITED THERAPEUTICS CORP DEL | 84,932 | $46.0M | 4.9% |
| 8 | CYTKCYTOKINETICS INC | 527,412 | $44.9M | 4.8% |
| 9 | XENEXENON PHARMACEUTICALS INC | 600,200 | $36.2M | 3.9% |
| 10 | CELCCELCUITY INC | 329,101 | $34.4M | 3.7% |
| 11 | VRDNVIRIDIAN THERAPEUTICS INC | 1.7M | $30.7M | 3.3% |
| 12 | INSMINSMED INC | 263,851 | $28.1M | 3% |
| 13 | QUREUNIQURE NV | 608,925 | $28.0M | 3% |
| 14 | ASNDASCENDIS PHARMA A/S | 104,877 | $28.0M | 3% |
| 15 | PRAXPRAXIS PRECISION MEDICINES I | 83,528 | $28.0M | 3% |
| 16 | DNTHDIANTHUS THERAPEUTICS INC | 285,771 | $27.9M | 3% |
| 17 | PCVXVAXCYTE INC | 443,836 | $25.8M | 2.8% |
| 18 | MIRMMIRUM PHARMACEUTICALS INC | 218,051 | $25.5M | 2.7% |
| 19 | PVLAPALVELLA THERAPEUTICS INC NE | 156,450 | $23.9M | 2.6% |
| 20 | COGTCOGENT BIOSCIENCES INC | 602,281 | $23.3M | 2.5% |
| 21 | ERASERASCA INC | 1.2M | $22.4M | 2.4% |
| 22 | ORICORIC PHARMACEUTICALS INC | 2.0M | $21.8M | 2.3% |
| 23 | NAMSNEWAMSTERDAM PHARMA COMPANY | 582,497 | $19.7M | 2.1% |
| 24 | APGEAPOGEE THERAPEUTICS INC | 138,822 | $18.4M | 2% |
| 25 | RYTMRHYTHM PHARMACEUTICALS INC | 154,018 | $17.1M | 1.8% |
| 26 | INBXINHIBRX BIOSCIENCES INC | 164,783 | $15.6M | 1.7% |
| 27 | SRRKSCHOLAR ROCK HLDG CORP | 271,227 | $14.9M | 1.6% |
| 28 | ORKAORUKA THERAPEUTICS INC | 155,343 | $14.8M | 1.6% |
| 29 | KYMRKYMERA THERAPEUTICS INC | 102,533 | $11.8M | 1.3% |
| 30 | SIONSIONNA THERAPEUTICS INC | 110,493 | $4.9M | 0.5% |
| 31 | NUVALENT INC | 26,298 | $3.2M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.