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First Turn Management, LLC
hedge fundUpdated 27 days agoManaged by First Turn Management, Llc • Latest filing Q2 2026
Portfolio value
$934.7M
Q2 2026
Filings
11
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
12.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 11 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2023 | $696.3M |
| Q1 2024 | $668.5M |
| Q2 2024 | $614.7M |
| Q3 2024 | $631.6M |
| Q4 2024 | $558.3M |
| Q1 2025 | $496.1M |
| Q2 2025 | $536M |
| Q3 2025 | $666M |
| Q4 2025 | $875.2M |
| Q1 2026 | $895.1M |
| Q2 2026 | $934.7M |
Top holdings
31 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R RVMDW REVOLUTION MEDICINES INC | $77.8M | 415.3K | 8.32% | — |
| 2 | A AAVXF ABIVAX SA | $65.3M | 489.9K | 6.98% | — |
| 3 | A AXSM AXSOME THERAPEUTICS INC. | $53.5M | 218.4K | 5.72% | — |
| 4 | E ELVN ENLIVEN THERAPEUTICS INC | $48.4M | 954.4K | 5.18% | — |
| 5 | B BBIO BRIDGEBIO PHARMA INC | $47.2M | 633.4K | 5.05% | — |
| 6 | R ROIV ROIVANT SCIENCES LTD | $47.1M | 1.33M | 5.04% | — |
| 7 | U UTHR UNITED THERAPEUTICS CORP DEL | $46M | 84.9K | 4.92% | — |
| 8 | C CYTK CYTOKINETICS INC | $44.9M | 527.4K | 4.81% | — |
| 9 | X XENE XENON PHARMACEUTICALS INC | $36.2M | 600.2K | 3.88% | — |
| 10 | C CELC CELCUITY INC | $34.4M | 329.1K | 3.68% | — |
| 11 | V VRDN VIRIDIAN THERAPEUTICS INC | $30.7M | 1.67M | 3.28% | — |
| 12 | I INSM INSMED INC | $28.1M | 263.9K | 3.01% | — |
| 13 | Q QURE UNIQURE NV | $28M | 608.9K | 3.00% | — |
| 14 | A ASND ASCENDIS PHARMA A/S | $28M | 104.9K | 2.99% | — |
| 15 | P PRAX PRAXIS PRECISION MEDICINES I | $28M | 83.5K | 2.99% | — |
| 16 | D DNTH DIANTHUS THERAPEUTICS INC | $27.9M | 285.8K | 2.98% | — |
| 17 | P PCVX VAXCYTE INC | $25.8M | 443.8K | 2.76% | — |
| 18 | M MIRM MIRUM PHARMACEUTICALS INC | $25.5M | 218.1K | 2.73% | — |
| 19 | P PVLA PALVELLA THERAPEUTICS INC NE | $23.9M | 156.4K | 2.56% | — |
| 20 | C COGT COGENT BIOSCIENCES INC | $23.3M | 602.3K | 2.49% | — |