Back to First Turn Management, LLC
Q2 2026 13F filing
Updated 27 days ago31 disclosed positions worth $934.7M
Portfolio value
$934.7M
Total holdings
31
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in 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% | — |
| 21 | E EQR ERASCA INC | $22.4M | 1.22M | 2.39% | — |
| 22 | O ORIC ORIC PHARMACEUTICALS INC | $21.8M | 2.02M | 2.34% | — |
| 23 | N NAMSW NEWAMSTERDAM PHARMA COMPANY | $19.7M | 582.5K | 2.11% | — |
| 24 | A APGE APOGEE THERAPEUTICS INC | $18.4M | 138.8K | 1.97% | — |
| 25 | R RYTM RHYTHM PHARMACEUTICALS INC | $17.1M | 154.0K | 1.83% | — |
| 26 | I INBX INHIBRX BIOSCIENCES INC | $15.6M | 164.8K | 1.67% | — |
| 27 | S SRRK SCHOLAR ROCK HLDG CORP | $14.9M | 271.2K | 1.60% | — |
| 28 | O ORKA ORUKA THERAPEUTICS INC | $14.8M | 155.3K | 1.58% | — |
| 29 | K KYMR KYMERA THERAPEUTICS INC | $11.8M | 102.5K | 1.26% | — |
| 30 | S SION SIONNA THERAPEUTICS INC | $4.9M | 110.5K | 0.52% | — |
| 31 | ? N/A NUVALENT INC | $3.2M | 26.3K | 0.35% | — |