First Turn Management, LLC Top Holdings and 13F Report (2026) About First Turn Management, LLCInvestment ActivityFirst Turn Management, LLC has $934.72 million in total holdings as of June 30, 2026.First Turn Management, LLC owns shares of 31 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 23.08% of the portfolio was purchased this quarter.About 34.51% of the portfolio was sold this quarter.This quarter, First Turn Management, LLC has purchased 33 new stocks and bought additional shares in 13 stocks.First Turn Management, LLC sold shares of 11 stocks and completely divested from 8 stocks this quarter.Largest Holdings Revolution Medicines $77,778,695ABIVAX SA $65,282,608Axsome Therapeutics $53,461,440Enliven Therapeutics $48,433,770BridgeBio Pharma $47,172,951 Largest New Holdings this Quarter K08588103 - ASCENDIS PHARMA A/S $27,972,793 Holding92243G108 - Vaxcyte $25,800,187 Holding76243J105 - Rhythm Pharmaceuticals $17,100,619 Holding45720N103 - INHIBRX BIOSCIENCES INC $15,613,189 Holding687604108 - ORUKA THERAPEUTICS INC $14,783,993 Holding Largest Purchases this Quarter ASCENDIS PHARMA A/S 104,877 shares (about $27.97M)Vaxcyte 443,836 shares (about $25.80M)Cytokinetics 243,712 shares (about $20.76M)Rhythm Pharmaceuticals 154,018 shares (about $17.10M)Enliven Therapeutics 330,521 shares (about $16.77M) Largest Sales this Quarter APOGEE THERAPEUTICS INC 374,948 shares (about $49.77M)Nuvalent 344,046 shares (about $42.49M)Mirum Pharmaceuticals 182,413 shares (about $21.36M)Kymera Therapeutics 152,139 shares (about $17.45M)Cogent Biosciences 345,058 shares (about $13.35M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst Turn Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRVMDRevolution Medicines$77,778,695$9,938,762 â–¼-11.3%415,3078.3%HealthcareABIVAX SA$65,282,608$3,200,905 â–²5.2%489,8897.0%SPONSORED ADSAXSMAxsome Therapeutics$53,461,440$7,255,717 â–²15.7%218,4155.7%HealthcareELVNEnliven Therapeutics$48,433,770$16,773,941 â–²53.0%954,3605.2%HealthcareBBIOBridgeBio Pharma$47,172,951$4,644,126 â–¼-9.0%633,3645.0%HealthcareROIVRoivant Sciences$47,106,426$4,988,150 â–²11.8%1,331,0665.0%HealthcareUTHRUnited Therapeutics$46,018,706$10,724,983 â–¼-18.9%84,9324.9%HealthcareCYTKCytokinetics$44,930,228$20,761,825 â–²85.9%527,4124.8%HealthcareXENEXenon Pharmaceuticals$36,228,072$11,265,832 â–¼-23.7%600,2003.9%HealthcareCELCCelcuity$34,430,547$12,399,876 â–²56.3%329,1013.7%HealthcareVRDNViridian Therapeutics$30,677,900$13,936,639 â–²83.2%1,670,0003.3%HealthcareINSMInsmed$28,131,794$1,639,389 â–²6.2%263,8513.0%HealthcareQUREuniQure$28,047,086$302,338 â–¼-1.1%608,9253.0%HealthcareASCENDIS PHARMA A/S$27,972,793$27,972,793 â–²New Holding104,8773.0%ORD SHSPRAXIS PRECISION MEDICINES I$27,964,339$13,755,517 â–²96.8%83,5283.0%COM NEWDIANTHUS THERAPEUTICS INC$27,856,957$6,321,578 â–²29.4%285,7713.0%COMPCVXVaxcyte$25,800,187$25,800,187 â–²New Holding443,8362.8%HealthcareMIRMMirum Pharmaceuticals$25,527,231$21,355,090 â–¼-45.6%218,0512.7%HealthcarePALVELLA THERAPEUTICS INC NE$23,908,689$1,277,117 â–²5.6%156,4502.6%COMCOGTCogent Biosciences$23,308,275$13,353,745 â–¼-36.4%602,2812.5%HealthcareERASErasca$22,381,929$6,486,782 â–²40.8%1,221,7212.4%HealthcareORICOric Pharmaceuticals$21,847,1860.0%2,017,2842.3%HealthcareNAMSNewAmsterdam Pharma$19,740,823$818,816 â–²4.3%582,4972.1%HealthcareAPOGEE THERAPEUTICS INC$18,425,844$49,766,848 â–¼-73.0%138,8222.0%COMRYTMRhythm Pharmaceuticals$17,100,619$17,100,619 â–²New Holding154,0181.8%HealthcareINHIBRX BIOSCIENCES INC$15,613,189$15,613,189 â–²New Holding164,7831.7%COMSRRKScholar Rock$14,917,485$9,633,965 â–¼-39.2%271,2271.6%HealthcareORUKA THERAPEUTICS INC$14,783,993$14,783,993 â–²New Holding155,3431.6%COMKYMRKymera Therapeutics$11,757,459$17,445,779 â–¼-59.7%102,5331.3%HealthcareSIONNA THERAPEUTICS INC$4,860,587$4,860,587 â–²New Holding110,4930.5%COMNUVLNuvalent$3,247,803$42,489,681 â–¼-92.9%26,2980.3%HealthcareIDYAIDEAYA Biosciences$0$29,116,282 â–¼-100.0%00.0%HealthcareASNDAscendis Pharma A/S$0$17,452,099 â–¼-100.0%00.0%HealthcareFULCFulcrum Therapeutics$0$17,304,356 â–¼-100.0%00.0%HealthcareTERNTerns Pharmaceuticals$0$17,223,308 â–¼-100.0%00.0%HealthcareVERAVera Therapeutics$0$16,977,985 â–¼-100.0%00.0%HealthcareNTRANatera$0$16,214,589 â–¼-100.0%00.0%HealthcareOLMAOlema Pharmaceuticals$0$11,460,750 â–¼-100.0%00.0%HealthcareMLTXMoonLake Immunotherapeutics$0$5,882,094 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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