First Turn Management, LLC

First Turn Management, LLC reported 31 holdings worth US$935M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

First Turn Management, LLC reported 31 holdings worth US$935M as of Jun 30, 2026. Largest: Revolution Medicines, Inc., Abivax Sa and Axsome Therapeutics, Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
31
Value as reported
US$935M

The filing in full

CompanySharesValue as reported% of portfolio
Revolution Medicines, Inc.415KUS$77.8M8.3%
Abivax Sa490KUS$65.3M7.0%
Axsome Therapeutics, Inc.218KUS$53.5M5.7%
Enliven Therapeutics, Inc.954KUS$48.4M5.2%
Bridgebio Pharma, Inc.633KUS$47.2M5.0%
Roivant Sciences Ltd.1.33MUS$47.1M5.0%
United Therapeutics Corporation84,932US$46M4.9%
Cytokinetics, Incorporated527KUS$44.9M4.8%
Xenon Pharmaceuticals Inc.600KUS$36.2M3.9%
Celcuity Inc.329KUS$34.4M3.7%
Viridian Therapeutics, Inc.1.67MUS$30.7M3.3%
Insmed Incorporated264KUS$28.1M3.0%
Praxis Precision Medicines, Inc.83,528US$28M3.0%
Dianthus Therapeutics, Inc.286KUS$27.9M3.0%
Vaxcyte, Inc.444KUS$25.8M2.8%
Mirum Pharmaceuticals, Inc.218KUS$25.5M2.7%
Palvella Therapeutics, Inc.156KUS$23.9M2.6%
Cogent Biosciences, Inc.602KUS$23.3M2.5%
Erasca, Inc.1.22MUS$22.4M2.4%
Oric Pharmaceuticals, Inc.2.02MUS$21.8M2.3%
Apogee Therapeutics, Inc.139KUS$18.4M2.0%
Rhythm Pharmaceuticals, Inc.154KUS$17.1M1.8%
Inhibrx Biosciences, Inc.165KUS$15.6M1.7%
Scholar Rock Holding Corporation271KUS$14.9M1.6%
Oruka Therapeutics, Inc.155KUS$14.8M1.6%
Kymera Therapeutics, Inc.103KUS$11.8M1.3%
Sionna Therapeutics, Inc.110KUS$4.86M0.52%
Nuvalent, Inc.26,298US$3.25M0.35%
Ideaya Biosciences, Inc.0US$00.00%
Natera, Inc.0US$00.00%
Olema Pharmaceuticals, Inc.0US$00.00%
Terns Pharmaceuticals, Inc.0US$00.00%
Vera Therapeutics, Inc.0US$00.00%
Ascendis Pharma A/s0US$00.00%
Fulcrum Therapeutics, Inc.0US$00.00%

Source

View original at SEC

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