Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
First Turn Management, LLC (CIK 1993440) reported $895.1M across 33 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: UTHR ($62.1M, 6.94%), ABVX ($51.9M, 5.80%), BBIO ($51.7M, 5.77%), XENE ($45.8M, 5.11%), RVMD ($45.5M, 5.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UTHR | UNITED THERAPEUTICS CORP DEL | $62.1M | 6.94% | 104,726 | Added |
| 2 | ABVX | ABIVAX SA | $51.9M | 5.80% | 465,869 | Added |
| 3 | BBIO | BRIDGEBIO PHARMA INC | $51.7M | 5.77% | 695,718 | Added |
| 4 | XENE | XENON PHARMACEUTICALS INC | $45.8M | 5.11% | 786,844 | Trimmed |
| 5 | RVMD | REVOLUTION MEDICINES INC | $45.5M | 5.09% | 468,376 | Trimmed |
| 6 | APGE | APOGEE THERAPEUTICS INC | $43.2M | 4.83% | 513,770 | Added |
| 7 | INSM | INSMED INC | $40.6M | 4.54% | 248,475 | Trimmed |
| 8 | NUVL | NUVALENT INC | $37.9M | 4.24% | 370,344 | Added |
| 9 | MIRM | MIRUM PHARMACEUTICALS INC | $37.0M | 4.13% | 400,464 | Trimmed |
| 10 | COGT | COGENT BIOSCIENCES INC | $36.5M | 4.07% | 947,339 | Added |
| 11 | ROIV | ROIVANT SCIENCES LTD | $33.0M | 3.68% | 1.2M | Added |
| 12 | AXSM | AXSOME THERAPEUTICS INC. | $31.9M | 3.56% | 188,772 | Trimmed |
| 13 | IDYA | IDEAYA BIOSCIENCES INC | $29.1M | 3.25% | 873,838 | Added |
| 14 | ORIC | ORIC PHARMACEUTICALS INC | $25.6M | 2.86% | 2.0M | Added |
| 15 | ELVN | ENLIVEN THERAPEUTICS INC | $24.5M | 2.73% | 623,839 | New |
| 16 | CELC | CELCUITY INC | $24.0M | 2.69% | 210,578 | New |
| 17 | SRRK | SCHOLAR ROCK HLDG CORP | $21.9M | 2.45% | 446,390 | Trimmed |
| 18 | KYMR | KYMERA THERAPEUTICS INC | $21.2M | 2.37% | 254,672 | Added |
| 19 | CYTK | CYTOKINETICS INC | $18.7M | 2.09% | 283,700 | Trimmed |
| 20 | DNTH | DIANTHUS THERAPEUTICS INC | $18.5M | 2.07% | 220,921 | New |
| 21 | PVLA | PALVELLA THERAPEUTICS INC NE | $18.5M | 2.06% | 148,093 | New |
| 22 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $17.9M | 2.00% | 558,336 | Trimmed |
| 23 | VRDN | VIRIDIAN THERAPEUTICS INC | $17.8M | 1.99% | 911,337 | Added |
| 24 | ASND | ASCENDIS PHARMA A/S | $17.5M | 1.95% | 76,300 | Trimmed |
| 25 | FULC | FULCRUM THERAPEUTICS INC | $17.3M | 1.93% | 2.3M | Added |
Source: SEC Form 13F filings · as of 2026-03-31