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 $934.7M across 31 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RVMD ($77.8M, 8.32%), ABVX ($65.3M, 6.98%), AXSM ($53.5M, 5.72%), ELVN ($48.4M, 5.18%), BBIO ($47.2M, 5.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | $77.8M | 8.32% | 415,307 | Trimmed |
| 2 | ABVX | ABIVAX SA | $65.3M | 6.98% | 489,889 | Added |
| 3 | AXSM | AXSOME THERAPEUTICS INC. | $53.5M | 5.72% | 218,415 | Added |
| 4 | ELVN | ENLIVEN THERAPEUTICS INC | $48.4M | 5.18% | 954,360 | Added |
| 5 | BBIO | BRIDGEBIO PHARMA INC | $47.2M | 5.05% | 633,364 | Trimmed |
| 6 | ROIV | ROIVANT SCIENCES LTD | $47.1M | 5.04% | 1.3M | Added |
| 7 | UTHR | UNITED THERAPEUTICS CORP DEL | $46.0M | 4.92% | 84,932 | Trimmed |
| 8 | CYTK | CYTOKINETICS INC | $44.9M | 4.81% | 527,412 | Added |
| 9 | XENE | XENON PHARMACEUTICALS INC | $36.2M | 3.88% | 600,200 | Trimmed |
| 10 | CELC | CELCUITY INC | $34.4M | 3.68% | 329,101 | Added |
| 11 | VRDN | VIRIDIAN THERAPEUTICS INC | $30.7M | 3.28% | 1.7M | Added |
| 12 | INSM | INSMED INC | $28.1M | 3.01% | 263,851 | Added |
| 13 | QURE | UNIQURE NV | $28.0M | 3.00% | 608,925 | Trimmed |
| 14 | ASND | ASCENDIS PHARMA A/S | $28.0M | 2.99% | 104,877 | New |
| 15 | PRAX | PRAXIS PRECISION MEDICINES I | $28.0M | 2.99% | 83,528 | Added |
| 16 | DNTH | DIANTHUS THERAPEUTICS INC | $27.9M | 2.98% | 285,771 | Added |
| 17 | PCVX | VAXCYTE INC | $25.8M | 2.76% | 443,836 | New |
| 18 | MIRM | MIRUM PHARMACEUTICALS INC | $25.5M | 2.73% | 218,051 | Trimmed |
| 19 | PVLA | PALVELLA THERAPEUTICS INC NE | $23.9M | 2.56% | 156,450 | Added |
| 20 | COGT | COGENT BIOSCIENCES INC | $23.3M | 2.49% | 602,281 | Trimmed |
| 21 | ERAS | ERASCA INC | $22.4M | 2.39% | 1.2M | Added |
| 22 | ORIC | ORIC PHARMACEUTICALS INC | $21.8M | 2.34% | 2.0M | Hold |
| 23 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $19.7M | 2.11% | 582,497 | Added |
| 24 | APGE | APOGEE THERAPEUTICS INC | $18.4M | 1.97% | 138,822 | Trimmed |
| 25 | RYTM | RHYTHM PHARMACEUTICALS INC | $17.1M | 1.83% | 154,018 | New |
Source: SEC Form 13F filings · as of 2026-06-30