account_balance
Investment manager · 13F filer · SEC CIK 1993440
First Turn Management, LLC
Reported value$935Mas of Jun 30, 2026
Positions31 5 new, 7 sold out
Top 10 weight53.6%RVMD alone is 8%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
RVMDRevolution Medicines, Inc.
8.3%Trimmed −11%
ABVXAbivax S.A.
7.0%Added +5%
AXSMAxsome Therapeutics, Inc.
5.7%Added +16%
ELVNEnliven Therapeutics, Inc.
5.2%Added +53%
BBIOBridgeBio Pharma, Inc.
5.0%Trimmed −9%
ROIVRoivant Sciences Ltd.
5.0%Added +12%
UTHRUnited Therapeutics Corp
4.9%Trimmed −19%
CYTKCytokinetics Inc
4.8%Added +86%
XENEXenon Pharmaceuticals Inc.
3.9%Trimmed −24%
CELCCelcuity Inc.
3.7%Added +56%
VRDNViridian Therapeutics, Inc.
3.3%+83%
INSMInsmed Inc
3.0%+6%
RVMDRevolution Medicines, Inc.
8.3%Trimmed −11%
ABVXAbivax S.A.
7.0%Added +5%
AXSMAxsome Therapeutics, Inc.
5.7%+16%
ELVNEnliven Therapeutics, Inc.
5.2%+53%
BBIOBridgeBio Pharma, Inc.
5.0%−9%
ROIVRoivant Sciences Ltd.
5.0%
UTHRUnited Therapeutics Corp
4.9%
CYTKCytokinetics Inc
4.8%+86%
XENEXenon Pharmaceuticals Inc.
3.9%
CELC3.7%VRDN3.3%INSMBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RVMD Revolution Medicines, Inc. 8.3% Trimmed −11%ABVX Abivax S.A. 7.0% Added +5%AXSM Axsome Therapeutics, Inc. 5.7% Added +16%ELVN Enliven Therapeutics, Inc. 5.2% Added +53%BBIO BridgeBio Pharma, Inc. 5.0% Trimmed −9%ROIV Roivant Sciences Ltd. 5.0% Added +12%UTHR United Therapeutics Corp 4.9% Trimmed −19%CYTK Cytokinetics Inc 4.8% Added +86%XENE Xenon Pharmaceuticals Inc. 3.9% Trimmed −24%CELC Celcuity Inc. 3.7% Added +56%VRDN Viridian Therapeutics, Inc. 3.3% Added +83%INSM Insmed Inc 3.0% Added +6%
What changed
Biggest moves since Mar 31, 2026
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