§ 13F · FUND PROFILE
First Turn Management, LLC.
AUM · $666M (13F)Positions · 29Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$106M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | 415K | $78M | 8.3% | −11% |
| 2 | ABVX | ABIVAX SA | 490K | $65M | 7.0% | +5% |
| 3 | AXSM | AXSOME THERAPEUTICS INC. | 218K | $53M | 5.7% | +16% |
| 4 | ELVN | ENLIVEN THERAPEUTICS INC | 954K | $48M | 5.2% | +53% |
| 5 | BBIO | BRIDGEBIO PHARMA INC | 633K | $47M | 5.0% | −9% |
| 6 | ROIV | ROIVANT SCIENCES LTD | 1.33M | $47M | 5.0% | +12% |
| 7 | UTHR | UNITED THERAPEUTICS CORP DEL | 85K | $46M | 4.9% | −19% |
| 8 | CYTK | CYTOKINETICS INC | 527K | $45M | 4.8% | +86% |
| 9 | XENE | XENON PHARMACEUTICALS INC | 600K | $36M | 3.9% | −24% |
| 10 | CELC | CELCUITY INC | 329K | $34M | 3.7% | +56% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIRST SIGNAL
AC read
First Turn Management, LLC is a Other fund managing $666 million in assets. The fund runs a focused portfolio of just 29 positions.
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