First Turn Management, LLC
31 holdingsFiling period: 2026-06-30Current AUM: $892.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | 415.3K | $77.8M | $85.1M | 9.53% | -53,069 | 2026-06-30 |
| 2 | ABVX | ABIVAX SA | 489.9K | $65.3M | $52.3M | 5.86% | +24.0K | 2026-06-30 |
| 3 | AXSM | AXSOME THERAPEUTICS INC. | 218.4K | $53.5M | $44.6M | 4.99% | +29.6K | 2026-06-30 |
| 4 | ELVN | ENLIVEN THERAPEUTICS INC | 954.4K | $48.4M | $50.9M | 5.71% | +330.5K | 2026-06-30 |
| 5 | BBIO | BRIDGEBIO PHARMA INC | 633.4K | $47.2M | $43.3M | 4.85% | -62,354 | 2026-06-30 |
| 6 | — | ROIVANT SCIENCES LTD | 1.33M | $47.1M | $47.1M | 5.28% | +140.9K | 2026-06-30 |
| 7 | UTHR | UNITED THERAPEUTICS CORP DEL | 84.9K | $46.0M | $42.5M | 4.76% | -19,794 | 2026-06-30 |
| 8 | CYTK | CYTOKINETICS INC | 527.4K | $44.9M | $36.6M | 4.10% | +243.7K | 2026-06-30 |
| 9 | XENE | XENON PHARMACEUTICALS INC | 600.2K | $36.2M | $33.8M | 3.79% | -186,644 | 2026-06-30 |
| 10 | CELC | CELCUITY INC | 329.1K | $34.4M | $27.2M | 3.05% | +118.5K | 2026-06-30 |
| 11 | VRDN | VIRIDIAN THERAPEUTICS INC | 1.67M | $30.7M | $36.5M | 4.09% | +758.7K | 2026-06-30 |
| 12 | INSM | INSMED INC | 263.9K | $28.1M | $31.6M | 3.55% | +15.4K | 2026-06-30 |
| 13 | — | UNIQURE NV | 608.9K | $28.0M | $28.0M | 3.14% | -6,564 | 2026-06-30 |
| 14 | — | ASCENDIS PHARMA A/S | 104.9K | $28.0M | $28.0M | 3.13% | -- | 2026-06-30 |
| 15 | PRAX | PRAXIS PRECISION MEDICINES I | 83.5K | $28.0M | $26.1M | 2.93% | +41.1K | 2026-06-30 |
| 16 | DNTH | DIANTHUS THERAPEUTICS INC | 285.8K | $27.9M | $29.9M | 3.36% | +64.8K | 2026-06-30 |
| 17 | PCVX | VAXCYTE INC | 443.8K | $25.8M | $26.3M | 2.94% | -- | 2026-06-30 |
| 18 | MIRM | MIRUM PHARMACEUTICALS INC | 218.1K | $25.5M | $20.5M | 2.29% | -182,413 | 2026-06-30 |
| 19 | PVLA | PALVELLA THERAPEUTICS INC NE | 156.4K | $23.9M | $23.7M | 2.65% | +8.4K | 2026-06-30 |
| 20 | COGT | COGENT BIOSCIENCES INC | 602.3K | $23.3M | $19.7M | 2.21% | -345,058 | 2026-06-30 |
| 21 | ERAS | ERASCA INC | 1.22M | $22.4M | $19.9M | 2.22% | +354.1K | 2026-06-30 |
| 22 | ORIC | ORIC PHARMACEUTICALS INC | 2.02M | $21.8M | $24.9M | 2.79% | -- | 2026-06-30 |
| 23 | — | NEWAMSTERDAM PHARMA COMPANY | 582.5K | $19.7M | $19.7M | 2.21% | +24.2K | 2026-06-30 |
| 24 | APGE | APOGEE THERAPEUTICS INC | 138.8K | $18.4M | $18.4M | 2.06% | -374,948 | 2026-06-30 |
| 25 | RYTM | RHYTHM PHARMACEUTICALS INC | 154.0K | $17.1M | $14.9M | 1.67% | -- | 2026-06-30 |
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