First Turn Management, LLC: 13F holdings
CIK 19934402026Q2
| Positions | 31 |
|---|
| Reported value | $934.7m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 31 (-2 vs prior quarter) |
|---|
| Reported value | $934.7m (+4.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RVMD REVOLUTION MEDICINES INC | 415,307 | $77.8m | 8.3% |
| ABVX ABIVAX SA | 489,889 | $65.3m | 7.0% |
| AXSM AXSOME THERAPEUTICS INC. | 218,415 | $53.5m | 5.7% |
| ELVN ENLIVEN THERAPEUTICS INC | 954,360 | $48.4m | 5.2% |
| BBIO BRIDGEBIO PHARMA INC | 633,364 | $47.2m | 5.0% |
| ROIVANT SCIENCES LTD | 1,331,066 | $47.1m | 5.0% |
| UTHR UNITED THERAPEUTICS CORP DEL | 84,932 | $46.0m | 4.9% |
| CYTK CYTOKINETICS INC | 527,412 | $44.9m | 4.8% |
| XENE XENON PHARMACEUTICALS INC | 600,200 | $36.2m | 3.9% |
| CELC CELCUITY INC | 329,101 | $34.4m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1993440")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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