Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Revolution Medicines Inc.COM | COM | $77.8M | 8.3% |
| Abivax SASPONSORED ADS | SPONSORED ADS | $65.3M | 7.0% |
| Axsome Therapeutics Inc..COM | COM | $53.5M | 5.7% |
| Enliven Therapeutics Inc.COM | COM | $48.4M | 5.2% |
| Bridgebio Pharma Inc.COM | COM | $47.2M | 5.0% |
| Roivant Sciences LtdSHS | SHS | $47.1M | 5.0% |
| United Therapeutics Corp. DelCOM | COM | $46M | 4.9% |
| Cytokinetics Inc.COM NEW | COM NEW | $44.9M | 4.8% |
| Xenon Pharmaceuticals Inc.COM | COM | $36.2M | 3.9% |
| Celcuity Inc.COM | COM | $34.4M | 3.7% |
| Viridian Therapeutics Inc.COM | COM | $30.7M | 3.3% |
| Insmed Inc.COM PAR $.01 | COM PAR $.01 | $28.1M | 3.0% |
| Uniqure NVSHS | SHS | $28M | 3.0% |
| Ascendis Pharma A/sORD SHS | ORD SHS | $28M | 3.0% |
| Praxis Precision Medicines ICOM NEW | COM NEW | $28M | 3.0% |
| Dianthus Therapeutics Inc.COM | COM | $27.9M | 3.0% |
| Vaxcyte Inc.COM | COM | $25.8M | 2.8% |
| Mirum Pharmaceuticals Inc.COM | COM | $25.5M | 2.7% |
| Palvella Therapeutics Inc. NECOM | COM | $23.9M | 2.6% |
| Cogent Biosciences Inc.COM | COM | $23.3M | 2.5% |
| Erasca Inc.COM | COM | $22.4M | 2.4% |
| Oric Pharmaceuticals Inc.COM | COM | $21.8M | 2.3% |
| Newamsterdam Pharma CompanyORDINARY SHARES | ORDINARY SHARES | $19.7M | 2.1% |
| Apogee Therapeutics Inc.COM | COM | $18.4M | 2.0% |
| Rhythm Pharmaceuticals Inc.COM | COM | $17.1M | 1.8% |
| Inhibrx Biosciences Inc.COM | COM | $15.6M | 1.7% |
| Scholar Rock Hldg Corp.COM | COM | $14.9M | 1.6% |
| Oruka Therapeutics Inc.COM | COM | $14.8M | 1.6% |
| Kymera Therapeutics Inc.COM | COM | $11.8M | 1.3% |
| Sionna Therapeutics Inc.COM | COM | $4.86M | 0.5% |
| Nuvalent Inc.COM | COM | $3.25M | 0.3% |
- Class
- COM
- Share
- 8.3%
- Class
- SPONSORED ADS
- Share
- 7.0%
- Class
- COM
- Share
- 5.7%
- Class
- COM
- Share
- 5.2%
- Class
- COM
- Share
- 5.0%
- Class
- SHS
- Share
- 5.0%
- Class
- COM
- Share
- 4.9%
- Class
- COM NEW
- Share
- 4.8%
- Class
- COM
- Share
- 3.9%
- Class
- COM
- Share
- 3.7%
- Class
- COM
- Share
- 3.3%
- Class
- COM PAR $.01
- Share
- 3.0%
- Class
- SHS
- Share
- 3.0%
- Class
- ORD SHS
- Share
- 3.0%
- Class
- COM NEW
- Share
- 3.0%
- Class
- COM
- Share
- 3.0%
- Class
- COM
- Share
- 2.8%
- Class
- COM
- Share
- 2.7%
- Class
- COM
- Share
- 2.6%
- Class
- COM
- Share
- 2.5%
- Class
- COM
- Share
- 2.4%
- Class
- COM
- Share
- 2.3%
- Class
- ORDINARY SHARES
- Share
- 2.1%
- Class
- COM
- Share
- 2.0%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.7%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.3%
The share class is shown on a wider screen.
The 31 largest of 31 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1993440
- File number
- 028-23631
- Options
- 0 call, 0 put
- In the 25 largest
- 93.0%
- Prior quarter
- $895M at 31 March 2026
- Positions opened
- 6
- Positions closed
- 8
Common questions
What are First Turn Management’s 13F holdings worth?
$935 million across 31 positions for the quarter ended 30 June 2026.
What is First Turn Management’s largest 13F holding?
REVOLUTION MEDICINES INC (COM) was the largest position at $77.8 million, or 8.3% of reported 13F value, as of 30 June 2026.
How concentrated is First Turn Management’s 13F portfolio?
The ten largest positions accounted for 53.6% of reported value and the twenty-five largest for 93.0%, across 31 positions as of 30 June 2026.
Does Form 13F show everything First Turn Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does First Turn Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.