13F-HR filed by First Turn Management, LLC
First Turn Management, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 31 holding rows worth $934,715,611.
- Accession
- 0001993440-26-000004
- Filer
- CIK 1993440
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 31 entries on the cover page, a total value of $934,715,611 stated on the cover page (in dollars after the unit check, H1), rows summing to $934,715,611 with VALUE read as dollars as filed, 13F file number 028-23631. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 415,307 | $77,778,695 | dollars as filed | |
| ABIVAX SA- | 00370M103 | SPONSORED ADS | 489,889 | $65,282,608 | dollars as filed | |
| AXSOME THERAPEUTICS INC. COM | 05464T104 | Stock | 218,415 | $53,461,440 | dollars as filed | |
| ENLIVEN THERAPEUTICS INC COM | 29337E102 | Stock | 954,360 | $48,433,770 | dollars as filed | |
| BRIDGEBIO PHARMA INC | 10806X102 | COM | 633,364 | $47,172,951 | dollars as filed | |
| ROIVANT SCIENCES LTD | G76279101 | SHS | 1,331,066 | $47,106,426 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 84,932 | $46,018,706 | dollars as filed | |
| CYTOKINETICS INC | 23282W605 | COM NEW | 527,412 | $44,930,228 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 600,200 | $36,228,072 | dollars as filed | |
| CELCUITY INC | 15102K100 | COM | 329,101 | $34,430,547 | dollars as filed | |
| VIRIDIAN THERAPEUTICS INC | 92790C104 | COM | 1,670,000 | $30,677,900 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 263,851 | $28,131,794 | dollars as filed | |
| UNIQURE NV | N90064101 | SHS | 608,925 | $28,047,086 | dollars as filed | |
| ASCENDIS PHARMA A/S | K08588103 | ORD SHS *A* | 104,877 | $27,972,793 | dollars as filed | |
| PRAXIS PRECISION MEDICINES I | 74006W207 | COM NEW | 83,528 | $27,964,339 | dollars as filed | |
| DIANTHUS THERAPEUTICS INC | 252828108 | COM | 285,771 | $27,856,957 | dollars as filed | |
| VAXCYTE INC COM | 92243G108 | Stock | 443,836 | $25,800,187 | dollars as filed | |
| MIRUM PHARMACEUTICALS INC | 604749101 | COM | 218,051 | $25,527,231 | dollars as filed | |
| PALVELLA THERAPEUTICS INC | 697947109 | COMMON STOCK | 156,450 | $23,908,689 | dollars as filed | |
| COGENT BIOSCIENCES INC | 19240Q201 | COM | 602,281 | $23,308,275 | dollars as filed | |
| ERASCA INC COM | 29479A108 | Stock | 1,221,721 | $22,381,929 | dollars as filed | |
| ORIC PHARMACEUTICALS INC | 68622P109 | COM | 2,017,284 | $21,847,186 | dollars as filed | |
| NEWAMSTERDAM PHARMA CO NV | N62509109 | COMMON STOCK | 582,497 | $19,740,823 | dollars as filed | |
| APOGEE THERAPEUTICS INC COM | 03770N101 | Stock | 138,822 | $18,425,844 | dollars as filed | |
| RHYTHM PHARMACEUTICALS INC | 76243J105 | COM | 154,018 | $17,100,619 | dollars as filed | |
| INHIBRX BIOSCIENCES INC | 45720N103 | COM | 164,783 | $15,613,189 | dollars as filed | |
| SCHOLAR ROCK HLDG CORP | 80706P103 | COM | 271,227 | $14,917,485 | dollars as filed | |
| ORUKA THERAPEUTICS INC COM | 687604108 | Stock | 155,343 | $14,783,993 | dollars as filed | |
| KYMERA THERAPEUTICS INC | 501575104 | COM | 102,533 | $11,757,459 | dollars as filed | |
| SIONNA THERAPEUTICS INC | 829401108 | COMMON STOCK | 110,493 | $4,860,587 | dollars as filed | |
| NUVALENT INC COM | 670703107 | Stock | 26,298 | $3,247,803 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001993440-26-000004 | this filing | 2026-08-14 | acceptance time not in the bulk data set |