Skip to main content
Livermore
Livermore
ZHEN

First Turn Management, LLC

SEC CIK
0001993440
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
31
−2 vs. Q1 2026
Portfolio value
$934.7M
+$39.6M (+4.4%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of First Turn Management, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
RVMDRevolution Medicines, Inc.COM415,307$77.8M8.3%−53,069−11.3%ReducedHistory
ABVXAbivax S.A.SPONSORED ADS489,889$65.3M7.0%+24,020+5.2%AddedHistory
AXSMAxsome Therapeutics, Inc.COM218,415$53.5M5.7%+29,643+15.7%AddedHistory
ELVNEnliven Therapeutics, Inc.COM954,360$48.4M5.2%+330,521+53.0%AddedHistory
BBIOBridgeBio Pharma, Inc.COM633,364$47.2M5.0%−62,354−9.0%ReducedHistory
ROIVRoivant Sciences Ltd.SHS1,331,066$47.1M5.0%+140,948+11.8%AddedHistory
UTHRUnited Therapeutics CorpCOM84,932$46.0M4.9%−19,794−18.9%ReducedHistory
CYTKCytokinetics IncCOM NEW527,412$44.9M4.8%+243,712+85.9%AddedHistory
XENEXenon Pharmaceuticals Inc.COM600,200$36.2M3.9%−186,644−23.7%ReducedHistory
CELCCelcuity Inc.COM329,101$34.4M3.7%+118,523+56.3%AddedHistory
VRDNViridian Therapeutics, Inc.COM1,670,000$30.7M3.3%+758,663+83.2%AddedHistory
INSMINSMED IncCOM PAR $.01263,851$28.1M3.0%+15,376+6.2%AddedHistory
QUREuniQure N.V.SHS608,925$28.0M3.0%−6,564−1.1%ReducedHistory
ASNDAscendis Pharma A/SORD SHS104,877$28.0M3.0%+28,577+37.5%AddedHistory
PRAXPraxis Precision Medicines, Inc.COM NEW83,528$28.0M3.0%+41,087+96.8%AddedHistory
DNTHDianthus Therapeutics, Inc.COM285,771$27.9M3.0%+64,850+29.4%AddedHistory
PCVXVaxcyte, Inc.COM443,836$25.8M2.8%+443,836NewHistory
MIRMMirum Pharmaceuticals, Inc.COM218,051$25.5M2.7%−182,413−45.6%ReducedHistory
PVLAPalvella Therapeutics, Inc.COM156,450$23.9M2.6%+8,357+5.6%AddedHistory
COGTCogent Biosciences, Inc.COM602,281$23.3M2.5%−345,058−36.4%ReducedHistory
ERASErasca, Inc.COM1,221,721$22.4M2.4%+354,082+40.8%AddedHistory
ORICOric Pharmaceuticals, Inc.COM2,017,284$21.8M2.3%00.0%UnchangedHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES582,497$19.7M2.1%+24,161+4.3%AddedHistory
APGEApogee Therapeutics, Inc.COM138,822$18.4M2.0%−374,948−73.0%ReducedHistory
RYTMRhythm Pharmaceuticals, Inc.COM154,018$17.1M1.8%+154,018NewHistory
INBXInhibrx Biosciences, Inc.COM164,783$15.6M1.7%+164,783NewHistory
SRRKScholar Rock Holding CorpCOM271,227$14.9M1.6%−175,163−39.2%ReducedHistory
ORKAOruka Therapeutics, Inc.COM155,343$14.8M1.6%+155,343NewHistory
KYMRKymera Therapeutics, Inc.COM102,533$11.8M1.3%−152,139−59.7%ReducedHistory
SIONSionna Therapeutics, Inc.COM110,493$4.86M0.5%+110,493NewHistory
NUVLNuvalent, Inc.COM26,298$3.25M0.3%−344,046−92.9%ReducedHistory

Sold out since Q1 2026 (7)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of First Turn Management, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
IDYAIDEAYA Biosciences, Inc.COM873,838$29.1M3.3%History
FULCFulcrum Therapeutics, Inc.COM2,256,109$17.3M1.9%History
TERNTerns Pharmaceuticals, Inc.COM326,694$17.2M1.9%History
VERAVera Therapeutics, Inc.CL A422,023$17.0M1.9%History
NTRANatera, Inc.COM81,077$16.2M1.8%History
OLMAOlema Pharmaceuticals, Inc.COM768,662$11.5M1.3%History
MLTXMoonLake ImmunotherapeuticsCLASS A ORD315,563$5.88M0.7%History