First Turn Management, LLC — 13F holdings

First Turn Management, LLC reported 31 holdings worth $935M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. RVMD REVOLUTION Medicines Inc — $77.8M (8.3%)
2. ABVX ABIVAX SA — $65.3M (7.0%)
3. AXSM AXSOME THERAPEUTICS INC — $53.5M (5.7%)
4. ELVN ENLIVEN THERAPEUTICS INC — $48.4M (5.2%)
5. BBIO BRIDGEBIO PHARMA INC — $47.2M (5.0%)
6. ROIV Roivant Sciences Ltd — $47.1M (5.0%)
7. UTHR UNITED THERAPEUTICS CORP DEL — $46.0M (4.9%)
8. CYTK CYTOKINETICS INC — $44.9M (4.8%)
9. XENE XENON PHARMACEUTICALS INC — $36.2M (3.9%)
10. CELC CELCUITY INC — $34.4M (3.7%)