First Turn Management, LLC
CIK 1993440
13F filing for Q2 2026・No. 2,686
- Holdings
- US$934.72M
- Quarter change
- +US$39.62M
- Entries
- 31
- Net bought (estimate)
- −US$106.8M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 8
- Cut 11
- Added 13
- Corporate actions 0
- Unchanged 1
Largest holdings
31 stocks worth US$934.72M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| RVMDREVOLUTION MEDICINES INCCOM | Cut | 415,307 | US$77.78M | 8.32% |
| ABIVAX SASPONSORED ADS | Added | 489,889 | US$65.28M | 6.98% |
| AXSMAXSOME THERAPEUTICS INC.COM | Added | 218,415 | US$53.46M | 5.72% |
| ELVNENLIVEN THERAPEUTICS INCCOM | Added | 954,360 | US$48.43M | 5.18% |
| BBIOBRIDGEBIO PHARMA INCCOM | Cut | 633,364 | US$47.17M | 5.05% |
| ROIVROIVANT SCIENCES LTDSHS | Added | 1,331,066 | US$47.11M | 5.04% |
| UTHRUNITED THERAPEUTICS CORP DELCOM | Cut | 84,932 | US$46.02M | 4.92% |
| CYTOKINETICS INCCOM NEW | Added | 527,412 | US$44.93M | 4.81% |
| XENEXENON PHARMACEUTICALS INCCOM | Cut | 600,200 | US$36.23M | 3.88% |
| CELCUITY INCCOM | Added | 329,101 | US$34.43M | 3.68% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.