StockDriftsStockDriftsTop 30 First Turn Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | 8.32% | 415.3K | $77.8M | -11.33%(-53.07K) | $38.78(+425.26%) | 2026-06-30 | |
| ABVX | ABIVAX SA | 6.98% | 489.9K | $65.3M | +5.16%(+24.02K) | $74.64(+59.37%) | 2026-06-30 | |
| AXSM | AXSOME THERAPEUTICS INC. | 5.72% | 218.4K | $53.5M | +15.70%(+29.64K) | $115.30(+85.32%) | 2026-06-30 | |
| ELVN | ENLIVEN THERAPEUTICS INC | 5.18% | 954.4K | $48.4M | +52.98%(+330.52K) | $28.85(+103.90%) | 2026-06-30 | |
| BBIO | BRIDGEBIO PHARMA INC | 5.05% | 633.4K | $47.2M | -8.96%(-62.35K) | $35.58(+124.45%) | 2026-06-30 | |
| ROIV | ROIVANT SCIENCES LTD | 5.04% | 1.33M | $47.1M | +11.84%(+140.95K) | $15.99(+126.35%) | 2026-06-30 | |
| UTHR | UNITED THERAPEUTICS CORP DEL | 4.92% | 84.9K | $46.0M | -18.90%(-19.79K) | $426.69(+17.12%) | 2026-06-30 | |
| CYTK | CYTOKINETICS INC | 4.81% | 527.4K | $44.9M | +85.90%(+243.71K) | $64.28(+15.32%) | 2026-06-30 | |
| XENE | XENON PHARMACEUTICALS INC | 3.88% | 600.2K | $36.2M | -23.72%(-186.64K) | $38.99(+59.92%) | 2026-06-30 | |
| CELC | CELCUITY INC | 3.68% | 329.1K | $34.4M | +56.28%(+118.52K) | $106.76(-13.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +56.32% |
| Top 20 Holdings Unweighted | — | — | — | — | +51.13% |
First Turn Management LLC reports $934.72M in US-listed equity holdings across 31 positions in its most recent 13F filing. Its largest disclosed positions are RVMD (8.3%), ABVX (7.0%) and AXSM (5.7%). The top 20 holdings account for 81.77% of reported assets. Its disclosed equity book has returned +56.32% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First Turn Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1993440). View First Turn Management LLC’s 13F filings on SEC