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FIRST TURN MANAGEMENT, LLC 13F portfolio summary

FIRST TURN MANAGEMENT, LLC of FIRST TURN MANAGEMENT, LLC has 31 current stock holdings with a reported portfolio value of $934.7M. The portfolio 1 year return is +68.86%. Top holdings include RVMD (8.32%), ABVX (6.98%), AXSM (5.72%), ELVN (5.18%), BBIO (5.05%).

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FIRST TURN MANAGEMENT, LLC

FIRST TURN MANAGEMENT, LLC
Latest filing: 2026-06-30

FIRST TURN MANAGEMENT, LLC runs FIRST TURN MANAGEMENT, LLC and currently holds 31 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $934.72M. Their top holdings are RVMD, ABVX, AXSM, ELVN, BBIO. The top five represent 31.3% of reported portfolio weight. FIRST TURN MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, FIRST TURN MANAGEMENT, LLC initiated 3 new positions. They added to 14 existing positions. They trimmed 11 positions. Their current best-performing preview position is QURE with returns of +181.71%.

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Top 5 Holdings
RVMD8.3%
ABVX7.0%
AXSM5.7%
ELVN5.2%
BBIO5.0%
Top 5: 31.3%
Portfolio Returns
1 Year
+68.86%
#0/1000
3 Year
+79.89%
#0/1000
5 Year
+79.89%
#0/1000

Portfolio Value

$934.72M

Alpha Score

71.3

#0 of 1000

Holdings

31

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31 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
RVMD
REVOLUTION MEDICINES INC
8.32%$43.97$209.46+376.37%
Trimmed
-11.33%
ABVX
ABIVAX SA
6.98%$100.96$114.95+13.86%
Added
+5.16%
AXSM
AXSOME THERAPEUTICS INC.
5.72%$129.36$207.77+60.61%
Added
+15.70%
ELVN
ENLIVEN THERAPEUTICS INC
5.18%$43.20$59.82+38.47%
Added
+52.98%
BBIO
BRIDGEBIO PHARMA INC
5.05%$36.74$81.50+121.83%
Trimmed
-8.96%
ROIV
ROIVANT SCIENCES LTD
5.04%$18.43$36.30+96.96%
Added
+11.84%
UTHR
UNITED THERAPEUTICS CORP DEL
4.92%$487.48$513.12+5.26%
Trimmed
-18.90%
CYTK
CYTOKINETICS INC
4.81%$69.93$76.84+9.88%
Added
+85.90%
XENE
XENON PHARMACEUTICALS INC
3.88%$42.06$60.77+44.48%
Trimmed
-23.72%
CELC
CELCUITY INC
3.68%$110.71$93.53-15.52%
Added
+56.28%

Showing 1-10 of 31