FIRST TURN MANAGEMENT, LLC
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%.
31 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter 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