Institutional Fund
First Turn Management, LLC
Del Mar, CACIK 19934405 filings on record
Portfolio Value
$895.10M
Q1 2026
Holdings
33
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+2.3%
from $875.20M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- United Therapeutics Corp Del6.9%
- Abivax SA5.8%
- Bridgebio Pharma Inc5.8%
- Xenon Pharmaceuticals Inc5.1%
- Revolution Medicines Inc5.1%
- Apogee Therapeutics Inc4.8%
- Other66.5%
Portfolio Holdings
33 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | United Therapeutics Corp Del | 104.7K | $62.10M | 6.9% | +41.1K | Added |
| 2 | Abivax SA | 465.9K | $51.87M | 5.8% | +84.6K | Added |
| 3 | Bridgebio Pharma Inc | 695.7K | $51.66M | 5.8% | +100.2K | Added |
| 4 | Xenon Pharmaceuticals Inc | 786.8K | $45.75M | 5.1% | −12.9K | Reduced |
| 5 | Revolution Medicines Inc | 468.4K | $45.55M | 5.1% | −170.0K | Reduced |
| 6 | Apogee Therapeutics Inc | 513.8K | $43.24M | 4.8% | +38.9K | Added |
| 7 | Insmed Inc | 248.5K | $40.63M | 4.5% | −15.8K | Reduced |
| 8 | Nuvalent Inc | 370.3K | $37.94M | 4.2% | +1.6K | Added |
| 9 | Mirum Pharmaceuticals Inc | 400.5K | $36.99M | 4.1% | −81.1K | Reduced |
| 10 | Cogent Biosciences Inc | 947.3K | $36.46M | 4.1% | +123.1K | Added |
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