First Turn Management, LLC holds a diversified book of 33 stocks worth $895.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Enliven Therapeutics Inc and trimmed Xenon Pharmaceuticals Inc. Their largest long position is United Therapeutics Corp at 7% of the equity book.
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Use Arkolith to show First Turn Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | United Therapeutics Corp Del COM | $62.1M | 104.7K | 6.9% | ▲+65% Added · +41K sh | |
| 2 | Abivax Sa SPONSORED ADS | $51.9M | 465.9K | 5.8% | ▲+22% Added · +85K sh | |
| 3 | Bridgebio Pharma Inc COM | $51.7M | 695.7K | 5.8% | ▲+17% Added · +100K sh | |
| 4 | Xenon Pharmaceuticals Inc COM | $45.8M | 786.8K | 5.1% | ▼−1.6% Reduced · −13K sh | |
| 5 | Revolution Medicines Inc COM | $45.5M | 468.4K | 5.1% | ▼−27% Reduced · −170K sh | |
| 6 | Apogee Therapeutics Inc COM | $43.2M | 513.8K | 4.8% | ▲+8.2% Added · +39K sh | |
| 7 | Insmed Inc COM PAR $.01 | $40.6M | 248.5K | 4.5% | ▼−6.0% Reduced · −16K sh | |
| 8 | Nuvalent Inc COM | $37.9M | 370.3K | 4.2% | ▲+0.4% Added · +2K sh | |
| 9 | Mirum Pharmaceuticals Inc COM | $37.0M | 400.5K | 4.1% | ▼−17% Reduced · −81K sh | |
| 10 | Cogent Biosciences Inc COM | $36.5M | 947.3K | 4.1% | ▲+15% Added · +123K sh | |
| 11 | Roivant Sciences Ltd SHS | $33.0M | 1.19M | 3.7% | ▲+0.3% Added · +3K sh | |
| 12 | Axsome Therapeutics Inc. COM | $31.9M | 188.8K | 3.6% | ▼−8.8% Reduced · −18K sh | |
| 13 | Ideaya Biosciences Inc COM | $29.1M | 873.8K | 3.3% | ▲+21% Added · +150K sh | |
| 14 | Oric Pharmaceuticals Inc COM | $25.6M | 2.02M | 2.9% | ▲+0.3% Added · +7K sh | |
| 15 | Enliven Therapeutics Inc COM | $24.5M | 623.8K | 2.7% | ▲New New position | |
| 16 | Celcuity Inc COM | $24.0M | 210.6K | 2.7% | ▲New New position | |
| 17 | Scholar Rock Hldg Corp COM | $21.9M | 446.4K | 2.5% | ▼−2.9% Reduced · −13K sh | |
| 18 | Kymera Therapeutics Inc COM | $21.2M | 254.7K | 2.4% | ▲+23% Added · +48K sh | |
| 19 | Cytokinetics Inc COM NEW | $18.7M | 283.7K | 2.1% | ▼−13% Reduced · −42K sh | |
| 20 | Dianthus Therapeutics Inc COM | $18.5M | 220.9K | 2.1% | ▲New New position | |
| 21 | Palvella Therapeutics Inc Ne COM | $18.5M | 148.1K | 2.1% | ▲New New position | |
| 22 | Newamsterdam Pharma Company ORDINARY SHARES | $17.9M | 558.3K | 2.0% | ▼−38% Reduced · −335K sh | |
| 23 | Viridian Therapeutics Inc COM | $17.8M | 911.3K | 2.0% | ▲+32% Added · +221K sh | |
| 24 | Ascendis Pharma A/s SPONSORED ADR | $17.5M | 76.3K | 1.9% | ▼−42% Reduced · −56K sh | |
| 25 | Fulcrum Therapeutics Inc COM | $17.3M | 2.26M | 1.9% | ▲+19% Added · +363K sh | |
| 26 | Terns Pharmaceuticals Inc COM | $17.2M | 326.7K | 1.9% | ▼−63% Reduced · −545K sh | |
| 27 | Vera Therapeutics Inc CL A | $17.0M | 422.0K | 1.9% | ▼−30% Reduced · −180K sh | |
| 28 | Natera Inc COM | $16.2M | 81.1K | 1.8% | ▲+0.2% Added · +202 sh | |
| 29 | Erasca Inc COM | $14.0M | 867.6K | 1.6% | ▲New New position | |
| 30 | Praxis Precision Medicines I COM NEW | $13.7M | 42.4K | 1.5% | ▲+19% Added · +7K sh | |
| 31 | Olema Pharmaceuticals Inc COM | $11.5M | 768.7K | 1.3% | ▲+24% Added · +151K sh | |
| 32 | Uniqure NV SHS | $10.1M | 615.5K | 1.1% | ▲+91% Added · +294K sh | |
| 33 | Moonlake Immunotherapeutics CLASS A ORD | $5.9M | 315.6K | 0.7% | ▲+20% Added · +53K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.