First Turn Management, LLC holds a focused book of 31 stocks worth $934.7M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Ascendis Pharma A/s and trimmed Revolution Medicines Inc. Their largest long position is Revolution Medicines Inc at 8% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% 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
Other tracked managers holding the same core names as First Turn Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 42 / 31 | $23.2B |
| FMR LLC | 42 / 31 | $22.3B |
| JPMORGAN CHASE & CO | 42 / 31 | $8.0B |
| MORGAN STANLEY | 42 / 31 | $4.9B |
| GOLDMAN SACHS GROUP INC | 42 / 31 | $3.7B |
| UBS Group AG | 42 / 31 | $3.4B |
| BANK OF AMERICA CORP /DE/ | 42 / 31 | $2.5B |
| BNP PARIBAS FINANCIAL MARKETS | 42 / 31 | $1.1B |
Ranked by the share of each fund's own book sitting in the names it shares with First Turn Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Revolution Medicines Inc COM | $77.8M | 415.3K | 8.3% | ▼−11% Reduced · −53K sh | |
| 2 | Abivax Sa SPONSORED ADS | $65.3M | 489.9K | 7.0% | ▲+5.2% Added · +24K sh | |
| 3 | Axsome Therapeutics Inc. COM | $53.5M | 218.4K | 5.7% | ▲+16% Added · +30K sh | |
| 4 | Enliven Therapeutics Inc COM | $48.4M | 954.4K | 5.2% | ▲+53% Added · +331K sh | |
| 5 | Bridgebio Pharma Inc COM | $47.2M | 633.4K | 5.0% | ▼−9.0% Reduced · −62K sh | |
| 6 | Roivant Sciences Ltd SHS | $47.1M | 1.33M | 5.0% | ▲+12% Added · +141K sh | |
| 7 | United Therapeutics Corp Del COM | $46.0M | 84.9K | 4.9% | ▼−19% Reduced · −20K sh | |
| 8 | Cytokinetics Inc COM NEW | $44.9M | 527.4K | 4.8% | ▲+86% Added · +244K sh | |
| 9 | Xenon Pharmaceuticals Inc COM | $36.2M | 600.2K | 3.9% | ▼−24% Reduced · −187K sh | |
| 10 | Celcuity Inc COM | $34.4M | 329.1K | 3.7% | ▲+56% Added · +119K sh | |
| 11 | Viridian Therapeutics Inc COM | $30.7M | 1.67M | 3.3% | ▲+83% Added · +759K sh | |
| 12 | Insmed Inc COM PAR $.01 | $28.1M | 263.9K | 3.0% | ▲+6.2% Added · +15K sh | |
| 13 | Uniqure NV SHS | $28.0M | 608.9K | 3.0% | ▼−1.1% Reduced · −7K sh | |
| 14 | Ascendis Pharma A/s ORD SHS | $28.0M | 104.9K | 3.0% | ▲New New position | |
| 15 | Praxis Precision Medicines I COM NEW | $28.0M | 83.5K | 3.0% | ▲+97% Added · +41K sh | |
| 16 | Dianthus Therapeutics Inc COM | $27.9M | 285.8K | 3.0% | ▲+29% Added · +65K sh | |
| 17 | Vaxcyte Inc COM | $25.8M | 443.8K | 2.8% | ▲New New position | |
| 18 | Mirum Pharmaceuticals Inc COM | $25.5M | 218.1K | 2.7% | ▼−46% Reduced · −182K sh | |
| 19 | Palvella Therapeutics Inc Ne COM | $23.9M | 156.4K | 2.6% | ▲+5.6% Added · +8K sh | |
| 20 | Cogent Biosciences Inc COM | $23.3M | 602.3K | 2.5% | ▼−36% Reduced · −345K sh | |
| 21 | Erasca Inc COM | $22.4M | 1.22M | 2.4% | ▲+41% Added · +354K sh | |
| 22 | Oric Pharmaceuticals Inc COM | $21.8M | 2.02M | 2.3% | —Held | |
| 23 | Newamsterdam Pharma Company ORDINARY SHARES | $19.7M | 582.5K | 2.1% | ▲+4.3% Added · +24K sh | |
| 24 | Apogee Therapeutics Inc COM | $18.4M | 138.8K | 2.0% | ▼−73% Reduced · −375K sh | |
| 25 | Rhythm Pharmaceuticals Inc COM | $17.1M | 154.0K | 1.8% | ▲New New position | |
| 26 | Inhibrx Biosciences Inc COM | $15.6M | 164.8K | 1.7% | ▲New New position | |
| 27 | Scholar Rock Hldg Corp COM | $14.9M | 271.2K | 1.6% | ▼−39% Reduced · −175K sh | |
| 28 | Oruka Therapeutics Inc COM | $14.8M | 155.3K | 1.6% | ▲New New position | |
| 29 | Kymera Therapeutics Inc COM | $11.8M | 102.5K | 1.3% | ▼−60% Reduced · −152K sh | |
| 30 | Sionna Therapeutics Inc COM | $4.9M | 110.5K | 0.5% | ▲New New position | |
| 31 | Nuvalent Inc COM | $3.2M | 26.3K | 0.3% | ▼−93% Reduced · −344K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1993440/holdings"
Use Arkolith to show First Turn Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.