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First Turn Management, LLC - Portfolio Stock Holdings

First Turn Management, LLC disclosed 37 stock positions in a recent SEC 13F filing. $934,715,608 of stock holdings were filed, with the largest holdings including RVMD, ABVX, and AXSM. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $900,123,029 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from sovereign wealth funds.

Report Period:

June 30, 2026

No. of Stocks:

37

Est. Stock Holding Value:

$934,715,608

Top Stock Holdings By Sector

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Portfolio Stock Holdings - First Turn Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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