FIRST TURN MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FULC | 2.26M | $17.30M |
 | ORIC | 2.02M | $25.56M |
 | ROIV | 1.19M | $32.97M |
 | COGT | 947K | $36.46M |
 | VRDN | 911K | $17.83M |
 | IDYA | 874K | $29.12M |
 | ERAS | 868K | $14.04M |
 | XENE | 787K | $45.75M |
 | OLMA | 769K | $11.46M |
 | BBIO | 696K | $51.66M |
 | ELVN | 624K | $24.45M |
 | QURE | 615K | $10.06M |
 | NAMS | 558K | $17.87M |
 | APGE | 514K | $43.24M |
 | RVMD | 468K | $45.55M |
 | ABVX | 466K | $51.87M |
 | SRRK | 446K | $21.94M |
 | VERA | 422K | $16.98M |
 | MIRM | 400K | $36.99M |
 | NUVL | 370K | $37.94M |
Fulcrum Therapeutics, Inc.
FULC
Shares Held
2.26M
Value
$17.30M
ORIC Pharmaceuticals, Inc.
ORIC
Shares Held
2.02M
Value
$25.56M
Roivant Sciences Ltd.
ROIV
Shares Held
1.19M
Value
$32.97M
Cogent Biosciences, Inc.
COGT
Shares Held
947K
Value
$36.46M
Viridian Therapeutics, Inc.
VRDN
Shares Held
911K
Value
$17.83M
IDEAYA Biosciences, Inc.
IDYA
Shares Held
874K
Value
$29.12M
Erasca, Inc.
ERAS
Shares Held
868K
Value
$14.04M
Xenon Pharmaceuticals Inc.
XENE
Shares Held
787K
Value
$45.75M
Olema Pharmaceuticals, Inc.
OLMA
Shares Held
769K
Value
$11.46M
BridgeBio Pharma, Inc.
BBIO
Shares Held
696K
Value
$51.66M
Enliven Therapeutics, Inc.
ELVN
Shares Held
624K
Value
$24.45M
uniQure N.V.
QURE
Shares Held
615K
Value
$10.06M
NewAmsterdam Pharma Company N.V.
NAMS
Shares Held
558K
Value
$17.87M
Apogee Therapeutics, Inc.
APGE
Shares Held
514K
Value
$43.24M
Revolution Medicines, Inc.
RVMD
Shares Held
468K
Value
$45.55M
Abivax S.A.
ABVX
Shares Held
466K
Value
$51.87M
Scholar Rock Holding Corporation
SRRK
Shares Held
446K
Value
$21.94M
Vera Therapeutics, Inc.
VERA
Shares Held
422K
Value
$16.98M
Mirum Pharmaceuticals, Inc.
MIRM
Shares Held
400K
Value
$36.99M
Nuvalent, Inc.
NUVL
Shares Held
370K
Value
$37.94M