First Turn Management, LLC 13F 持仓 · 2026年Q2
First Turn Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 31 只证券，申报市值合计 9.35 亿美元。前几大持仓：RVMD（8.32%）、ABVX（6.98%）、AXSM（5.72%）。本季前 25 大持仓中：新建仓 3 只、增持 13 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | $77.8M | 8.32% | 415,307 | 减持 |
| 2 | ABVX | ABIVAX SA | $65.3M | 6.98% | 489,889 | 增持 |
| 3 | AXSM | AXSOME THERAPEUTICS INC. | $53.5M | 5.72% | 218,415 | 增持 |
| 4 | ELVN | ENLIVEN THERAPEUTICS INC | $48.4M | 5.18% | 954,360 | 增持 |
| 5 | BBIO | BRIDGEBIO PHARMA INC | $47.2M | 5.05% | 633,364 | 减持 |
| 6 | ROIV | ROIVANT SCIENCES LTD | $47.1M | 5.04% | 1.3M | 增持 |
| 7 | UTHR | UNITED THERAPEUTICS CORP DEL | $46.0M | 4.92% | 84,932 | 减持 |
| 8 | CYTK | CYTOKINETICS INC | $44.9M | 4.81% | 527,412 | 增持 |
| 9 | XENE | XENON PHARMACEUTICALS INC | $36.2M | 3.88% | 600,200 | 减持 |
| 10 | CELC | CELCUITY INC | $34.4M | 3.68% | 329,101 | 增持 |
| 11 | VRDN | VIRIDIAN THERAPEUTICS INC | $30.7M | 3.28% | 1.7M | 增持 |
| 12 | INSM | INSMED INC | $28.1M | 3.01% | 263,851 | 增持 |
| 13 | QURE | UNIQURE NV | $28.0M | 3.00% | 608,925 | 减持 |
| 14 | ASND | ASCENDIS PHARMA A/S | $28.0M | 2.99% | 104,877 | 新建仓 |
| 15 | PRAX | PRAXIS PRECISION MEDICINES I | $28.0M | 2.99% | 83,528 | 增持 |
| 16 | DNTH | DIANTHUS THERAPEUTICS INC | $27.9M | 2.98% | 285,771 | 增持 |
| 17 | PCVX | VAXCYTE INC | $25.8M | 2.76% | 443,836 | 新建仓 |
| 18 | MIRM | MIRUM PHARMACEUTICALS INC | $25.5M | 2.73% | 218,051 | 减持 |
| 19 | PVLA | PALVELLA THERAPEUTICS INC NE | $23.9M | 2.56% | 156,450 | 增持 |
| 20 | COGT | COGENT BIOSCIENCES INC | $23.3M | 2.49% | 602,281 | 减持 |
| 21 | ERAS | ERASCA INC | $22.4M | 2.39% | 1.2M | 增持 |
| 22 | ORIC | ORIC PHARMACEUTICALS INC | $21.8M | 2.34% | 2.0M | 持平 |
| 23 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $19.7M | 2.11% | 582,497 | 增持 |
| 24 | APGE | APOGEE THERAPEUTICS INC | $18.4M | 1.97% | 138,822 | 减持 |
| 25 | RYTM | RHYTHM PHARMACEUTICALS INC | $17.1M | 1.83% | 154,018 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR