13FBOX
First Turn Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

First Turn Management, LLC

No.2900 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$9.35亿
环比变动 Q1 2026
+$3,961.7万+4.4%
持仓股票数
31
新买入
5
加仓
14
减仓
11
清仓
7
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
RREVOLUTION MEDICINES COMRVMD
8.32%5.09%$7,777.9万41.5万股$4,555.0万46.8万股-5.3万股-11.33%减仓
ABIVAXABVX
6.98%5.8%$6,528.3万49.0万股$5,187.5万46.6万股+2.4万股+5.16%加仓
AXSOME THERAPEUTICSAXSM
5.72%3.56%$5,346.1万21.8万股$3,190.6万18.9万股+3.0万股+15.70%加仓
EENLIVEN THERAPEUTICSELVN
5.18%2.73%$4,843.4万95.4万股$2,445.4万62.4万股+33.1万股+52.98%加仓
BridgeBioBBIO
5.05%5.77%$4,717.3万63.3万股$5,166.4万69.6万股-6.2万股-8.96%减仓
ROIVANT SCIENCESROIV
5.04%3.68%$4,710.6万133.1万股$3,296.6万119.0万股+14.1万股+11.84%加仓
United TherapeuticsUTHR
4.92%6.94%$4,601.9万8.5万股$6,210.0万10.5万股-2.0万股-18.90%减仓
CYTOKINETICSCYTK
4.81%2.09%$4,493.0万52.7万股$1,869.9万28.4万股+24.4万股+85.90%加仓
XENON PHARMACEUTICALSXENE
3.88%5.11%$3,622.8万60.0万股$4,575.5万78.7万股-18.7万股-23.72%减仓
CELCUITYCELC
3.68%2.69%$3,443.1万32.9万股$2,403.5万21.1万股+11.9万股+56.28%加仓
VVIRIDIAN THERAPEUTICSVRDN
3.28%1.99%$3,067.8万167.0万股$1,782.6万91.1万股+75.9万股+83.25%加仓
InsmedINSM
3.01%4.54%$2,813.2万26.4万股$4,063.1万24.8万股+1.5万股+6.19%加仓
UNIQUREQURE
3%1.12%$2,804.7万60.9万股$1,006.3万61.5万股-6,564股-1.07%减仓
AASCENDIS PHARMA A/S SPONSORED ADRASND
2.99%1.95%$2,797.3万10.5万股$1,745.2万7.6万股+2.9万股+37.45%加仓
PRAXIS PRECISION MEDICINES IPRAX
2.99%1.53%$2,796.4万8.4万股$1,367.4万4.2万股+4.1万股+96.81%加仓
DDIANTHUS THERAPEUTICSDNTH
2.98%2.07%$2,785.7万28.6万股$1,854.0万22.1万股+6.5万股+29.35%加仓
VAXCYTEPCVX
2.76%$2,580.0万44.4万股$00股+44.4万股新买入
MMIRUM PHARMACEUTICALSMIRM
2.73%4.13%$2,552.7万21.8万股$3,699.5万40.0万股-18.2万股-45.55%减仓
PALVELLA THERAPEUTICS NEPVLA
2.56%2.06%$2,390.9万15.6万股$1,846.0万14.8万股+8,357股+5.64%加仓
COGENT BIOSCIENCESCOGT
2.49%4.07%$2,330.8万60.2万股$3,646.3万94.7万股-34.5万股-36.42%减仓
EERASCAERAS
2.39%1.57%$2,238.2万122.2万股$1,403.8万86.8万股+35.4万股+40.81%加仓
OORIC PHARMACEUTICALSORIC
2.34%2.86%$2,184.7万201.7万股$2,555.9万201.7万股00.00%持仓不变
NNEWAMSTERDAM PHARMANAMS
2.11%2%$1,974.1万58.2万股$1,787.2万55.8万股+2.4万股+4.33%加仓
APOGEE THERAPEUTICSAPGE
1.97%4.83%$1,842.6万13.9万股$4,324.4万51.4万股-37.5万股-72.98%减仓
RHYTHM PHARMACEUTICALSRYTM
1.83%$1,710.1万15.4万股$00股+15.4万股新买入
INHIBRX BIOSCIENCESINBX
1.67%$1,561.3万16.5万股$00股+16.5万股新买入
SCHOLAR ROCKSRRK
1.6%2.45%$1,491.7万27.1万股$2,194.5万44.6万股-17.5万股-39.24%减仓
OORUKA THERAPEUTICS INC COMORKA
1.58%$1,478.4万15.5万股$00股+15.5万股新买入
KYMERA THERAPEUTICSKYMR
1.26%2.37%$1,175.7万10.3万股$2,121.2万25.5万股-15.2万股-59.74%减仓
SSIONNA THERAPEUTICSSION
0.52%$486.1万11.0万股$00股+11.0万股新买入
NNUVALENTNUVL
0.35%4.24%$324.8万2.6万股$3,794.2万37.0万股-34.4万股-92.90%减仓

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