Long-term investor
First Turn Management, LLC @firstturnmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001993440).
Record
- Tracked since 2025-12-31 (257 days), 63 trades recorded
- Returns: week n/a · month n/a · 90 days +12.1% · 6 months n/a · 1 year n/a · all +15.9%
- Max drawdown n/a · win rate 23% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- RVMD · 8.3% · long · since 2025-12-31
- ABVX · 7.0% · long · since 2025-12-31
- AXSM · 5.7% · long · since 2025-12-31
- ELVN · 5.2% · long · since 2026-03-31
- BBIO · 5.0% · long · since 2025-12-31
- ROIV · 5.0% · long · since 2025-12-31
- UTHR · 4.9% · long · since 2025-12-31
- CYTK · 4.8% · long · since 2025-12-31
- XENE · 3.9% · long · since 2025-12-31
- CELC · 3.7% · long · since 2026-03-31
- VRDN · 3.3% · long · since 2025-12-31
- INSM · 3.0% · long · since 2025-12-31