First Turn Management, LLC
DEL MAR CA · SEC CIK 0001993440
$9.35亿2026Q2 申报市值
31持仓数
53.6%前十大占比 · 第一大 8.3%
5 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ASND 新建仓+$2,797.28万
PCVX 新建仓+$2,580.02万
CYTK 加仓+$2,076.18万
ELVN 加仓+$1,677.39万
INBX 新建仓+$1,561.32万
2026Q2 卖出最多 按季末市值估算
APOGEE THERAPEUT 减仓-$4,976.68万
NUVALENT INC 减仓-$4,248.97万
IDYA 清仓-$2,911.63万
MIRM 减仓-$2,135.51万
ASND 清仓-$1,745.21万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | $7,777.87万 | 8.32% | 415,307 | -53,069 | -11.3% | -$993.88万 | 减仓 |
| ABVX | ABIVAX SA | $6,528.26万 | 6.98% | 489,889 | 24,020 | 5.2% | $320.09万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $5,346.14万 | 5.72% | 218,415 | 29,643 | 15.7% | $725.57万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $4,843.38万 | 5.18% | 954,360 | 330,521 | 53.0% | $1,677.39万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $4,717.30万 | 5.05% | 633,364 | -62,354 | -9.0% | -$464.41万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $4,710.64万 | 5.04% | 1,331,066 | 140,948 | 11.8% | $498.81万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $4,601.87万 | 4.92% | 84,932 | -19,794 | -18.9% | -$1,072.50万 | 减仓 |
| CYTK | CYTOKINETICS INC | $4,493.02万 | 4.81% | 527,412 | 243,712 | 85.9% | $2,076.18万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $3,622.81万 | 3.88% | 600,200 | -186,644 | -23.7% | -$1,126.58万 | 减仓 |
| CELC | CELCUITY INC | $3,443.05万 | 3.68% | 329,101 | 118,523 | 56.3% | $1,239.99万 | 加仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $3,067.79万 | 3.28% | 1,670,000 | 758,663 | 83.2% | $1,393.66万 | 加仓 |
| INSM | INSMED INC | $2,813.18万 | 3.01% | 263,851 | 15,376 | 6.2% | $163.94万 | 加仓 |
| QURE | UNIQURE NV | $2,804.71万 | 3.00% | 608,925 | -6,564 | -1.1% | -$30.23万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $2,797.28万 | 2.99% | 104,877 | 104,877 | — | $2,797.28万 | 新建仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $2,796.43万 | 2.99% | 83,528 | 41,087 | 96.8% | $1,375.55万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $2,785.70万 | 2.98% | 285,771 | 64,850 | 29.4% | $632.16万 | 加仓 |
| PCVX | VAXCYTE INC | $2,580.02万 | 2.76% | 443,836 | 443,836 | — | $2,580.02万 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $2,552.72万 | 2.73% | 218,051 | -182,413 | -45.6% | -$2,135.51万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $2,390.87万 | 2.56% | 156,450 | 8,357 | 5.6% | $127.71万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $2,330.83万 | 2.49% | 602,281 | -345,058 | -36.4% | -$1,335.37万 | 减仓 |
| ERAS | ERASCA INC | $2,238.19万 | 2.39% | 1,221,721 | 354,082 | 40.8% | $648.68万 | 加仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $2,184.72万 | 2.34% | 2,017,284 | 0 | 0.0% | — | 不变 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $1,974.08万 | 2.11% | 582,497 | 24,161 | 4.3% | $81.88万 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $1,842.58万 | 1.97% | 138,822 | -374,948 | -73.0% | -$4,976.68万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $1,710.06万 | 1.83% | 154,018 | 7,715 | 5.3% | $85.66万 | 重新持有 |
| INBX | INHIBRX BIOSCIENCES INC | $1,561.32万 | 1.67% | 164,783 | 164,783 | — | $1,561.32万 | 新建仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $1,491.75万 | 1.60% | 271,227 | -175,163 | -39.2% | -$963.40万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $1,478.40万 | 1.58% | 155,343 | 155,343 | — | $1,478.40万 | 新建仓 |
| KYMR | KYMERA THERAPEUTICS INC | $1,175.75万 | 1.26% | 102,533 | -152,139 | -59.7% | -$1,744.58万 | 减仓 |
| SION | SIONNA THERAPEUTICS INC | $486.06万 | 0.52% | 110,493 | 110,493 | — | $486.06万 | 新建仓 |
| — | NUVALENT INC | $324.78万 | 0.35% | 26,298 | -344,046 | -92.9% | -$4,248.97万 | 减仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $0 | 0.00% | 0 | -873,838 | -100.0% | -$2,911.63万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -76,300 | -100.0% | -$1,745.21万 | 清仓 |
| FULC | FULCRUM THERAPEUTICS INC | $0 | 0.00% | 0 | -2,256,109 | -100.0% | -$1,730.44万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -326,694 | -100.0% | -$1,722.33万 | 清仓 |
| VERA | VERA THERAPEUTICS INC | $0 | 0.00% | 0 | -422,023 | -100.0% | -$1,697.80万 | 清仓 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | -81,077 | -100.0% | -$1,621.46万 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -768,662 | -100.0% | -$1,146.08万 | 清仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $0 | 0.00% | 0 | -315,563 | -100.0% | -$588.21万 | 清仓 |