First Turn Management, LLC
DEL MAR CA · SEC CIK 0001993440
$8.95亿2026Q1 申报市值
33持仓数
50.5%前十大占比 · 第一大 6.9%
4 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
UTHR 加仓+$2,439.88万
CELC 新建仓+$2,403.54万
DNTH 新建仓+$1,853.97万
PVLA 新建仓+$1,845.98万
ERAS 新建仓+$1,403.84万
2026Q1 卖出最多 按季末市值估算
TERNS PHARMACEUT 减仓-$2,875.11万
GH 清仓-$2,774.99万
ARGX 清仓-$1,955.71万
RVMD 减仓-$1,653.34万
RCUS 清仓-$1,346.73万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GH | GUARDANT HEALTH INC | $0 | 0.00% | 0 | -271,685 | -100.0% | -$2,774.99万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -23,256 | -100.0% | -$1,955.71万 | 清仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RCUS | ARCUS BIOSCIENCES INC | $0 | 0.00% | 0 | -565,142 | -100.0% | -$1,346.73万 | 清仓 |
| IRON | DISC MEDICINE INC | $0 | 0.00% | 0 | -153,206 | -100.0% | -$1,216.61万 | 清仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $588.21万 | 0.66% | 315,563 | 52,920 | 20.1% | $98.64万 | 加仓 |
| QURE | UNIQURE NV | $1,006.32万 | 1.12% | 615,489 | 293,834 | 91.4% | $480.42万 | 加仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $1,146.08万 | 1.28% | 768,662 | 150,948 | 24.4% | $225.06万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1,367.41万 | 1.53% | 42,441 | 6,692 | 18.7% | $215.61万 | 加仓 |
| ERAS | ERASCA INC | $1,403.84万 | 1.57% | 867,639 | 867,639 | — | $1,403.84万 | 新建仓 |
| NTRA | NATERA INC | $1,621.46万 | 1.81% | 81,077 | 202 | 0.2% | $4.04万 | 加仓 |
| VERA | VERA THERAPEUTICS INC | $1,697.80万 | 1.90% | 422,023 | -179,751 | -29.9% | -$723.14万 | 减仓 |
| — | TERNS PHARMACEUTICALS INC | $1,722.33万 | 1.92% | 326,694 | -545,355 | -62.5% | -$2,875.11万 | 减仓 |
| FULC | FULCRUM THERAPEUTICS INC | $1,730.44万 | 1.93% | 2,256,109 | 363,426 | 19.2% | $278.75万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $1,745.21万 | 1.95% | 76,300 | -55,508 | -42.1% | -$1,269.63万 | 减仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $1,782.58万 | 1.99% | 911,337 | 220,809 | 32.0% | $431.90万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $1,787.23万 | 2.00% | 558,336 | -335,137 | -37.5% | -$1,072.77万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $1,845.98万 | 2.06% | 148,093 | 148,093 | — | $1,845.98万 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $1,853.97万 | 2.07% | 220,921 | 220,921 | — | $1,853.97万 | 新建仓 |
| CYTK | CYTOKINETICS INC | $1,869.87万 | 2.09% | 283,700 | -41,968 | -12.9% | -$276.61万 | 减仓 |
| KYMR | KYMERA THERAPEUTICS INC | $2,121.16万 | 2.37% | 254,672 | 48,227 | 23.4% | $401.68万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $2,194.45万 | 2.45% | 446,390 | -13,337 | -2.9% | -$65.56万 | 减仓 |
| CELC | CELCUITY INC | $2,403.54万 | 2.69% | 210,578 | 210,578 | — | $2,403.54万 | 新建仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $2,445.45万 | 2.73% | 623,839 | -159,572 | -20.4% | -$625.52万 | 重新持有 |
| ORIC | ORIC PHARMACEUTICALS INC | $2,555.90万 | 2.86% | 2,017,284 | 6,977 | 0.3% | $8.84万 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $2,911.63万 | 3.25% | 873,838 | 150,185 | 20.8% | $500.42万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $3,190.62万 | 3.56% | 188,772 | -18,149 | -8.8% | -$306.75万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $3,296.63万 | 3.68% | 1,190,118 | 3,301 | 0.3% | $9.14万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $3,646.31万 | 4.07% | 947,339 | 123,056 | 14.9% | $473.64万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $3,699.49万 | 4.13% | 400,464 | -81,100 | -16.8% | -$749.20万 | 减仓 |
| — | NUVALENT INC | $3,794.17万 | 4.24% | 370,344 | 1,647 | 0.4% | $16.87万 | 加仓 |
| INSM | INSMED INC | $4,063.06万 | 4.54% | 248,475 | -15,818 | -6.0% | -$258.66万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $4,324.40万 | 4.83% | 513,770 | 38,931 | 8.2% | $327.68万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $4,554.96万 | 5.09% | 468,376 | -170,009 | -26.6% | -$1,653.34万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $4,575.50万 | 5.11% | 786,844 | -12,899 | -1.6% | -$75.01万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $5,166.40万 | 5.77% | 695,718 | 100,245 | 16.8% | $744.42万 | 加仓 |
| ABVX | ABIVAX SA | $5,187.45万 | 5.80% | 465,869 | 84,636 | 22.2% | $942.42万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $6,210.04万 | 6.94% | 104,726 | 41,146 | 64.7% | $2,439.88万 | 加仓 |