Position in NAMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,740,823
+$1,868,488 QoQ
Shares Held
582,497
+4.3% QoQ
Ownership
0.487%
of shares outstanding
% of Portfolio
2.12%
of 13F equity value
Holder Rank
#36
of 197 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NAMS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026First Turn Management, LLC holds $885,449,089 across 30 Biotechnology names. NAMS ranks #22 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RVMD |
Revolution Medicines, Inc.
|
415,307 | $77,778,694 | |
| 2 | ABVX |
Abivax S.A.
|
489,889 | $65,282,608 | |
| 3 | AXSM |
Axsome Therapeutics, Inc.
|
218,415 | $53,461,439 | |
| 4 | ELVN |
Enliven Therapeutics, Inc.
|
954,360 | $48,433,770 | |
| 5 | BBIO |
BridgeBio Pharma, Inc.
|
633,364 | $47,172,950 | |
| 6 | ROIV |
Roivant Sciences Ltd.
|
1,331,066 | $47,106,425 | |
| 7 | CYTK |
Cytokinetics Inc
|
527,412 | $44,930,228 | |
| 8 | XENE |
Xenon Pharmaceuticals Inc.
|
600,200 | $36,228,072 |
All Filings in NAMS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,740,823 | 582,497 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,872,335 | 558,336 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,343,032 | 893,473 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,390,655 | 716,971 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,437,066 | 521,097 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||