13F
← All fund report cards

First Turn Management, LLC

13F equity value
$895M
Positions
33
Top 10 concentration
50.5%
Quarters / total new picks
8 / 54
13F equity value over time
$0M$448M$895M2023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Negative Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it. Buying this fund's new positions the day each filing went public, over 8 quarters, returned +3.6% per quarter versus +4.0% from simply owning every 13F stock — it beat that baseline in only 37.5% of quarters (excess t = -2.64). Copying it would have systematically underperformed the simplest possible strategy.

Avg 2Q excess
-13.3%
t-stat
-2.64
Quarterly win rate
38%
Annualized excess
-6.1%
$1 → follow vs universe
$1.21 vs $1.35
Cumulative return: $1 invested in new picks vs universe
1.00 20240331: universe 1.02220240630: universe 1.11520240930: universe 1.10620241231: universe 1.03220250331: universe 1.12520250630: universe 1.16020250930: universe 1.30520251231: universe 1.350 20240331: follow 0.92320240630: follow 0.96720240930: follow 0.94420241231: follow 0.83320250331: follow 0.92920250630: follow 1.26620250930: follow 1.43920251231: follow 1.212 0.77 1.16 1.55 20242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 33 · 2026 Q1

Ticker Value Weight QoQ
UTHR $62M
6.9%
ADD
ABVX $52M
5.8%
ADD
BBIO $52M
5.8%
ADD
XENE $46M
5.1%
HOLD
RVMD $46M
5.1%
TRIM
APGE $43M
4.8%
ADD
INSM $41M
4.5%
TRIM
NUVL $38M
4.2%
HOLD
MIRM $37M
4.1%
TRIM
COGT $36M
4.1%
ADD
ROIV $33M
3.7%
HOLD
AXSM $32M
3.6%
TRIM
IDYA $29M
3.3%
ADD
ORIC $26M
2.9%
HOLD
ELVN $24M
2.7%
NEW
CELC $24M
2.7%
NEW
SRRK $22M
2.5%
TRIM
KYMR $21M
2.4%
ADD
CYTK $19M
2.1%
TRIM
DNTH $19M
2.1%
NEW

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.