First Turn Management’s Palvella Therapeutics PVLA Stock Holding History

First Turn Management’s Portfolio PVLA Stock Details PVLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.9M	Buy	156,450 +8,357	+6%	+$1.01M	2.56%	19
2026 Q1	$18.5M	Buy	+148,093	New	+$15.4M	2.06%	21

Other funds holding PVLA

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

First Turn Management's PVLA Position: Q2 2026 in Review

First Turn Management increased its Palvella Therapeutics (PVLA) stake by 5.6% in Q2 2026, buying an estimated $1.01M and bringing the position to 156,450 shares worth $23.9M. The position accounts for 2.56% of the portfolio, ranked #19.

First Turn Management first reported a position in PVLA in Q1 2026 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold PVLA as of Q2 2026.

First Turn Management held 156,450 shares of Palvella Therapeutics worth $23.9M as of Q2 2026.
First Turn Management bought 8,357 Palvella Therapeutics shares in Q2 2026, an estimated $1.01M.
Palvella Therapeutics made up 2.56% of First Turn Management's portfolio in Q2 2026, its #19 holding.
First Turn Management first reported a position in Palvella Therapeutics in Q1 2026 and has held it in 2 quarters since.
197 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2026.

Based on First Turn Management's 13F filing for Q2 2026, filed 14 Aug 2026.