First Turn Management
Latest statistics and disclosures from First Turn Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001993440
Tip: Access up to 7 years of quarterly data
Positions held by First Turn Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for First Turn Management
First Turn Management holds 31 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Cytokinetics Com New (CYTK) | 9.7 | $67M | 807k | 83.49 |
|
|
| Cymabay Therapeutics | 5.1 | $35M | 1.5M | 23.62 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 4.8 | $33M | 82k | 406.89 |
|
|
| Argenx Se Sponsored Adr (ARGX) | 4.6 | $32M | 83k | 380.43 |
|
|
| Xenon Pharmaceuticals (XENE) | 4.5 | $31M | 680k | 46.06 |
|
|
| Krystal Biotech (KRYS) | 4.3 | $30M | 242k | 124.06 |
|
|
| Legend Biotech Corp Sponsored Ads (LEGN) | 4.1 | $29M | 476k | 60.17 |
|
|
| Karuna Therapeutics Ord | 4.0 | $28M | 87k | 316.51 |
|
|
| Transmedics Group (TMDX) | 3.7 | $26M | 323k | 78.93 |
|
|
| Insulet Corporation (PODD) | 3.6 | $25M | 115k | 216.98 |
|
|
| Day One Biopharmaceuticals I (DAWN) | 3.6 | $25M | 1.7M | 14.60 |
|
|
| Mirum Pharmaceuticals (MIRM) | 3.5 | $25M | 836k | 29.52 |
|
|
| Verona Pharma Sponsored Ads (VRNA) | 3.4 | $24M | 1.2M | 19.88 |
|
|
| Dex (DXCM) | 3.4 | $24M | 193k | 124.09 |
|
|
| Axsome Therapeutics (AXSM) | 3.4 | $24M | 295k | 79.59 |
|
|
| Immunocore Hldgs Ads (IMCR) | 3.4 | $23M | 343k | 68.32 |
|
|
| Vaxcyte (PCVX) | 3.2 | $23M | 358k | 62.80 |
|
|
| Immunovant (IMVT) | 3.1 | $22M | 513k | 42.13 |
|
|
| Biohaven (BHVN) | 2.9 | $20M | 477k | 42.80 |
|
|
| Sarepta Therapeutics (SRPT) | 2.8 | $20M | 204k | 96.43 |
|
|
| Ascendis Pharma A/s Sponsored Adr (ASND) | 2.7 | $19M | 152k | 125.95 |
|
|
| Nuvalent Inc-a (NUVL) | 2.7 | $19M | 256k | 73.59 |
|
|
| Ionis Pharmaceuticals (IONS) | 2.6 | $18M | 357k | 50.59 |
|
|
| Intra Cellular Therapies (ITCI) | 2.2 | $16M | 217k | 71.62 |
|
|
| Roivant Sciences SHS (ROIV) | 2.2 | $15M | 1.4M | 11.23 |
|
|
| Ideaya Biosciences (IDYA) | 2.0 | $14M | 382k | 35.58 |
|
|
| Shockwave Med (SWAV) | 1.6 | $11M | 58k | 190.56 |
|
|
| Disc Medicine (IRON) | 1.3 | $9.1M | 157k | 57.76 |
|
|
| Eyepoint Pharmaceuticals Com New (EYPT) | 1.1 | $7.3M | 317k | 23.11 |
|
|
| Cabaletta Bio (CABA) | 0.6 | $4.0M | 175k | 22.70 |
|
|
| Somalogic *w Exp 08/31/202 | 0.0 | $2.2k | 18k | 0.12 |
|
Past Filings by First Turn Management
SEC 13F filings are viewable for First Turn Management going back to 2023
- First Turn Management 2023 Q4 filed Feb. 8, 2024