First Turn Management
Latest statistics and disclosures from First Turn Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NUVL, ARGX, INSM, MIRM, PCVX, and represent 22.44% of First Turn Management's stock portfolio.
- Added to shares of these 10 stocks: INSM (+$26M), SNDX (+$23M), NTRA (+$20M), CRNX (+$18M), ACLX (+$18M), BPMC (+$17M), ESTA (+$15M), MRUS (+$15M), ISRG (+$15M), HROW (+$15M).
- Started 19 new stock positions in ELVN, HROW, BBIO, Bicara Therapeutics, ADMA, RLAY, BPMC, GKOS, ACLX, RGEN. SNDX, CRNX, INSM, SPRY, NTRA, ESTA, ISRG, MRUS, GERN.
- Reduced shares in these 10 stocks: Shockwave Med (-$32M), TMDX (-$29M), SRPT (-$29M), DXCM (-$27M), IMCR (-$26M), APGE (-$25M), IONS (-$18M), SYRE (-$18M), IDYA (-$18M), IMVT (-$17M).
- Sold out of its positions in SYRE, ATEC, APGE, DXCM, IRON, EYPT, IDYA, IMCR, IMVT, IONS. LEGN, SRPT, Shockwave Med, TYRA, VKTX.
- First Turn Management was a net seller of stock by $-104M.
- First Turn Management has $632M in assets under management (AUM), dropping by -5.51%.
- 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 38 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Nuvalent Inc-a (NUVL) | 5.8 | $37M | +35% | 359k | 102.30 |
|
| Argenx Se Sponsored Adr (ARGX) | 4.7 | $30M | -31% | 54k | 542.08 |
|
| Insmed Com Par $.01 (INSM) | 4.1 | $26M | NEW | 357k | 73.00 |
|
| Mirum Pharmaceuticals (MIRM) | 4.0 | $25M | -32% | 648k | 39.00 |
|
| Vaxcyte (PCVX) | 3.8 | $24M | -18% | 212k | 114.27 |
|
| Axsome Therapeutics (AXSM) | 3.6 | $23M | -25% | 255k | 89.87 |
|
| Syndax Pharmaceuticals (SNDX) | 3.6 | $23M | NEW | 1.2M | 19.25 |
|
| Ascendis Pharma A/s Sponsored Adr (ASND) | 3.6 | $23M | 151k | 149.31 |
|
|
| Natera (NTRA) | 3.1 | $20M | NEW | 156k | 126.95 |
|
| Intra Cellular Therapies (ITCI) | 3.0 | $19M | +23% | 255k | 73.17 |
|
| Crinetics Pharmaceuticals In (CRNX) | 2.9 | $18M | NEW | 353k | 51.10 |
|
| Transmedics Group (TMDX) | 2.8 | $18M | -61% | 114k | 157.00 |
|
| Arcellx Common Stock (ACLX) | 2.8 | $18M | NEW | 214k | 83.51 |
|
| Blueprint Medicines (BPMC) | 2.6 | $17M | NEW | 179k | 92.50 |
|
| Verona Pharma Sponsored Ads (VRNA) | 2.6 | $17M | -41% | 573k | 28.77 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.6 | $16M | -40% | 35k | 465.08 |
|
| Biohaven (BHVN) | 2.5 | $16M | -26% | 316k | 49.97 |
|
| Establishment Labs Holdings Ord (ESTA) | 2.4 | $15M | NEW | 357k | 43.27 |
|
| Merus N V (MRUS) | 2.4 | $15M | NEW | 308k | 49.96 |
|
| Oric Pharmaceuticals (ORIC) | 2.4 | $15M | +32% | 1.5M | 10.25 |
|
| Intuitive Surgical Com New (ISRG) | 2.4 | $15M | NEW | 30k | 491.27 |
|
| Harrow Health (HROW) | 2.3 | $15M | NEW | 327k | 44.96 |
|
| Vera Therapeutics Cl A (VERA) | 2.3 | $14M | +176% | 327k | 44.20 |
|
| Bicara Therapeutics | 2.3 | $14M | NEW | 562k | 25.47 |
|
| Geron Corporation (GERN) | 2.2 | $14M | NEW | 3.1M | 4.54 |
|
| Enliven Therapeutics (ELVN) | 2.2 | $14M | NEW | 535k | 25.54 |
|
| Adma Biologics (ADMA) | 2.1 | $13M | NEW | 665k | 19.99 |
|
| Day One Biopharmaceuticals I (DAWN) | 2.1 | $13M | -28% | 948k | 13.93 |
|
| Repligen Corporation (RGEN) | 2.1 | $13M | NEW | 89k | 148.82 |
|
| Xenon Pharmaceuticals (XENE) | 2.0 | $13M | -52% | 325k | 39.37 |
|
| Glaukos (GKOS) | 2.0 | $13M | NEW | 96k | 130.28 |
|
| Krystal Biotech (KRYS) | 2.0 | $12M | -48% | 68k | 182.03 |
|
| Cytokinetics Com New (CYTK) | 1.9 | $12M | -48% | 223k | 52.80 |
|
| Rocket Pharmaceuticals (RCKT) | 1.8 | $12M | +147% | 621k | 18.47 |
|
| Bridgebio Pharma (BBIO) | 1.6 | $10M | NEW | 400k | 25.46 |
|
| Relay Therapeutics (RLAY) | 1.4 | $8.7M | NEW | 1.2M | 7.08 |
|
| Silverback Therapeutics (SPRY) | 1.4 | $8.6M | NEW | 593k | 14.50 |
|
| Kalvista Pharmaceuticals (KALV) | 0.7 | $4.1M | -69% | 355k | 11.58 |
|
Past Filings by First Turn Management
SEC 13F filings are viewable for First Turn Management going back to 2023
- First Turn Management 2024 Q3 filed Nov. 7, 2024
- First Turn Management 2024 Q1 filed May 6, 2024
- First Turn Management 2023 Q4 filed Feb. 8, 2024