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 MRUS, BBIO, ACLX, HROW, ISRG, GERN, ADMA, BPMC, RLAY, CRNX. GKOS, Bicara Therapeutics, INSM, RGEN, SPRY, SNDX, ELVN, NTRA, ESTA.
- 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
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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