First Turn Management
Latest statistics and disclosures from First Turn Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are INSM, VRNA, XENE, ARGX, ITCI, and represent 24.82% of First Turn Management's stock portfolio.
- Added to shares of these 10 stocks: JANX (+$21M), RVMD (+$18M), EXAS (+$17M), XENE (+$14M), HQY (+$12M), APGE (+$11M), CRMD (+$8.3M), INSM (+$6.3M), VERA (+$5.8M), PCVX (+$5.3M).
- Started 7 new stock positions in RVMD, HQY, EXAS, CRMD, APGE, PRAX, JANX.
- Reduced shares in these 10 stocks: TMDX (-$18M), , ESTA (-$15M), RGEN (-$13M), KRYS (-$12M), CYTK (-$12M), RCKT (-$12M), SNDX (-$9.9M), BPMC (-$9.7M), NTRA (-$8.9M).
- Sold out of its positions in CYTK, KALV, KRYS, RLAY, RGEN, RCKT, TMDX, VRTX, ESTA.
- First Turn Management was a net seller of stock by $-42M.
- First Turn Management has $558M in assets under management (AUM), dropping by -11.60%.
- Central Index Key (CIK): 0001993440
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Portfolio Holdings for First Turn Management
First Turn Management holds 36 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Insmed Com Par $.01 (INSM) | 5.5 | $31M | +25% | 447k | 69.04 |
|
| Verona Pharma Sponsored Ads (VRNA) | 5.3 | $30M | +12% | 642k | 46.44 |
|
| Xenon Pharmaceuticals (XENE) | 4.8 | $27M | +110% | 685k | 39.20 |
|
| Argenx Se Sponsored Adr (ARGX) | 4.7 | $27M | -20% | 43k | 615.00 |
|
| Intra Cellular Therapies (ITCI) | 4.4 | $25M | +15% | 294k | 83.52 |
|
| Nuvalent Inc-a (NUVL) | 4.3 | $24M | -13% | 310k | 78.28 |
|
| Crinetics Pharmaceuticals In (CRNX) | 4.2 | $23M | +28% | 453k | 51.13 |
|
| Vaxcyte (PCVX) | 4.1 | $23M | +30% | 277k | 81.86 |
|
| Mirum Pharmaceuticals (MIRM) | 3.8 | $21M | -21% | 507k | 41.35 |
|
| Janux Therapeutics (JANX) | 3.7 | $21M | NEW | 384k | 53.54 |
|
| Vera Therapeutics Cl A (VERA) | 3.5 | $20M | +42% | 465k | 42.29 |
|
| Intuitive Surgical Com New (ISRG) | 3.3 | $18M | +15% | 35k | 521.96 |
|
| Revolution Medicines (RVMD) | 3.2 | $18M | NEW | 404k | 43.74 |
|
| EXACT Sciences Corporation (EXAS) | 3.1 | $17M | NEW | 310k | 56.19 |
|
| Axsome Therapeutics (AXSM) | 2.9 | $16M | -24% | 192k | 84.61 |
|
| Natera (NTRA) | 2.8 | $16M | -36% | 99k | 158.30 |
|
| Glaukos (GKOS) | 2.6 | $14M | 96k | 149.94 |
|
|
| Geron Corporation (GERN) | 2.5 | $14M | +24% | 3.9M | 3.54 |
|
| Bridgebio Pharma (BBIO) | 2.2 | $12M | +13% | 452k | 27.44 |
|
| Ascendis Pharma A/s Sponsored Adr (ASND) | 2.2 | $12M | -41% | 88k | 137.67 |
|
| Healthequity (HQY) | 2.2 | $12M | NEW | 126k | 95.95 |
|
| Enliven Therapeutics (ELVN) | 2.2 | $12M | 535k | 22.50 |
|
|
| Day One Biopharmaceuticals I (DAWN) | 2.2 | $12M | 948k | 12.67 |
|
|
| Merus N V (MRUS) | 2.1 | $12M | -7% | 285k | 42.05 |
|
| Adma Biologics (ADMA) | 2.1 | $12M | +2% | 684k | 17.15 |
|
| Oric Pharmaceuticals (ORIC) | 2.1 | $12M | 1.5M | 8.07 |
|
|
| Arcellx Common Stock (ACLX) | 2.1 | $12M | -28% | 152k | 76.69 |
|
| Apogee Therapeutics (APGE) | 2.1 | $11M | NEW | 253k | 45.30 |
|
| Harrow Health (HROW) | 1.8 | $10M | -6% | 305k | 33.55 |
|
| Biohaven (BHVN) | 1.8 | $9.8M | -16% | 262k | 37.35 |
|
| Cormedix Inc cormedix (CRMD) | 1.5 | $8.3M | NEW | 1.0M | 8.10 |
|
| Silverback Therapeutics (SPRY) | 1.1 | $6.3M | 593k | 10.55 |
|
|
| Bicara Therapeutics (BCAX) | 1.1 | $6.0M | -38% | 346k | 17.42 |
|
| Blueprint Medicines (BPMC) | 1.0 | $5.9M | -62% | 67k | 87.22 |
|
| Syndax Pharmaceuticals (SNDX) | 1.0 | $5.8M | -62% | 442k | 13.22 |
|
| Praxis Precision Medicines I Com New (PRAX) | 0.6 | $3.5M | NEW | 46k | 76.96 |
|
Past Filings by First Turn Management
SEC 13F filings are viewable for First Turn Management going back to 2023
- First Turn Management 2024 Q4 filed Feb. 14, 2025
- 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