First Turn Management

First Turn Management as of Dec. 31, 2023

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 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