First Turn Management as of Sept. 30, 2024
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 | 359k | 102.30 | |
| Argenx Se Sponsored Adr (ARGX) | 4.7 | $30M | 54k | 542.08 | |
| Insmed Com Par $.01 (INSM) | 4.1 | $26M | 357k | 73.00 | |
| Mirum Pharmaceuticals (MIRM) | 4.0 | $25M | 648k | 39.00 | |
| Vaxcyte (PCVX) | 3.8 | $24M | 212k | 114.27 | |
| Axsome Therapeutics (AXSM) | 3.6 | $23M | 255k | 89.87 | |
| Syndax Pharmaceuticals (SNDX) | 3.6 | $23M | 1.2M | 19.25 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 3.6 | $23M | 151k | 149.31 | |
| Natera (NTRA) | 3.1 | $20M | 156k | 126.95 | |
| Intra Cellular Therapies (ITCI) | 3.0 | $19M | 255k | 73.17 | |
| Crinetics Pharmaceuticals In (CRNX) | 2.9 | $18M | 353k | 51.10 | |
| Transmedics Group (TMDX) | 2.8 | $18M | 114k | 157.00 | |
| Arcellx Common Stock (ACLX) | 2.8 | $18M | 214k | 83.51 | |
| Blueprint Medicines (BPMC) | 2.6 | $17M | 179k | 92.50 | |
| Verona Pharma Sponsored Ads (VRNA) | 2.6 | $17M | 573k | 28.77 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.6 | $16M | 35k | 465.08 | |
| Biohaven (BHVN) | 2.5 | $16M | 316k | 49.97 | |
| Establishment Labs Holdings Ord (ESTA) | 2.4 | $15M | 357k | 43.27 | |
| Merus N V (MRUS) | 2.4 | $15M | 308k | 49.96 | |
| Oric Pharmaceuticals (ORIC) | 2.4 | $15M | 1.5M | 10.25 | |
| Intuitive Surgical Com New (ISRG) | 2.4 | $15M | 30k | 491.27 | |
| Harrow Health (HROW) | 2.3 | $15M | 327k | 44.96 | |
| Vera Therapeutics Cl A (VERA) | 2.3 | $14M | 327k | 44.20 | |
| Bicara Therapeutics | 2.3 | $14M | 562k | 25.47 | |
| Geron Corporation (GERN) | 2.2 | $14M | 3.1M | 4.54 | |
| Enliven Therapeutics (ELVN) | 2.2 | $14M | 535k | 25.54 | |
| Adma Biologics (ADMA) | 2.1 | $13M | 665k | 19.99 | |
| Day One Biopharmaceuticals I (DAWN) | 2.1 | $13M | 948k | 13.93 | |
| Repligen Corporation (RGEN) | 2.1 | $13M | 89k | 148.82 | |
| Xenon Pharmaceuticals (XENE) | 2.0 | $13M | 325k | 39.37 | |
| Glaukos (GKOS) | 2.0 | $13M | 96k | 130.28 | |
| Krystal Biotech (KRYS) | 2.0 | $12M | 68k | 182.03 | |
| Cytokinetics Com New (CYTK) | 1.9 | $12M | 223k | 52.80 | |
| Rocket Pharmaceuticals (RCKT) | 1.8 | $12M | 621k | 18.47 | |
| Bridgebio Pharma (BBIO) | 1.6 | $10M | 400k | 25.46 | |
| Relay Therapeutics (RLAY) | 1.4 | $8.7M | 1.2M | 7.08 | |
| Silverback Therapeutics (SPRY) | 1.4 | $8.6M | 593k | 14.50 | |
| Kalvista Pharmaceuticals (KALV) | 0.7 | $4.1M | 355k | 11.58 |
