First Turn Management as of Dec. 31, 2024
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 | 447k | 69.04 | |
| Verona Pharma Sponsored Ads (VRNA) | 5.3 | $30M | 642k | 46.44 | |
| Xenon Pharmaceuticals (XENE) | 4.8 | $27M | 685k | 39.20 | |
| Argenx Se Sponsored Adr (ARGX) | 4.7 | $27M | 43k | 615.00 | |
| Intra Cellular Therapies (ITCI) | 4.4 | $25M | 294k | 83.52 | |
| Nuvalent Inc-a (NUVL) | 4.3 | $24M | 310k | 78.28 | |
| Crinetics Pharmaceuticals In (CRNX) | 4.2 | $23M | 453k | 51.13 | |
| Vaxcyte (PCVX) | 4.1 | $23M | 277k | 81.86 | |
| Mirum Pharmaceuticals (MIRM) | 3.8 | $21M | 507k | 41.35 | |
| Janux Therapeutics (JANX) | 3.7 | $21M | 384k | 53.54 | |
| Vera Therapeutics Cl A (VERA) | 3.5 | $20M | 465k | 42.29 | |
| Intuitive Surgical Com New (ISRG) | 3.3 | $18M | 35k | 521.96 | |
| Revolution Medicines (RVMD) | 3.2 | $18M | 404k | 43.74 | |
| EXACT Sciences Corporation (EXAS) | 3.1 | $17M | 310k | 56.19 | |
| Axsome Therapeutics (AXSM) | 2.9 | $16M | 192k | 84.61 | |
| Natera (NTRA) | 2.8 | $16M | 99k | 158.30 | |
| Glaukos (GKOS) | 2.6 | $14M | 96k | 149.94 | |
| Geron Corporation (GERN) | 2.5 | $14M | 3.9M | 3.54 | |
| Bridgebio Pharma (BBIO) | 2.2 | $12M | 452k | 27.44 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 2.2 | $12M | 88k | 137.67 | |
| Healthequity (HQY) | 2.2 | $12M | 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 | 285k | 42.05 | |
| Adma Biologics (ADMA) | 2.1 | $12M | 684k | 17.15 | |
| Oric Pharmaceuticals (ORIC) | 2.1 | $12M | 1.5M | 8.07 | |
| Arcellx Common Stock (ACLX) | 2.1 | $12M | 152k | 76.69 | |
| Apogee Therapeutics (APGE) | 2.1 | $11M | 253k | 45.30 | |
| Harrow Health (HROW) | 1.8 | $10M | 305k | 33.55 | |
| Biohaven (BHVN) | 1.8 | $9.8M | 262k | 37.35 | |
| Cormedix Inc cormedix (CRMD) | 1.5 | $8.3M | 1.0M | 8.10 | |
| Silverback Therapeutics (SPRY) | 1.1 | $6.3M | 593k | 10.55 | |
| Bicara Therapeutics (BCAX) | 1.1 | $6.0M | 346k | 17.42 | |
| Blueprint Medicines (BPMC) | 1.0 | $5.9M | 67k | 87.22 | |
| Syndax Pharmaceuticals (SNDX) | 1.0 | $5.8M | 442k | 13.22 | |
| Praxis Precision Medicines I Com New (PRAX) | 0.6 | $3.5M | 46k | 76.96 |
