$696 Million is the total value of First Turn Management, LLC's 31 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CYTK | New | CYTOKINETICS INC | $67,413,500 | – | 807,444 | +100.0% | 9.68% | – |
| CBAY | New | CYMABAY THERAPEUTICS INC | $35,366,958 | – | 1,497,331 | +100.0% | 5.08% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $33,235,996 | – | 81,683 | +100.0% | 4.77% | – |
| ARGX | New | ARGENX SEsponsored adr | $31,729,003 | – | 83,403 | +100.0% | 4.56% | – |
| XENE | New | XENON PHARMACEUTICALS INC | $31,338,717 | – | 680,389 | +100.0% | 4.50% | – |
| KRYS | New | KRYSTAL BIOTECH INC | $30,045,471 | – | 242,185 | +100.0% | 4.32% | – |
| LEGN | New | LEGEND BIOTECH CORPsponsored ads | $28,645,673 | – | 476,079 | +100.0% | 4.11% | – |
| KRTX | New | KARUNA THERAPEUTICS INC | $27,653,162 | – | 87,369 | +100.0% | 3.97% | – |
| TMDX | New | TRANSMEDICS GROUP INC | $25,508,992 | – | 323,185 | +100.0% | 3.66% | – |
| PODD | New | INSULET CORP | $25,032,115 | – | 115,366 | +100.0% | 3.60% | – |
| DAWN | New | DAY ONE BIOPHARMACEUTICALS I | $24,833,855 | – | 1,700,949 | +100.0% | 3.57% | – |
| MIRM | New | MIRUM PHARMACEUTICALS INC | $24,687,635 | – | 836,302 | +100.0% | 3.54% | – |
| VRNA | New | VERONA PHARMA PLCsponsored ads | $23,981,065 | – | 1,206,291 | +100.0% | 3.44% | – |
| DXCM | New | DEXCOM INC | $23,940,932 | – | 192,932 | +100.0% | 3.44% | – |
| AXSM | New | AXSOME THERAPEUTICS INC | $23,513,115 | – | 295,428 | +100.0% | 3.38% | – |
| IMCR | New | IMMUNOCORE HLDGS PLCads | $23,439,157 | – | 343,079 | +100.0% | 3.37% | – |
| PCVX | New | VAXCYTE INC | $22,452,758 | – | 357,528 | +100.0% | 3.22% | – |
| IMVT | New | IMMUNOVANT INC | $21,608,182 | – | 512,893 | +100.0% | 3.10% | – |
| New | BIOHAVEN LTD | $20,429,039 | – | 477,314 | +100.0% | 2.93% | – | |
| SRPT | New | SAREPTA THERAPEUTICS INC | $19,660,341 | – | 203,882 | +100.0% | 2.82% | – |
| ASND | New | ASCENDIS PHARMA A/Ssponsored adr | $19,092,383 | – | 151,587 | +100.0% | 2.74% | – |
| New | NUVALENT INC | $18,831,460 | – | 255,897 | +100.0% | 2.70% | – | |
| IONS | New | IONIS PHARMACEUTICALS INC | $18,044,391 | – | 356,679 | +100.0% | 2.59% | – |
| ITCI | New | INTRA-CELLULAR THERAPIES INC | $15,571,979 | – | 217,425 | +100.0% | 2.24% | – |
| New | ROIVANT SCIENCES LTD | $15,312,150 | – | 1,363,504 | +100.0% | 2.20% | – | |
| IDYA | New | IDEAYA BIOSCIENCES INC | $13,605,152 | – | 382,382 | +100.0% | 1.95% | – |
| SWAV | New | SHOCKWAVE MED INC | $10,954,151 | – | 57,484 | +100.0% | 1.57% | – |
| New | DISC MEDICINE INC | $9,084,146 | – | 157,274 | +100.0% | 1.30% | – | |
| EYPT | New | EYEPOINT PHARMACEUTICALS INC | $7,326,101 | – | 317,010 | +100.0% | 1.05% | – |
| CABA | New | CABALETTA BIO INC | $3,980,649 | – | 175,359 | +100.0% | 0.57% | – |
| New | SOMALOGIC INC*w exp 08/31/202 | $2,154 | – | 17,953 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CYTOKINETICS INC | 3 | Q2 2024 | 9.7% |
| ARGENX SE | 3 | Q2 2024 | 5.6% |
| VERTEX PHARMACEUTICALS INC | 3 | Q2 2024 | 4.8% |
| AXSOME THERAPEUTICS INC | 3 | Q2 2024 | 4.4% |
| SAREPTA THERAPEUTICS INC | 3 | Q2 2024 | 4.7% |
| KRYSTAL BIOTECH INC | 3 | Q2 2024 | 4.3% |
| MIRUM PHARMACEUTICALS INC | 3 | Q2 2024 | 3.9% |
| XENON PHARMACEUTICALS INC | 3 | Q2 2024 | 4.5% |
| DEXCOM INC | 3 | Q2 2024 | 4.0% |
| TRANSMEDICS GROUP INC | 3 | Q2 2024 | 3.7% |
View First Turn Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-08 |
View First Turn Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.