$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2023 | ||||||||
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.