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CIK: 0001993440
Total reported value
$934.7M
$934.7M
36 檔
15.0%
The Q2 2024 SEC filing reveals that First Turn Management, LLC held a total portfolio value of $934.7M, covering 36 public equity positions.
During Q2 2024, First Turn Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARGX | Argenx Se - Adr | Stock-Healthcare | 5.59% | — | — | |
| 2 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 4.67% | — | -18.07% | |
| 3 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 4.42% | +2.16% | -1.44% | |
| 4 | ASND | Ascendis Pharma A/S | Stock-Other | 4.14% | -1.95% | EXIT | |
| 5 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 3.91% | -1.40% | -26.63% | |
| 6 | ITCIEUR | Intra-cellular Therapies Inc | Stock-Other | 3.87% | — | +68.04% | |
| 7 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 3.87% | — | -13.84% | |
| 8 | INSM | Insmed Inc | Stock-Healthcare | 3.52% | -1.53% | — | |
| 9 | TMDX | Transmedics Group Inc | Stock-Healthcare | 3.42% | — | -53.00% | |
| 10 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 3.26% | — | -16.53% | |
| 11 | 2655787D | Blueprint Medicines CORP | Stock-Other | 3.24% | — | — | |
| 12 | PCVX | Vaxcyte Inc | Stock-Other | 3.20% | +2.76% | NEW | |
| 13 | NUVL | Nuvalent Inc-a | Stock-Other | 3.11% | -3.89% | -5.12% | |
| 14 | ✓ | Merus N V | Stock-Other | 3.10% | — | — | |
| 15 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 3.03% | — | — | |
| 16 | IMVT | Immunovant Inc | Stock-Other | 2.99% | — | +35.59% | |
| 17 | DXCM | Dexcom Inc | Stock-Healthcare | 2.95% | — | -17.02% | |
| 18 | ✓ | Establishment Labs Holdings In | Stock-Other | 2.73% | — | — | |
| 19 | CRNX | Crinetics Pharmaceuticals In | Stock-Other | 2.69% | — | — | |
| 20 | CYTK | Cytokinetics Inc | Stock-Healthcare | 2.59% | +2.72% | -31.84% | |
| 21 | ATEC | Alphatec Holdings Inc | Stock-Other | 2.31% | — | +37.33% | |
| 22 | IDYA | Ideaya Biosciences Inc | Stock-Other | 2.27% | -3.25% | EXIT | |
| 23 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 2.16% | -1.23% | -50.05% | |
| 24 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 2.14% | — | — | |
| 25 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 2.08% | +3.23% | — | |
| 26 | BHVN | Biohaven Ltd. | Stock-Other | 2.07% | — | -15.34% | |
| 27 | APGE | Apogee Therapeutics Inc | Stock-Other | 2.04% | -2.86% | -16.19% | |
| 28 | 4XC1 | Kalvista Pharmaceuticals Inc | Stock-Other | 2.03% | — | -10.16% | |
| 29 | RCKT | Rocket Pharmaceuticals Inc | Stock-Other | 1.96% | — | +123.62% | |
| 30 | SYRE | Spyre Therapeutics Inc | Stock-Other | 1.78% | — | — | |
| 31 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 1.74% | -0.52% | +38.12% | |
| 32 | SLN | Silence Therapeutics Plc-adr | Stock-Other | 1.66% | — | — | |
| 33 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 1.60% | — | -26.25% | |
| 34 | ELVN | Enliven Therapeutics Inc | Stock-Other | 1.57% | +2.45% | — | |
| 35 | VERA | Vera Therapeutics Inc | Stock-Other | 1.25% | -1.90% | EXIT | |
| 36 | IRON | Disc Medicine Inc | Stock-Other | 1.02% | — | -45.02% |
According to official SEC Form 13F filings, First Turn Management, LLC reported a total U.S. public equity portfolio value of $934.7M across 36 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ARGX, SRPT, AXSM) accounted for 15.0% of total reported equity market value during Q2 2024.
During Q2 2024, First Turn Management, LLC's top holdings by market value included ARGX (5.6%)、SRPT (4.7%)、AXSM (4.4%). The largest single position, ARGX, represented 5.6% of total portfolio value.
In Q2 2024, First Turn Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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