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CIK: 0001993440
Total reported value
$934.7M
$934.7M
36 檔
14.8%
At the close of Q4 2024, First Turn Management, LLC disclosed equity holdings valued at approximately $934.7M, spread across 36 reported holdings.
During Q4 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 | INSM | Insmed Inc | Stock-Healthcare | 5.53% | -1.53% | +25.40% | |
| 2 | VRNA | Verona Pharma PLC - Adr | Stock-Other | 5.34% | — | +12.04% | |
| 3 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 4.81% | -1.23% | +110.62% | |
| 4 | ARGX | Argenx Se - Adr | Stock-Healthcare | 4.75% | — | -20.87% | |
| 5 | ITCIEUR | Intra-cellular Therapies Inc | Stock-Other | 4.40% | — | +15.55% | |
| 6 | NUVL | Nuvalent Inc-a | Stock-Other | 4.34% | -3.89% | -13.81% | |
| 7 | CRNX | Crinetics Pharmaceuticals In | Stock-Other | 4.15% | — | +28.30% | |
| 8 | PCVX | Vaxcyte Inc | Stock-Other | 4.06% | +2.76% | NEW | |
| 9 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 3.75% | -1.40% | -21.73% | |
| 10 | JANX | Janux Therapeutics Inc | Stock-Other | 3.68% | — | — | |
| 11 | VERA | Vera Therapeutics Inc | Stock-Other | 3.52% | -1.90% | EXIT | |
| 12 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 3.27% | — | +15.79% | |
| 13 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 3.16% | +3.23% | — | |
| 14 | EXK | Exact Sciences CORP | Stock-Materials | 3.12% | — | — | |
| 15 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 2.91% | +2.16% | -24.74% | |
| 16 | NTRA | Natera Inc | Stock-Healthcare | 2.81% | -1.81% | EXIT | |
| 17 | GKOS | Glaukos CORP | Stock-Healthcare | 2.58% | — | — | |
| 18 | GERN | Geron CORP | Stock-Other | 2.47% | — | +24.59% | |
| 19 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 2.22% | -0.72% | +13.13% | |
| 20 | ASND | Ascendis Pharma A/S | Stock-Other | 2.17% | -1.95% | EXIT | |
| 21 | HQY | Healthequity Inc | Stock-Healthcare | 2.16% | — | — | |
| 22 | ELVN | Enliven Therapeutics Inc | Stock-Other | 2.16% | +2.45% | — | |
| 23 | DAWNGBX | Day One Biopharmaceuticals I | Stock-Other | 2.15% | — | — | |
| 24 | ✓ | Merus N V | Stock-Other | 2.15% | — | -7.42% | |
| 25 | ADMA | Adma Biologics Inc | Stock-Healthcare | 2.10% | — | +2.89% | |
| 26 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 2.10% | -0.52% | — | |
| 27 | ACLXGBX | Arcellx Inc | Stock-Other | 2.09% | — | -28.90% | |
| 28 | APGE | Apogee Therapeutics Inc | Stock-Other | 2.05% | -2.86% | — | |
| 29 | HROW | Harrow Inc | Stock-Other | 1.83% | — | -6.65% | |
| 30 | BHVN | Biohaven Ltd. | Stock-Other | 1.76% | — | -16.90% | |
| 31 | CRMD | Cormedix Inc | Stock-Other | 1.48% | — | — | |
| 32 | SPRY | Ars Pharmaceuticals Inc | Stock-Other | 1.12% | — | — | |
| 33 | BCAX | Bicara Therapeutics Inc | Stock-Other | 1.08% | — | -38.45% | |
| 34 | 2655787D | Blueprint Medicines CORP | Stock-Other | 1.05% | — | -62.48% | |
| 35 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 1.05% | — | -62.80% | |
| 36 | PRAX | Praxis Precision Medicines I | Stock-Other | 0.63% | +1.46% | — |
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 Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including INSM, VRNA, XENE) accounted for 14.8% of total reported equity market value during Q4 2024.
During Q4 2024, First Turn Management, LLC's top holdings by market value included INSM (5.5%)、VRNA (5.3%)、XENE (4.8%). The largest single position, INSM, represented 5.5% of total portfolio value.
In Q4 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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