13F HOLDINGS REPORT
First Turn Management, LLC
Quarter ended Q1 2024 · Filed May 6, 2024 · Accession 0001085146-24-002247
Total Value
$668.5M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHOCKWAVE MED INC | 82489T104 | 98,111 | $31.9M | 4.78% |
| 2 | ARGENX SE | ARGX | 79,978 | $31.5M | 4.71% |
| 3 | CYTOKINETICS INC | CYTK | 430,349 | $30.2M | 4.51% |
| 4 | XENON PHARMACEUTICALS INC | XENE | 680,389 | $29.3M | 4.38% |
| 5 | SAREPTA THERAPEUTICS INC | SRPT | 221,748 | $28.7M | 4.29% |
| 6 | AXSOME THERAPEUTICS INC | AXSM | 342,173 | $27.3M | 4.08% |
| 7 | DEXCOM INC | DXCM | 192,932 | $26.8M | 4.00% |
| 8 | IMMUNOCORE HLDGS PLC | IMCR | 394,674 | $25.7M | 3.84% |
| 9 | APOGEE THERAPEUTICS INC | APGE | 379,803 | $25.2M | 3.78% |
| 10 | VERTEX PHARMACEUTICALS INC | VRTX | 58,832 | $24.6M | 3.68% |
| 11 | MIRUM PHARMACEUTICALS INC | MIRM | 958,654 | $24.1M | 3.60% |
| 12 | BIOHAVEN LTD | BHVN | 432,342 | $23.6M | 3.54% |
| 13 | KRYSTAL BIOTECH INC | KRYS | 130,850 | $23.3M | 3.48% |
| 14 | ASCENDIS PHARMA A/S | ASND | 151,587 | $22.9M | 3.43% |
| 15 | TRANSMEDICS GROUP INC | TMDX | 297,377 | $22.0M | 3.29% |
| 16 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 1,318,207 | $21.8M | 3.26% |
| 17 | NUVALENT INC | NUVL | 265,897 | $20.0M | 2.99% |
| 18 | IONIS PHARMACEUTICALS INC | IONS | 421,487 | $18.3M | 2.73% |
| 19 | VAXCYTE INC | PCVX | 260,281 | $17.8M | 2.66% |
| 20 | SPYRE THERAPEUTICS INC | SYRE | 464,435 | $17.6M | 2.64% |
| 21 | IDEAYA BIOSCIENCES INC | IDYA | 397,782 | $17.5M | 2.61% |
| 22 | IMMUNOVANT INC | IMVT | 512,893 | $16.6M | 2.48% |
| 23 | DISC MEDICINE INC | IRON | 252,673 | $15.7M | 2.35% |
| 24 | VERONA PHARMA PLC | 925050106 | 973,130 | $15.7M | 2.34% |
| 25 | ORIC PHARMACEUTICALS INC | ORIC | 1,097,571 | $15.1M | 2.26% |
| 26 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 206,707 | $14.3M | 2.14% |
| 27 | KALVISTA PHARMACEUTICALS INC | KALV | 1,179,420 | $14.0M | 2.09% |
| 28 | ALPHATEC HLDGS INC | ATEC | 990,618 | $13.7M | 2.04% |
| 29 | LEGEND BIOTECH CORP | LEGN | 228,251 | $12.8M | 1.92% |
| 30 | EYEPOINT PHARMACEUTICALS INC | EYPT | 585,447 | $12.1M | 1.81% |
| 31 | VIKING THERAPEUTICS INC | VKTX | 128,064 | $10.5M | 1.57% |
| 32 | ROCKET PHARMACEUTICALS INC | RCKTW | 250,870 | $6.8M | 1.01% |
| 33 | TYRA BIOSCIENCES INC | TYRA | 381,210 | $6.3M | 0.94% |
| 34 | VERA THERAPEUTICS INC | VERA | 118,260 | $5.1M | 0.76% |