13F HOLDINGS REPORT
First Turn Management, LLC
Quarter ended Q2 2024 · Filed August 8, 2024 · Accession 0001085146-24-003570
Total Value
$614.7M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARGENX SE | ARGX | 79,978 | $34.4M | 5.59% |
| 2 | SAREPTA THERAPEUTICS INC | SRPT | 181,669 | $28.7M | 4.67% |
| 3 | AXSOME THERAPEUTICS INC | AXSM | 337,246 | $27.1M | 4.42% |
| 4 | ASCENDIS PHARMA A/S | ASND | 186,581 | $25.4M | 4.14% |
| 5 | MIRUM PHARMACEUTICALS INC | MIRM | 703,398 | $24.0M | 3.91% |
| 6 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 347,343 | $23.8M | 3.87% |
| 7 | VERTEX PHARMACEUTICALS INC | VRTX | 50,692 | $23.8M | 3.87% |
| 8 | INSMED INC | INSM | 323,360 | $21.7M | 3.52% |
| 9 | TRANSMEDICS GROUP INC | TMDX | 139,780 | $21.1M | 3.42% |
| 10 | KRYSTAL BIOTECH INC | KRYS | 109,222 | $20.1M | 3.26% |
| 11 | BLUEPRINT MEDICINES CORP | 09627Y109 | 184,901 | $19.9M | 3.24% |
| 12 | VAXCYTE INC | PCVX | 260,281 | $19.7M | 3.20% |
| 13 | NUVALENT INC | NUVL | 252,276 | $19.1M | 3.11% |
| 14 | MERUS N V | N5749R100 | 321,906 | $19.0M | 3.10% |
| 15 | INTUITIVE SURGICAL INC | ISRG | 41,901 | $18.6M | 3.03% |
| 16 | IMMUNOVANT INC | IMVT | 695,428 | $18.4M | 2.99% |
| 17 | DEXCOM INC | DXCM | 160,096 | $18.2M | 2.95% |
| 18 | ESTABLISHMENT LABS HLDGS INC | ESTA | 369,980 | $16.8M | 2.73% |
| 19 | CRINETICS PHARMACEUTICALS IN | CRNX | 369,302 | $16.5M | 2.69% |
| 20 | CYTOKINETICS INC | CYTK | 293,318 | $15.9M | 2.59% |
| 21 | ALPHATEC HLDGS INC | ATEC | 1,360,410 | $14.2M | 2.31% |
| 22 | IDEAYA BIOSCIENCES INC | IDYA | 397,782 | $14.0M | 2.27% |
| 23 | XENON PHARMACEUTICALS INC | XENE | 339,876 | $13.3M | 2.16% |
| 24 | SYNDAX PHARMACEUTICALS INC | SNDX | 640,389 | $13.1M | 2.14% |
| 25 | REVOLUTION MEDICINES INC | RVMDW | 329,519 | $12.8M | 2.08% |
| 26 | BIOHAVEN LTD | BHVN | 366,019 | $12.7M | 2.07% |
| 27 | APOGEE THERAPEUTICS INC | APGE | 318,327 | $12.5M | 2.04% |
| 28 | KALVISTA PHARMACEUTICALS INC | KALV | 1,059,540 | $12.5M | 2.03% |
| 29 | ROCKET PHARMACEUTICALS INC | RCKTW | 560,989 | $12.1M | 1.96% |
| 30 | SPYRE THERAPEUTICS INC | SYRE | 464,435 | $10.9M | 1.78% |
| 31 | ORIC PHARMACEUTICALS INC | ORIC | 1,515,960 | $10.7M | 1.74% |
| 32 | SILENCE THERAPEUTICS PLC | SLNCF | 537,338 | $10.2M | 1.66% |
| 33 | IMMUNOCORE HLDGS PLC | IMCR | 291,086 | $9.9M | 1.60% |
| 34 | ENLIVEN THERAPEUTICS INC | ELVN | 413,243 | $9.7M | 1.57% |
| 35 | VERA THERAPEUTICS INC | VERA | 212,944 | $7.7M | 1.25% |
| 36 | DISC MEDICINE INC | IRON | 138,907 | $6.3M | 1.02% |