13F HOLDINGS REPORT
First Turn Management, LLC
Quarter ended Q3 2024 · Filed November 7, 2024 · Accession 0001085146-24-005432
Total Value
$631.6M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NUVALENT INC | NUVL | 359,114 | $36.7M | 5.82% |
| 2 | ARGENX SE | ARGX | 54,440 | $29.5M | 4.67% |
| 3 | INSMED INC | INSM | 356,451 | $26.0M | 4.12% |
| 4 | MIRUM PHARMACEUTICALS INC | MIRM | 647,611 | $25.3M | 4.00% |
| 5 | VAXCYTE INC | PCVX | 211,985 | $24.2M | 3.84% |
| 6 | AXSOME THERAPEUTICS INC | AXSM | 255,294 | $22.9M | 3.63% |
| 7 | SYNDAX PHARMACEUTICALS INC | SNDX | 1,187,165 | $22.9M | 3.62% |
| 8 | ASCENDIS PHARMA A/S | ASND | 150,593 | $22.5M | 3.56% |
| 9 | NATERA INC | NTRA | 155,650 | $19.8M | 3.13% |
| 10 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 254,800 | $18.6M | 2.95% |
| 11 | CRINETICS PHARMACEUTICALS IN | CRNX | 353,376 | $18.1M | 2.86% |
| 12 | TRANSMEDICS GROUP INC | TMDX | 114,247 | $17.9M | 2.84% |
| 13 | ARCELLX INC | ACLX | 214,298 | $17.9M | 2.83% |
| 14 | BLUEPRINT MEDICINES CORP | 09627Y109 | 178,929 | $16.6M | 2.62% |
| 15 | VERONA PHARMA PLC | 925050106 | 572,928 | $16.5M | 2.61% |
| 16 | VERTEX PHARMACEUTICALS INC | VRTX | 35,222 | $16.4M | 2.59% |
| 17 | BIOHAVEN LTD | BHVN | 315,816 | $15.8M | 2.50% |
| 18 | ESTABLISHMENT LABS HLDGS INC | ESTA | 357,003 | $15.4M | 2.45% |
| 19 | MERUS N V | N5749R100 | 308,014 | $15.4M | 2.44% |
| 20 | ORIC PHARMACEUTICALS INC | ORIC | 1,451,037 | $14.9M | 2.35% |
| 21 | INTUITIVE SURGICAL INC | ISRG | 30,254 | $14.9M | 2.35% |
| 22 | HARROW INC | HROW | 326,582 | $14.7M | 2.32% |
| 23 | VERA THERAPEUTICS INC | VERA | 326,494 | $14.4M | 2.28% |
| 24 | BICARA THERAPEUTICS INC | BCAX | 562,391 | $14.3M | 2.27% |
| 25 | GERON CORP | GERN | 3,124,967 | $14.2M | 2.25% |
| 26 | ENLIVEN THERAPEUTICS INC | ELVN | 535,092 | $13.7M | 2.16% |
| 27 | ADMA BIOLOGICS INC | ADMA | 664,985 | $13.3M | 2.10% |
| 28 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 947,878 | $13.2M | 2.09% |
| 29 | REPLIGEN CORP | RGEN | 88,714 | $13.2M | 2.09% |
| 30 | XENON PHARMACEUTICALS INC | XENE | 325,218 | $12.8M | 2.03% |
| 31 | GLAUKOS CORP | GKOS | 96,097 | $12.5M | 1.98% |
| 32 | KRYSTAL BIOTECH INC | KRYS | 67,942 | $12.4M | 1.96% |
| 33 | CYTOKINETICS INC | CYTK | 223,147 | $11.8M | 1.87% |
| 34 | ROCKET PHARMACEUTICALS INC | RCKTW | 621,306 | $11.5M | 1.82% |
| 35 | BRIDGEBIO PHARMA INC | BBIO | 399,781 | $10.2M | 1.61% |
| 36 | RELAY THERAPEUTICS INC | RLAY | 1,226,354 | $8.7M | 1.37% |
| 37 | ARS PHARMACEUTICALS INC | SPRY | 593,291 | $8.6M | 1.36% |
| 38 | KALVISTA PHARMACEUTICALS INC | KALV | 355,000 | $4.1M | 0.65% |