13F HOLDINGS REPORT
First Turn Management, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001085146-25-001519
Total Value
$558.3M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INSMED INC | INSM | 446,980 | $30.9M | 5.53% |
| 2 | VERONA PHARMA PLC | 925050106 | 641,901 | $29.8M | 5.34% |
| 3 | XENON PHARMACEUTICALS INC | XENE | 684,986 | $26.9M | 4.81% |
| 4 | ARGENX SE | ARGX | 43,078 | $26.5M | 4.75% |
| 5 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 294,414 | $24.6M | 4.40% |
| 6 | NUVALENT INC | NUVL | 309,521 | $24.2M | 4.34% |
| 7 | CRINETICS PHARMACEUTICALS IN | CRNX | 453,376 | $23.2M | 4.15% |
| 8 | VAXCYTE INC | PCVX | 276,905 | $22.7M | 4.06% |
| 9 | MIRUM PHARMACEUTICALS INC | MIRM | 506,908 | $21.0M | 3.75% |
| 10 | JANUX THERAPEUTICS INC | JANX | 383,602 | $20.5M | 3.68% |
| 11 | VERA THERAPEUTICS INC | VERA | 464,807 | $19.7M | 3.52% |
| 12 | INTUITIVE SURGICAL INC | ISRG | 35,032 | $18.3M | 3.27% |
| 13 | REVOLUTION MEDICINES INC | RVMDW | 403,915 | $17.7M | 3.16% |
| 14 | EXACT SCIENCES CORP | 30063P105 | 309,890 | $17.4M | 3.12% |
| 15 | AXSOME THERAPEUTICS INC | AXSM | 192,146 | $16.3M | 2.91% |
| 16 | NATERA INC | NTRA | 99,159 | $15.7M | 2.81% |
| 17 | GLAUKOS CORP | GKOS | 96,097 | $14.4M | 2.58% |
| 18 | GERON CORP | GERN | 3,893,327 | $13.8M | 2.47% |
| 19 | BRIDGEBIO PHARMA INC | BBIO | 452,290 | $12.4M | 2.22% |
| 20 | ASCENDIS PHARMA A/S | ASND | 87,804 | $12.1M | 2.17% |
| 21 | HEALTHEQUITY INC | HQY | 125,867 | $12.1M | 2.16% |
| 22 | ENLIVEN THERAPEUTICS INC | ELVN | 535,092 | $12.0M | 2.16% |
| 23 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 947,878 | $12.0M | 2.15% |
| 24 | MERUS N V | N5749R100 | 285,159 | $12.0M | 2.15% |
| 25 | ADMA BIOLOGICS INC | ADMA | 684,230 | $11.7M | 2.10% |
| 26 | ORIC PHARMACEUTICALS INC | ORIC | 1,451,037 | $11.7M | 2.10% |
| 27 | ARCELLX INC | ACLX | 152,356 | $11.7M | 2.09% |
| 28 | APOGEE THERAPEUTICS INC | APGE | 252,725 | $11.4M | 2.05% |
| 29 | HARROW INC | HROW | 304,874 | $10.2M | 1.83% |
| 30 | BIOHAVEN LTD | BHVN | 262,442 | $9.8M | 1.76% |
| 31 | CORMEDIX INC | CRMD | 1,021,421 | $8.3M | 1.48% |
| 32 | ARS PHARMACEUTICALS INC | SPRY | 593,291 | $6.3M | 1.12% |
| 33 | BICARA THERAPEUTICS INC | BCAX | 346,170 | $6.0M | 1.08% |
| 34 | BLUEPRINT MEDICINES CORP | 09627Y109 | 67,143 | $5.9M | 1.05% |
| 35 | SYNDAX PHARMACEUTICALS INC | SNDX | 441,587 | $5.8M | 1.05% |
| 36 | PRAXIS PRECISION MEDICINES I | PRAX | 45,536 | $3.5M | 0.63% |