First Turn Management, LLC Top Holdings and 13F Report (2024) → Obama’s Forever Term [exposed] (From Porter & Company) (Ad) About First Turn Management, LLCInvestment ActivityFirst Turn Management, LLC has $668.45 million in total holdings as of March 31, 2024.First Turn Management, LLC owns shares of 34 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 23.28% of the portfolio was purchased this quarter.About 29.95% of the portfolio was sold this quarter.This quarter, First Turn Management, LLC has purchased 31 new stocks and bought additional shares in 10 stocks.First Turn Management, LLC sold shares of 11 stocks and completely divested from 6 stocks this quarter.Largest Holdings Shockwave Medical $31,947,885argenx $31,488,938Cytokinetics $30,171,768Xenon Pharmaceuticals $29,290,746Sarepta Therapeutics $28,707,496 Largest New Holdings this Quarter APOGEE THERAPEUTICS INC $25,237,909 HoldingSPYRE THERAPEUTICS INC $17,616,020 HoldingORIC Pharmaceuticals $15,091,601 HoldingKalVista Pharmaceuticals $13,987,921 HoldingAlphatec $13,660,622 Holding Largest Purchases this Quarter APOGEE THERAPEUTICS INC 379,803 shares (about $25.24M)SPYRE THERAPEUTICS INC 464,435 shares (about $17.62M)ORIC Pharmaceuticals 1,097,571 shares (about $15.09M)KalVista Pharmaceuticals 1,179,420 shares (about $13.99M)Alphatec 990,618 shares (about $13.66M) Largest Sales this Quarter Cytokinetics 377,095 shares (about $26.44M)Krystal Biotech 111,335 shares (about $19.81M)Legend Biotech 247,828 shares (about $13.90M)Vertex Pharmaceuticals 22,851 shares (about $9.55M)Vaxcyte 97,247 shares (about $6.64M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst Turn Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSWAVShockwave Medical$31,947,885$13,229,370 ▲70.7%98,1114.8%MedicalARGXargenx$31,488,938$1,348,491 ▼-4.1%79,9784.7%MedicalCYTKCytokinetics$30,171,768$26,438,130 ▼-46.7%430,3494.5%MedicalXENEXenon Pharmaceuticals$29,290,7460.0%680,3894.4%MedicalSRPTSarepta Therapeutics$28,707,496$2,312,932 ▲8.8%221,7484.3%MedicalAXSMAxsome Therapeutics$27,305,405$3,730,251 ▲15.8%342,1734.1%MedicalDXCMDexCom$26,759,6680.0%192,9324.0%MedicalIMCRImmunocore$25,653,810$3,353,675 ▲15.0%394,6743.8%MedicalAPOGEE THERAPEUTICS INC$25,237,909$25,237,909 ▲New Holding379,8033.8%COMVRTXVertex Pharmaceuticals$24,592,364$9,551,946 ▼-28.0%58,8323.7%MedicalMIRMMirum Pharmaceuticals$24,081,388$3,073,482 ▲14.6%958,6543.6%MedicalBHVNBiohaven$23,644,784$2,459,519 ▼-9.4%432,3423.5%MedicalKRYSKrystal Biotech$23,282,140$19,809,836 ▼-46.0%130,8503.5%MedicalASNDAscendis Pharma A/S$22,915,4070.0%151,5873.4%MedicalTMDXTransMedics Group$21,988,055$1,908,243 ▼-8.0%297,3773.3%MedicalDAWNDay One Biopharmaceuticals$21,776,780$6,322,898 ▼-22.5%1,318,2073.3%MedicalNUVLNuvalent$19,966,206$750,900 ▲3.9%265,8973.0%MedicalIONSIonis Pharmaceuticals$18,271,461$2,809,427 ▲18.2%421,4872.7%MedicalPCVXVaxcyte$17,779,795$6,642,943 ▼-27.2%260,2812.7%MedicalSPYRE THERAPEUTICS INC$17,616,020$17,616,020 ▲New Holding464,4352.6%COM NEWIDYAIDEAYA Biosciences$17,454,674$675,752 ▲4.0%397,7822.6%MedicalIMVTImmunovant$16,571,5730.0%512,8932.5%MedicalIRONDisc Medicine$15,731,421$5,939,542 ▲60.7%252,6732.4%MedicalVRNAVerona Pharma$15,657,662$3,751,561 ▼-19.3%973,1302.3%MedicalORICORIC Pharmaceuticals$15,091,601$15,091,601 ▲New Holding1,097,5712.3%MedicalITCIIntra-Cellular Therapies$14,304,124$741,686 ▼-4.9%206,7072.1%MedicalKALVKalVista Pharmaceuticals$13,987,921$13,987,921 ▲New Holding1,179,4202.1%MedicalATECAlphatec$13,660,622$13,660,622 ▲New Holding990,6182.0%MedicalLEGNLegend Biotech$12,802,599$13,900,673 ▼-52.1%228,2511.9%MedicalEYPTEyePoint Pharmaceuticals$12,101,189$5,548,593 ▲84.7%585,4471.8%MedicalVKTXViking Therapeutics$10,501,248$10,501,248 ▲New Holding128,0641.6%MedicalRCKTRocket Pharmaceuticals$6,758,438$6,758,438 ▲New Holding250,8701.0%MedicalTYRATyra Biosciences$6,251,844$6,251,844 ▲New Holding381,2100.9%MedicalVERAVera Therapeutics$5,099,371$5,099,371 ▲New Holding118,2600.8%MedicalCBAYCymaBay Therapeutics$0$35,366,958 ▼-100.0%00.0%MedicalKRTXKaruna Therapeutics$0$27,653,162 ▼-100.0%00.0%MedicalPODDInsulet$0$25,032,115 ▼-100.0%00.0%MedicalROIVRoivant Sciences$0$15,312,150 ▼-100.0%00.0%MedicalCABACabaletta Bio$0$3,980,649 ▼-100.0%00.0%MedicalSLGCWSomaLogic$0$2,154 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
