First Turn Management as of March 31, 2024
Portfolio Holdings for First Turn Management
First Turn Management holds 34 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shockwave Med (SWAV) | 4.8 | $32M | 98k | 325.63 | |
| Argenx Se Sponsored Adr (ARGX) | 4.7 | $32M | 80k | 393.72 | |
| Cytokinetics Com New (CYTK) | 4.5 | $30M | 430k | 70.11 | |
| Xenon Pharmaceuticals (XENE) | 4.4 | $29M | 680k | 43.05 | |
| Sarepta Therapeutics (SRPT) | 4.3 | $29M | 222k | 129.46 | |
| Axsome Therapeutics (AXSM) | 4.1 | $27M | 342k | 79.80 | |
| Dex (DXCM) | 4.0 | $27M | 193k | 138.70 | |
| Immunocore Hldgs Ads (IMCR) | 3.8 | $26M | 395k | 65.00 | |
| Apogee Therapeutics (APGE) | 3.8 | $25M | 380k | 66.45 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.7 | $25M | 59k | 418.01 | |
| Mirum Pharmaceuticals (MIRM) | 3.6 | $24M | 959k | 25.12 | |
| Biohaven (BHVN) | 3.5 | $24M | 432k | 54.69 | |
| Krystal Biotech (KRYS) | 3.5 | $23M | 131k | 177.93 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 3.4 | $23M | 152k | 151.17 | |
| Transmedics Group (TMDX) | 3.3 | $22M | 297k | 73.94 | |
| Day One Biopharmaceuticals I (DAWN) | 3.3 | $22M | 1.3M | 16.52 | |
| Nuvalent Inc-a (NUVL) | 3.0 | $20M | 266k | 75.09 | |
| Ionis Pharmaceuticals (IONS) | 2.7 | $18M | 422k | 43.35 | |
| Vaxcyte (PCVX) | 2.7 | $18M | 260k | 68.31 | |
| Spyre Therapeutics Com New (SYRE) | 2.6 | $18M | 464k | 37.93 | |
| Ideaya Biosciences (IDYA) | 2.6 | $18M | 398k | 43.88 | |
| Immunovant (IMVT) | 2.5 | $17M | 513k | 32.31 | |
| Disc Medicine (IRON) | 2.4 | $16M | 253k | 62.26 | |
| Verona Pharma Sponsored Ads (VRNA) | 2.3 | $16M | 973k | 16.09 | |
| Oric Pharmaceuticals (ORIC) | 2.3 | $15M | 1.1M | 13.75 | |
| Intra Cellular Therapies (ITCI) | 2.1 | $14M | 207k | 69.20 | |
| Kalvista Pharmaceuticals (KALV) | 2.1 | $14M | 1.2M | 11.86 | |
| Alphatec Hldgs Com New (ATEC) | 2.0 | $14M | 991k | 13.79 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 1.9 | $13M | 228k | 56.09 | |
| Eyepoint Pharmaceuticals Com New (EYPT) | 1.8 | $12M | 585k | 20.67 | |
| Viking Therapeutics (VKTX) | 1.6 | $11M | 128k | 82.00 | |
| Rocket Pharmaceuticals (RCKT) | 1.0 | $6.8M | 251k | 26.94 | |
| Tyra Biosciences (TYRA) | 0.9 | $6.3M | 381k | 16.40 | |
| Vera Therapeutics Cl A (VERA) | 0.8 | $5.1M | 118k | 43.12 |
