First Turn Management, LLC Top Holdings and 13F Report (2024) About First Turn Management, LLCInvestment ActivityFirst Turn Management, LLC has $631.61 million in total holdings as of September 30, 2024.First Turn Management, LLC owns shares of 38 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 33.27% of the portfolio was purchased this quarter.About 37.95% of the portfolio was sold this quarter.This quarter, First Turn Management, LLC has purchased 36 new stocks and bought additional shares in 6 stocks.First Turn Management, LLC sold shares of 19 stocks and completely divested from 11 stocks this quarter.Largest Holdings Nuvalent $36,737,362argenx $29,510,835Insmed $26,020,923Mirum Pharmaceuticals $25,256,829Vaxcyte $24,223,526 Largest New Holdings this Quarter Natera $19,759,768 HoldingArcellx $17,896,026 HoldingVerona Pharma $16,483,139 HoldingHarrow $14,683,127 HoldingBICARA THERAPEUTICS INC $14,324,099 Holding Largest Purchases this Quarter Natera 155,650 shares (about $19.76M)Arcellx 214,298 shares (about $17.90M)Verona Pharma 572,928 shares (about $16.48M)Harrow 326,582 shares (about $14.68M)BICARA THERAPEUTICS INC 562,391 shares (about $14.32M) Largest Sales this Quarter argenx 25,538 shares (about $13.84M)KalVista Pharmaceuticals 704,540 shares (about $8.16M)Krystal Biotech 41,280 shares (about $7.51M)Axsome Therapeutics 81,952 shares (about $7.37M)Vertex Pharmaceuticals 15,470 shares (about $7.19M) 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 PortfolioSectorNUVLNuvalent$36,737,362$10,929,527 ▲42.3%359,1145.8%MedicalARGXargenx$29,510,835$13,843,639 ▼-31.9%54,4404.7%MedicalINSMInsmed$26,020,923$2,415,643 ▲10.2%356,4514.1%MedicalMIRMMirum Pharmaceuticals$25,256,829$2,175,693 ▼-7.9%647,6114.0%MedicalPCVXVaxcyte$24,223,526$5,518,784 ▼-18.6%211,9853.8%MedicalAXSMAxsome Therapeutics$22,943,272$7,365,026 ▼-24.3%255,2943.6%MedicalSNDXSyndax Pharmaceuticals$22,852,926$10,525,438 ▲85.4%1,187,1653.6%MedicalASNDAscendis Pharma A/S$22,485,041$5,373,368 ▼-19.3%150,5933.6%MedicalNTRANatera$19,759,768$19,759,768 ▲New Holding155,6503.1%MedicalITCIIntra-Cellular Therapies$18,643,716$6,771,371 ▼-26.6%254,8003.0%MedicalCRNXCrinetics Pharmaceuticals$18,057,514$813,819 ▼-4.3%353,3762.9%MedicalTMDXTransMedics Group$17,936,779$4,008,681 ▼-18.3%114,2472.8%MedicalACLXArcellx$17,896,026$17,896,026 ▲New Holding214,2982.8%MedicalBPMCBlueprint Medicines$16,550,933$552,410 ▼-3.2%178,9292.6%MedicalVRNAVerona Pharma$16,483,139$16,483,139 ▲New Holding572,9282.6%MedicalVRTXVertex Pharmaceuticals$16,381,048$7,194,788 ▼-30.5%35,2222.6%MedicalBHVNBiohaven$15,781,326$2,508,644 ▼-13.7%315,8162.5%MedicalESTAEstablishment Labs$15,447,520$561,515 ▼-3.5%357,0032.4%MedicalMRUSMerus$15,388,379$694,044 ▼-4.3%308,0142.4%MedicalORICORIC Pharmaceuticals$14,873,129$665,461 ▼-4.3%1,451,0372.4%MedicalISRGIntuitive Surgical$14,862,883$5,721,822 ▼-27.8%30,2542.4%MedicalHROWHarrow$14,683,127$14,683,127 ▲New Holding326,5822.3%MedicalVERAVera Therapeutics$14,431,035$5,018,910 ▲53.3%326,4942.3%MedicalBICARA THERAPEUTICS INC$14,324,099$14,324,099 ▲New Holding562,3912.3%COMGERNGeron$14,187,350$14,187,350 ▲New Holding3,124,9672.2%MedicalELVNEnliven Therapeutics$13,666,250$3,112,024 ▲29.5%535,0922.2%MedicalADMAADMA Biologics$13,293,050$13,293,050 ▲New Holding664,9852.1%MedicalDAWNDay One Biopharmaceuticals$13,203,941$13,203,941 ▲New Holding947,8782.1%MedicalRGENRepligen$13,202,417$13,202,417 ▲New Holding88,7142.1%MedicalXENEXenon Pharmaceuticals$12,803,833$577,085 ▼-4.3%325,2182.0%MedicalGKOSGlaukos$12,519,517$12,519,517 ▲New Holding96,0972.0%MedicalKRYSKrystal Biotech$12,367,482$7,514,198 ▼-37.8%67,9422.0%MedicalCYTKCytokinetics$11,782,162$3,705,029 ▼-23.9%223,1471.9%MedicalRCKTRocket Pharmaceuticals$11,475,522$1,114,055 ▲10.8%621,3061.8%MedicalBBIOBridgeBio Pharma$10,178,424$10,178,424 ▲New Holding399,7811.6%MedicalRLAYRelay Therapeutics$8,682,586$8,682,586 ▲New Holding1,226,3541.4%MedicalSPRYARS Pharmaceuticals$8,602,720$8,602,720 ▲New Holding593,2911.4%MedicalKALVKalVista Pharmaceuticals$4,110,900$8,158,573 ▼-66.5%355,0000.7%MedicalSRPTSarepta Therapeutics$0$28,703,702 ▼-100.0%00.0%MedicalIMVTImmunovant$0$18,359,299 ▼-100.0%00.0%MedicalDXCMDexCom$0$18,151,684 ▼-100.0%00.0%MedicalATECAlphatec$0$14,216,285 ▼-100.0%00.0%MedicalIDYAIDEAYA Biosciences$0$13,966,126 ▼-100.0%00.0%MedicalRVMDRevolution Medicines$0$12,788,632 ▼-100.0%00.0%MedicalAPOGEE THERAPEUTICS INC$0$12,526,167 ▼-100.0%00.0%COMSPYRE THERAPEUTICS INC$0$10,918,867 ▼-100.0%00.0%COM NEWSLNSilence Therapeutics$0$10,209,422 ▼-100.0%00.0%MedicalIMCRImmunocore$0$9,864,905 ▼-100.0%00.0%MedicalIRONDisc Medicine$0$6,260,538 ▼-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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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