Filer Name: FIRST TURN MANAGEMENT, LLC
CIK: 1993440
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 36
Portfolio Value: $0.56B

First Turn Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
INSM US INSMED INC 446,980 $31M 5.53% 25.4% -
VRNA US VERONA PHARMA PLC - ADR 641,901 $30M 5.34% 12.0% -
XENE US XENON PHARMACEUTICALS INC 684,986 $27M 4.81% 110.6% -
ARGX US ARGENX SE - ADR 43,078 $26M 4.75% -20.9% -
ITCI US INTRA-CELLULAR THERAPIES INC 294,414 $25M 4.40% 15.5% -
NUVL US NUVALENT INC-A 309,521 $24M 4.34% -13.8% -
CRNX US CRINETICS PHARMACEUTICALS IN 453,376 $23M 4.15% 28.3% -
PCVX US VAXCYTE INC 276,905 $23M 4.06% 30.6% -
MIRM US MIRUM PHARMACEUTICALS INC 506,908 $21M 3.75% -21.7% -
JANX US JANUX THERAPEUTICS INC 383,602 $21M 3.68% 100.0% -
VERA US VERA THERAPEUTICS INC 464,807 $20M 3.52% 42.4% -
ISRG US INTUITIVE SURGICAL INC 35,032 $18M 3.27% 15.8% -
RVMD US REVOLUTION MEDICINES INC 403,915 $18M 3.16% 100.0% -
EXAS US EXACT SCIENCES CORP 309,890 $17M 3.12% 100.0% -
AXSM US AXSOME THERAPEUTICS INC 192,146 $16M 2.91% -24.7% -
NTRA US NATERA INC 99,159 $16M 2.81% -36.3% -
GKOS US GLAUKOS CORP 96,097 $14M 2.58% - -
GERN US GERON CORP 3,893,327 $14M 2.47% 24.6% -
BBIO US BRIDGEBIO PHARMA INC 452,290 $12M 2.22% 13.1% -
ASND US ASCENDIS PHARMA A/S - ADR 87,804 $12M 2.17% -41.7% -
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