Q4 2024 · 13F-HR
First Turn Management, LLCholdings as filed
Filed 2025-02-14 · accession 0001085146-25-001519
$558.3M
Reported value
36
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 457669307 | INSM | INSMED INC | $30.9M | 5.53% | 446,980 | Common | SOLE |
| 925050106 | VRNA | VERONA PHARMA PLC | $29.8M | 5.34% | 641,901 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $26.9M | 4.81% | 684,986 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $26.5M | 4.75% | 43,078 | Common | SOLE |
| 46116X101 | ITCIEUR | INTRA-CELLULAR THERAPIES INC | $24.6M | 4.40% | 294,414 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $24.2M | 4.34% | 309,521 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $23.2M | 4.15% | 453,376 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $22.7M | 4.06% | 276,905 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $21.0M | 3.75% | 506,908 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $20.5M | 3.68% | 383,602 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $19.7M | 3.52% | 464,807 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $18.3M | 3.27% | 35,032 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $17.7M | 3.16% | 403,915 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $17.4M | 3.12% | 309,890 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $16.3M | 2.91% | 192,146 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $15.7M | 2.81% | 99,159 | Common | SOLE |
| 377322102 | GKOS | GLAUKOS CORP | $14.4M | 2.58% | 96,097 | Common | SOLE |
| 374163103 | GERN | GERON CORP | $13.8M | 2.47% | 3,893,327 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $12.4M | 2.22% | 452,290 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A/S | $12.1M | 2.17% | 87,804 | Common | SOLE |
| 42226A107 | HQY | HEALTHEQUITY INC | $12.1M | 2.16% | 125,867 | Common | SOLE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $12.0M | 2.16% | 535,092 | Common | SOLE |
| 23954D109 | DAWNGBX | DAY ONE BIOPHARMACEUTICALS I | $12.0M | 2.15% | 947,878 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $12.0M | 2.15% | 285,159 | Common | SOLE |
| 000899104 | ADMA | ADMA BIOLOGICS INC | $11.7M | 2.10% | 684,230 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $11.7M | 2.10% | 1,451,037 | Common | SOLE |
| 03940C100 | ACLXGBX | ARCELLX INC | $11.7M | 2.09% | 152,356 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $11.4M | 2.05% | 252,725 | Common | SOLE |
| 415858109 | HROW | HARROW INC | $10.2M | 1.83% | 304,874 | Common | SOLE |
| G1110E107 | BHVN | BIOHAVEN LTD | $9.8M | 1.76% | 262,442 | Common | SOLE |
| 21900C308 | CRMD | CORMEDIX INC | $8.3M | 1.48% | 1,021,421 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $6.3M | 1.12% | 593,291 | Common | SOLE |
| 055477103 | BCAX | BICARA THERAPEUTICS INC | $6.0M | 1.08% | 346,170 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $5.9M | 1.05% | 67,143 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $5.8M | 1.05% | 441,587 | Common | SOLE |
| 74006W207 | PRAX | PRAXIS PRECISION MEDICINES I | $3.5M | 0.63% | 45,536 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.