First Turn Management, LLC
- SEC CIK
- 0001993440
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 8, 2024. Long positions only.
- Positions
- 31
- No filing for Q3 2023
- Portfolio value
- $696.3M
- No filing for Q3 2023
First Turn Management, LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SLGCWSomaLogic, Inc. | *W EXP 03/01/202 | 17,953 | $2.15K | <0.1% | – | – | History |
| CABACabaletta Bio, Inc. | COM | 175,359 | $3.98M | 0.6% | – | – | History |
| EYPTEyePoint, Inc. | COM NEW | 317,010 | $7.33M | 1.1% | – | – | History |
| IRONDisc Medicine, Inc. | COM | 157,274 | $9.08M | 1.3% | – | – | History |
| SWAVShockwave Medical, Inc. | COM | 57,484 | $11.0M | 1.6% | – | – | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 382,382 | $13.6M | 2.0% | – | – | History |
| ROIVRoivant Sciences Ltd. | SHS | 1,363,504 | $15.3M | 2.2% | – | – | History |
| ITCIIntra-Cellular Therapies, Inc. | COM | 217,425 | $15.6M | 2.2% | – | – | History |
| IONSIonis Pharmaceuticals Inc | COM | 356,679 | $18.0M | 2.6% | – | – | History |
| NUVLNuvalent, Inc. | COM | 255,897 | $18.8M | 2.7% | – | – | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 151,587 | $19.1M | 2.7% | – | – | History |
| SRPTSarepta Therapeutics, Inc. | COM | 203,882 | $19.7M | 2.8% | – | – | History |
| BHVNBiohaven Ltd. | COM | 477,314 | $20.4M | 2.9% | – | – | History |
| IMVTImmunovant, Inc. | COM | 512,893 | $21.6M | 3.1% | – | – | History |
| PCVXVaxcyte, Inc. | COM | 357,528 | $22.5M | 3.2% | – | – | History |
| IMCRImmunocore Holdings plc | ADS | 343,079 | $23.4M | 3.4% | – | – | History |
| AXSMAxsome Therapeutics, Inc. | COM | 295,428 | $23.5M | 3.4% | – | – | History |
| DXCMDexcom Inc | COM | 192,932 | $23.9M | 3.4% | – | – | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 1,206,291 | $24.0M | 3.4% | – | – | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 836,302 | $24.7M | 3.5% | – | – | History |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,700,949 | $24.8M | 3.6% | – | – | History |
| PODDInsulet Corp | Stock | 115,366 | $25.0M | 3.6% | – | – | History |
| TMDXTransMedics Group, Inc. | COM | 323,185 | $25.5M | 3.7% | – | – | History |
| KRTXKaruna Therapeutics, Inc. | COM | 87,369 | $27.7M | 4.0% | – | – | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 476,079 | $28.6M | 4.1% | – | – | History |
| KRYSKrystal Biotech, Inc. | COM | 242,185 | $30.0M | 4.3% | – | – | History |
| XENEXenon Pharmaceuticals Inc. | COM | 680,389 | $31.3M | 4.5% | – | – | History |
| ARGXArgenx SE | SPONSORED ADR | 83,403 | $31.7M | 4.6% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 81,683 | $33.2M | 4.8% | – | – | History |
| CBAYCymaBay Therapeutics, Inc. | COM | 1,497,331 | $35.4M | 5.1% | – | – | History |
| CYTKCytokinetics Inc | COM NEW | 807,444 | $67.4M | 9.7% | – | – | History |