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Livermore
Livermore
ZHEN

First Turn Management, LLC

SEC CIK
0001993440
Latest filing
Aug 14, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 6, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
34
+3 vs. Q4 2023
Portfolio value
$668.5M
−$27.9M (−4.0%) vs. Q4 2023
Filed
May 6, 2024
SEC
Holdings of First Turn Management, LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
SWAVShockwave Medical, Inc.COM98,111$31.9M4.8%+40,627+70.7%AddedHistory
ARGXArgenx SESPONSORED ADR79,978$31.5M4.7%−3,425−4.1%ReducedHistory
CYTKCytokinetics IncCOM NEW430,349$30.2M4.5%−377,095−46.7%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM680,389$29.3M4.4%00.0%UnchangedHistory
SRPTSarepta Therapeutics, Inc.COM221,748$28.7M4.3%+17,866+8.8%AddedHistory
AXSMAxsome Therapeutics, Inc.COM342,173$27.3M4.1%+46,745+15.8%AddedHistory
DXCMDexcom IncCOM192,932$26.8M4.0%00.0%UnchangedHistory
IMCRImmunocore Holdings plcADS394,674$25.7M3.8%+51,595+15.0%AddedHistory
APGEApogee Therapeutics, Inc.COM379,803$25.2M3.8%+379,803NewHistory
VRTXVertex Pharmaceuticals IncStock58,832$24.6M3.7%−22,851−28.0%ReducedHistory
MIRMMirum Pharmaceuticals, Inc.COM958,654$24.1M3.6%+122,352+14.6%AddedHistory
BHVNBiohaven Ltd.COM432,342$23.6M3.5%−44,972−9.4%ReducedHistory
KRYSKrystal Biotech, Inc.COM130,850$23.3M3.5%−111,335−46.0%ReducedHistory
ASNDAscendis Pharma A/SSPONSORED ADR151,587$22.9M3.4%00.0%UnchangedHistory
TMDXTransMedics Group, Inc.COM297,377$22.0M3.3%−25,808−8.0%ReducedHistory
DAWNDay One Biopharmaceuticals, Inc.Stock1,318,207$21.8M3.3%−382,742−22.5%ReducedHistory
NUVLNuvalent, Inc.COM265,897$20.0M3.0%+10,000+3.9%AddedHistory
IONSIonis Pharmaceuticals IncCOM421,487$18.3M2.7%+64,808+18.2%AddedHistory
PCVXVaxcyte, Inc.COM260,281$17.8M2.7%−97,247−27.2%ReducedHistory
SYRESpyre Therapeutics, Inc.COM NEW464,435$17.6M2.6%+464,435NewHistory
IDYAIDEAYA Biosciences, Inc.COM397,782$17.5M2.6%+15,400+4.0%AddedHistory
IMVTImmunovant, Inc.COM512,893$16.6M2.5%00.0%UnchangedHistory
IRONDisc Medicine, Inc.COM252,673$15.7M2.4%+95,399+60.7%AddedHistory
VRNAVerona Pharma plcSPONSORED ADS973,130$15.7M2.3%−233,161−19.3%ReducedHistory
ORICOric Pharmaceuticals, Inc.COM1,097,571$15.1M2.3%+1,097,571NewHistory
ITCIIntra-Cellular Therapies, Inc.COM206,707$14.3M2.1%−10,718−4.9%ReducedHistory
KALVKalVista Pharmaceuticals, Inc.COM1,179,420$14.0M2.1%+1,179,420NewHistory
ATECAlphatec Holdings, Inc.COM NEW990,618$13.7M2.0%+990,618NewHistory
LEGNLegend Biotech CorpSPONSORED ADS228,251$12.8M1.9%−247,828−52.1%ReducedHistory
EYPTEyePoint, Inc.COM NEW585,447$12.1M1.8%+268,437+84.7%AddedHistory
VKTXViking Therapeutics, Inc.COM128,064$10.5M1.6%+128,064NewHistory
RCKTRocket Pharmaceuticals, Inc.COM250,870$6.76M1.0%+250,870NewHistory
TYRATyra Biosciences, Inc.COM381,210$6.25M0.9%+381,210NewHistory
VERAVera Therapeutics, Inc.CL A118,260$5.10M0.8%+118,260NewHistory

Sold out since Q4 2023 (6)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of First Turn Management, LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
CBAYCymaBay Therapeutics, Inc.COM1,497,331$35.4M5.1%History
KRTXKaruna Therapeutics, Inc.COM87,369$27.7M4.0%History
PODDInsulet CorpStock115,366$25.0M3.6%History
ROIVRoivant Sciences Ltd.SHS1,363,504$15.3M2.2%History
CABACabaletta Bio, Inc.COM175,359$3.98M0.6%History
SLGCWSomaLogic, Inc.*W EXP 03/01/20217,953$2.15K<0.1%History