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Livermore
Livermore
ZHEN

First Turn Management, LLC

SEC CIK
0001993440
Latest filing
Aug 14, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 8, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
36
+2 vs. Q1 2024
Portfolio value
$614.7M
−$53.7M (−8.0%) vs. Q1 2024
Filed
Aug 8, 2024
SEC
Holdings of First Turn Management, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
ARGXArgenx SESPONSORED ADR79,978$34.4M5.6%00.0%UnchangedHistory
SRPTSarepta Therapeutics, Inc.COM181,669$28.7M4.7%−40,079−18.1%ReducedHistory
AXSMAxsome Therapeutics, Inc.COM337,246$27.1M4.4%−4,927−1.4%ReducedHistory
ASNDAscendis Pharma A/SSPONSORED ADR186,581$25.4M4.1%+34,994+23.1%AddedHistory
MIRMMirum Pharmaceuticals, Inc.COM703,398$24.0M3.9%−255,256−26.6%ReducedHistory
ITCIIntra-Cellular Therapies, Inc.COM347,343$23.8M3.9%+140,636+68.0%AddedHistory
VRTXVertex Pharmaceuticals IncStock50,692$23.8M3.9%−8,140−13.8%ReducedHistory
INSMINSMED IncCOM PAR $.01323,360$21.7M3.5%+323,360NewHistory
TMDXTransMedics Group, Inc.COM139,780$21.1M3.4%−157,597−53.0%ReducedHistory
KRYSKrystal Biotech, Inc.COM109,222$20.1M3.3%−21,628−16.5%ReducedHistory
BPMCBlueprint Medicines CorpCOM184,901$19.9M3.2%+184,901NewHistory
PCVXVaxcyte, Inc.COM260,281$19.7M3.2%00.0%UnchangedHistory
NUVLNuvalent, Inc.COM252,276$19.1M3.1%−13,621−5.1%ReducedHistory
MRUSMerus N.V.COM321,906$19.0M3.1%+321,906NewHistory
ISRGIntuitive Surgical IncCOM NEW41,901$18.6M3.0%+41,901NewHistory
IMVTImmunovant, Inc.COM695,428$18.4M3.0%+182,535+35.6%AddedHistory
DXCMDexcom IncCOM160,096$18.2M3.0%−32,836−17.0%ReducedHistory
ESTAEstablishment Labs Holdings Inc.COM369,980$16.8M2.7%+369,980NewHistory
CRNXCrinetics Pharmaceuticals, Inc.COM369,302$16.5M2.7%+369,302NewHistory
CYTKCytokinetics IncCOM NEW293,318$15.9M2.6%−137,031−31.8%ReducedHistory
ATECAlphatec Holdings, Inc.COM NEW1,360,410$14.2M2.3%+369,792+37.3%AddedHistory
IDYAIDEAYA Biosciences, Inc.COM397,782$14.0M2.3%00.0%UnchangedHistory
XENEXenon Pharmaceuticals Inc.COM339,876$13.3M2.2%−340,513−50.0%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM640,389$13.1M2.1%+640,389NewHistory
RVMDRevolution Medicines, Inc.COM329,519$12.8M2.1%+329,519NewHistory
BHVNBiohaven Ltd.COM366,019$12.7M2.1%−66,323−15.3%ReducedHistory
APGEApogee Therapeutics, Inc.COM318,327$12.5M2.0%−61,476−16.2%ReducedHistory
KALVKalVista Pharmaceuticals, Inc.COM1,059,540$12.5M2.0%−119,880−10.2%ReducedHistory
RCKTRocket Pharmaceuticals, Inc.COM560,989$12.1M2.0%+310,119+123.6%AddedHistory
SYRESpyre Therapeutics, Inc.COM NEW464,435$10.9M1.8%00.0%UnchangedHistory
ORICOric Pharmaceuticals, Inc.COM1,515,960$10.7M1.7%+418,389+38.1%AddedHistory
SLNSilence Therapeutics plcADS537,338$10.2M1.7%+537,338NewHistory
IMCRImmunocore Holdings plcADS291,086$9.86M1.6%−103,588−26.2%ReducedHistory
ELVNEnliven Therapeutics, Inc.COM413,243$9.66M1.6%+413,243NewHistory
VERAVera Therapeutics, Inc.CL A212,944$7.70M1.3%+94,684+80.1%AddedHistory
IRONDisc Medicine, Inc.COM138,907$6.26M1.0%−113,766−45.0%ReducedHistory

Sold out since Q1 2024 (8)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of First Turn Management, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
SWAVShockwave Medical, Inc.COM98,111$31.9M4.8%History
DAWNDay One Biopharmaceuticals, Inc.Stock1,318,207$21.8M3.3%History
IONSIonis Pharmaceuticals IncCOM421,487$18.3M2.7%History
VRNAVerona Pharma plcSPONSORED ADS973,130$15.7M2.3%History
LEGNLegend Biotech CorpSPONSORED ADS228,251$12.8M1.9%History
EYPTEyePoint, Inc.COM NEW585,447$12.1M1.8%History
VKTXViking Therapeutics, Inc.COM128,064$10.5M1.6%History
TYRATyra Biosciences, Inc.COM381,210$6.25M0.9%History