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

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