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Livermore
Livermore
ZHEN

First Turn Management, LLC

SEC CIK
0001993440
Latest filing
Aug 14, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 7, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
38
+2 vs. Q2 2024
Portfolio value
$631.6M
+$16.9M (+2.7%) vs. Q2 2024
Filed
Nov 7, 2024
SEC
Holdings of First Turn Management, LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NUVLNuvalent, Inc.COM359,114$36.7M5.8%+106,838+42.3%AddedHistory
ARGXArgenx SESPONSORED ADR54,440$29.5M4.7%−25,538−31.9%ReducedHistory
INSMINSMED IncCOM PAR $.01356,451$26.0M4.1%+33,091+10.2%AddedHistory
MIRMMirum Pharmaceuticals, Inc.COM647,611$25.3M4.0%−55,787−7.9%ReducedHistory
PCVXVaxcyte, Inc.COM211,985$24.2M3.8%−48,296−18.6%ReducedHistory
AXSMAxsome Therapeutics, Inc.COM255,294$22.9M3.6%−81,952−24.3%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM1,187,165$22.9M3.6%+546,776+85.4%AddedHistory
ASNDAscendis Pharma A/SSPONSORED ADR150,593$22.5M3.6%−35,988−19.3%ReducedHistory
NTRANatera, Inc.COM155,650$19.8M3.1%+155,650NewHistory
ITCIIntra-Cellular Therapies, Inc.COM254,800$18.6M3.0%−92,543−26.6%ReducedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM353,376$18.1M2.9%−15,926−4.3%ReducedHistory
TMDXTransMedics Group, Inc.COM114,247$17.9M2.8%−25,533−18.3%ReducedHistory
ACLXArcellx, Inc.COMMON STOCK214,298$17.9M2.8%+214,298NewHistory
BPMCBlueprint Medicines CorpCOM178,929$16.6M2.6%−5,972−3.2%ReducedHistory
VRNAVerona Pharma plcSPONSORED ADS572,928$16.5M2.6%+572,928NewHistory
VRTXVertex Pharmaceuticals IncStock35,222$16.4M2.6%−15,470−30.5%ReducedHistory
BHVNBiohaven Ltd.COM315,816$15.8M2.5%−50,203−13.7%ReducedHistory
ESTAEstablishment Labs Holdings Inc.COM357,003$15.4M2.4%−12,977−3.5%ReducedHistory
MRUSMerus N.V.COM308,014$15.4M2.4%−13,892−4.3%ReducedHistory
ORICOric Pharmaceuticals, Inc.COM1,451,037$14.9M2.4%−64,923−4.3%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW30,254$14.9M2.4%−11,647−27.8%ReducedHistory
HROWHarrow, Inc.COM326,582$14.7M2.3%+326,582NewHistory
VERAVera Therapeutics, Inc.CL A326,494$14.4M2.3%+113,550+53.3%AddedHistory
BCAXBicara Therapeutics Inc.COM562,391$14.3M2.3%+562,391NewHistory
GERNGeron CorpCOM3,124,967$14.2M2.2%+3,124,967NewHistory
ELVNEnliven Therapeutics, Inc.COM535,092$13.7M2.2%+121,849+29.5%AddedHistory
ADMAAdma Biologics, Inc.COM664,985$13.3M2.1%+664,985NewHistory
DAWNDay One Biopharmaceuticals, Inc.Stock947,878$13.2M2.1%+947,878NewHistory
RGENRepligen CorpCOM88,714$13.2M2.1%+88,714NewHistory
XENEXenon Pharmaceuticals Inc.COM325,218$12.8M2.0%−14,658−4.3%ReducedHistory
GKOSGLAUKOS CorpCOM96,097$12.5M2.0%+96,097NewHistory
KRYSKrystal Biotech, Inc.COM67,942$12.4M2.0%−41,280−37.8%ReducedHistory
CYTKCytokinetics IncCOM NEW223,147$11.8M1.9%−70,171−23.9%ReducedHistory
RCKTRocket Pharmaceuticals, Inc.COM621,306$11.5M1.8%+60,317+10.8%AddedHistory
BBIOBridgeBio Pharma, Inc.COM399,781$10.2M1.6%+399,781NewHistory
RLAYRelay Therapeutics, Inc.COM1,226,354$8.68M1.4%+1,226,354NewHistory
SPRYARS Pharmaceuticals, Inc.COM593,291$8.60M1.4%+593,291NewHistory
KALVKalVista Pharmaceuticals, Inc.COM355,000$4.11M0.7%−704,540−66.5%ReducedHistory

Sold out since Q2 2024 (11)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of First Turn Management, LLC sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
SRPTSarepta Therapeutics, Inc.COM181,669$28.7M4.7%History
IMVTImmunovant, Inc.COM695,428$18.4M3.0%History
DXCMDexcom IncCOM160,096$18.2M3.0%History
ATECAlphatec Holdings, Inc.COM NEW1,360,410$14.2M2.3%History
IDYAIDEAYA Biosciences, Inc.COM397,782$14.0M2.3%History
RVMDRevolution Medicines, Inc.COM329,519$12.8M2.1%History
APGEApogee Therapeutics, Inc.COM318,327$12.5M2.0%History
SYRESpyre Therapeutics, Inc.COM NEW464,435$10.9M1.8%History
SLNSilence Therapeutics plcADS537,338$10.2M1.7%History
IMCRImmunocore Holdings plcADS291,086$9.86M1.6%History
IRONDisc Medicine, Inc.COM138,907$6.26M1.0%History