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

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