First Turn Management, LLC
- SEC CIK
- 0001993440
- 最新申報
- 2026/8/14
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/6 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 34
- 較 2023 年第 4 季 +3
- 總值
- $6.68 億
- 較 2023 年第 4 季 −$2,787 萬 (−4.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SWAVShockwave Medical, Inc. | COM | 98,111 | $3,195 萬 | 4.8% | +40,627+70.7% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 79,978 | $3,149 萬 | 4.7% | −3,425−4.1% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 430,349 | $3,017 萬 | 4.5% | −377,095−46.7% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 680,389 | $2,929 萬 | 4.4% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 221,748 | $2,871 萬 | 4.3% | +17,866+8.8% | 加碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 342,173 | $2,731 萬 | 4.1% | +46,745+15.8% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 192,932 | $2,676 萬 | 4.0% | 00.0% | 不變 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 394,674 | $2,565 萬 | 3.8% | +51,595+15.0% | 加碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 379,803 | $2,524 萬 | 3.8% | +379,803 | 新進 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 58,832 | $2,459 萬 | 3.7% | −22,851−28.0% | 減碼 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 958,654 | $2,408 萬 | 3.6% | +122,352+14.6% | 加碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 432,342 | $2,364 萬 | 3.5% | −44,972−9.4% | 減碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 130,850 | $2,328 萬 | 3.5% | −111,335−46.0% | 減碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 151,587 | $2,292 萬 | 3.4% | 00.0% | 不變 | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 297,377 | $2,199 萬 | 3.3% | −25,808−8.0% | 減碼 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,318,207 | $2,178 萬 | 3.3% | −382,742−22.5% | 減碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 265,897 | $1,997 萬 | 3.0% | +10,000+3.9% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 421,487 | $1,827 萬 | 2.7% | +64,808+18.2% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 260,281 | $1,778 萬 | 2.7% | −97,247−27.2% | 減碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 464,435 | $1,762 萬 | 2.6% | +464,435 | 新進 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 397,782 | $1,745 萬 | 2.6% | +15,400+4.0% | 加碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 512,893 | $1,657 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 252,673 | $1,573 萬 | 2.4% | +95,399+60.7% | 加碼 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 973,130 | $1,566 萬 | 2.3% | −233,161−19.3% | 減碼 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 1,097,571 | $1,509 萬 | 2.3% | +1,097,571 | 新進 | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 206,707 | $1,430 萬 | 2.1% | −10,718−4.9% | 減碼 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 1,179,420 | $1,399 萬 | 2.1% | +1,179,420 | 新進 | 歷史 |
| ATECAlphatec Holdings, Inc. | COM NEW | 990,618 | $1,366 萬 | 2.0% | +990,618 | 新進 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 228,251 | $1,280 萬 | 1.9% | −247,828−52.1% | 減碼 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 585,447 | $1,210 萬 | 1.8% | +268,437+84.7% | 加碼 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 128,064 | $1,050 萬 | 1.6% | +128,064 | 新進 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 250,870 | $675.8 萬 | 1.0% | +250,870 | 新進 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 381,210 | $625.2 萬 | 0.9% | +381,210 | 新進 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 118,260 | $509.9 萬 | 0.8% | +118,260 | 新進 | 歷史 |
2023 年第 4 季之後清倉（6 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CBAYCymaBay Therapeutics, Inc. | COM | 1,497,331 | $3,537 萬 | 5.1% | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 87,369 | $2,765 萬 | 4.0% | 歷史 |
| PODDInsulet Corp | Stock | 115,366 | $2,503 萬 | 3.6% | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 1,363,504 | $1,531 萬 | 2.2% | 歷史 |
| CABACabaletta Bio, Inc. | COM | 175,359 | $398.1 萬 | 0.6% | 歷史 |
| SLGCWSomaLogic, Inc. | *W EXP 03/01/202 | 17,953 | $2,154 | <0.1% | 歷史 |