First Turn Management, LLC
- SEC CIK
- 0001993440
- 最新申報
- 2026/8/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/8 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 36
- 較 2024 年第 1 季 +2
- 總值
- $6.15 億
- 較 2024 年第 1 季 −$5,373 萬 (−8.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ARGXArgenx SE | SPONSORED ADR | 79,978 | $3,439 萬 | 5.6% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 181,669 | $2,870 萬 | 4.7% | −40,079−18.1% | 減碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 337,246 | $2,715 萬 | 4.4% | −4,927−1.4% | 減碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 186,581 | $2,545 萬 | 4.1% | +34,994+23.1% | 加碼 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 703,398 | $2,405 萬 | 3.9% | −255,256−26.6% | 減碼 | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 347,343 | $2,379 萬 | 3.9% | +140,636+68.0% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 50,692 | $2,376 萬 | 3.9% | −8,140−13.8% | 減碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 323,360 | $2,167 萬 | 3.5% | +323,360 | 新進 | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 139,780 | $2,105 萬 | 3.4% | −157,597−53.0% | 減碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 109,222 | $2,006 萬 | 3.3% | −21,628−16.5% | 減碼 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 184,901 | $1,993 萬 | 3.2% | +184,901 | 新進 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 260,281 | $1,965 萬 | 3.2% | 00.0% | 不變 | 歷史 |
| NUVLNuvalent, Inc. | COM | 252,276 | $1,914 萬 | 3.1% | −13,621−5.1% | 減碼 | 歷史 |
| MRUSMerus N.V. | COM | 321,906 | $1,905 萬 | 3.1% | +321,906 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 41,901 | $1,864 萬 | 3.0% | +41,901 | 新進 | 歷史 |
| IMVTImmunovant, Inc. | COM | 695,428 | $1,836 萬 | 3.0% | +182,535+35.6% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 160,096 | $1,815 萬 | 3.0% | −32,836−17.0% | 減碼 | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 369,980 | $1,681 萬 | 2.7% | +369,980 | 新進 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 369,302 | $1,654 萬 | 2.7% | +369,302 | 新進 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 293,318 | $1,589 萬 | 2.6% | −137,031−31.8% | 減碼 | 歷史 |
| ATECAlphatec Holdings, Inc. | COM NEW | 1,360,410 | $1,422 萬 | 2.3% | +369,792+37.3% | 加碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 397,782 | $1,397 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 339,876 | $1,325 萬 | 2.2% | −340,513−50.0% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 640,389 | $1,315 萬 | 2.1% | +640,389 | 新進 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 329,519 | $1,279 萬 | 2.1% | +329,519 | 新進 | 歷史 |
| BHVNBiohaven Ltd. | COM | 366,019 | $1,270 萬 | 2.1% | −66,323−15.3% | 減碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 318,327 | $1,253 萬 | 2.0% | −61,476−16.2% | 減碼 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 1,059,540 | $1,248 萬 | 2.0% | −119,880−10.2% | 減碼 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 560,989 | $1,208 萬 | 2.0% | +310,119+123.6% | 加碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 464,435 | $1,092 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 1,515,960 | $1,072 萬 | 1.7% | +418,389+38.1% | 加碼 | 歷史 |
| SLNSilence Therapeutics plc | ADS | 537,338 | $1,021 萬 | 1.7% | +537,338 | 新進 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 291,086 | $986.5 萬 | 1.6% | −103,588−26.2% | 減碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 413,243 | $965.7 萬 | 1.6% | +413,243 | 新進 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 212,944 | $770.4 萬 | 1.3% | +94,684+80.1% | 加碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 138,907 | $626.1 萬 | 1.0% | −113,766−45.0% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（8 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SWAVShockwave Medical, Inc. | COM | 98,111 | $3,195 萬 | 4.8% | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,318,207 | $2,178 萬 | 3.3% | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 421,487 | $1,827 萬 | 2.7% | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 973,130 | $1,566 萬 | 2.3% | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 228,251 | $1,280 萬 | 1.9% | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 585,447 | $1,210 萬 | 1.8% | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 128,064 | $1,050 萬 | 1.6% | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 381,210 | $625.2 萬 | 0.9% | 歷史 |