First Turn Management, LLC
- SEC CIK
- 0001993440
- 最新申報
- 2026/8/14
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/7 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 38
- 較 2024 年第 2 季 +2
- 總值
- $6.32 億
- 較 2024 年第 2 季 +$1,688 萬 (+2.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NUVLNuvalent, Inc. | COM | 359,114 | $3,674 萬 | 5.8% | +106,838+42.3% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 54,440 | $2,951 萬 | 4.7% | −25,538−31.9% | 減碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 356,451 | $2,602 萬 | 4.1% | +33,091+10.2% | 加碼 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 647,611 | $2,526 萬 | 4.0% | −55,787−7.9% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 211,985 | $2,422 萬 | 3.8% | −48,296−18.6% | 減碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 255,294 | $2,294 萬 | 3.6% | −81,952−24.3% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,187,165 | $2,285 萬 | 3.6% | +546,776+85.4% | 加碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 150,593 | $2,249 萬 | 3.6% | −35,988−19.3% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 155,650 | $1,976 萬 | 3.1% | +155,650 | 新進 | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 254,800 | $1,864 萬 | 3.0% | −92,543−26.6% | 減碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 353,376 | $1,806 萬 | 2.9% | −15,926−4.3% | 減碼 | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 114,247 | $1,794 萬 | 2.8% | −25,533−18.3% | 減碼 | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 214,298 | $1,790 萬 | 2.8% | +214,298 | 新進 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 178,929 | $1,655 萬 | 2.6% | −5,972−3.2% | 減碼 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 572,928 | $1,648 萬 | 2.6% | +572,928 | 新進 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 35,222 | $1,638 萬 | 2.6% | −15,470−30.5% | 減碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 315,816 | $1,578 萬 | 2.5% | −50,203−13.7% | 減碼 | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 357,003 | $1,545 萬 | 2.4% | −12,977−3.5% | 減碼 | 歷史 |
| MRUSMerus N.V. | COM | 308,014 | $1,539 萬 | 2.4% | −13,892−4.3% | 減碼 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 1,451,037 | $1,487 萬 | 2.4% | −64,923−4.3% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 30,254 | $1,486 萬 | 2.4% | −11,647−27.8% | 減碼 | 歷史 |
| HROWHarrow, Inc. | COM | 326,582 | $1,468 萬 | 2.3% | +326,582 | 新進 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 326,494 | $1,443 萬 | 2.3% | +113,550+53.3% | 加碼 | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 562,391 | $1,432 萬 | 2.3% | +562,391 | 新進 | 歷史 |
| GERNGeron Corp | COM | 3,124,967 | $1,419 萬 | 2.2% | +3,124,967 | 新進 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 535,092 | $1,367 萬 | 2.2% | +121,849+29.5% | 加碼 | 歷史 |
| ADMAAdma Biologics, Inc. | COM | 664,985 | $1,329 萬 | 2.1% | +664,985 | 新進 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 947,878 | $1,320 萬 | 2.1% | +947,878 | 新進 | 歷史 |
| RGENRepligen Corp | COM | 88,714 | $1,320 萬 | 2.1% | +88,714 | 新進 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 325,218 | $1,280 萬 | 2.0% | −14,658−4.3% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 96,097 | $1,252 萬 | 2.0% | +96,097 | 新進 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 67,942 | $1,237 萬 | 2.0% | −41,280−37.8% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 223,147 | $1,178 萬 | 1.9% | −70,171−23.9% | 減碼 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 621,306 | $1,148 萬 | 1.8% | +60,317+10.8% | 加碼 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 399,781 | $1,018 萬 | 1.6% | +399,781 | 新進 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,226,354 | $868.3 萬 | 1.4% | +1,226,354 | 新進 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 593,291 | $860.3 萬 | 1.4% | +593,291 | 新進 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 355,000 | $411.1 萬 | 0.7% | −704,540−66.5% | 減碼 | 歷史 |
2024 年第 2 季之後清倉（11 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SRPTSarepta Therapeutics, Inc. | COM | 181,669 | $2,870 萬 | 4.7% | 歷史 |
| IMVTImmunovant, Inc. | COM | 695,428 | $1,836 萬 | 3.0% | 歷史 |
| DXCMDexcom Inc | COM | 160,096 | $1,815 萬 | 3.0% | 歷史 |
| ATECAlphatec Holdings, Inc. | COM NEW | 1,360,410 | $1,422 萬 | 2.3% | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 397,782 | $1,397 萬 | 2.3% | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 329,519 | $1,279 萬 | 2.1% | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 318,327 | $1,253 萬 | 2.0% | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 464,435 | $1,092 萬 | 1.8% | 歷史 |
| SLNSilence Therapeutics plc | ADS | 537,338 | $1,021 萬 | 1.7% | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 291,086 | $986.5 萬 | 1.6% | 歷史 |
| IRONDisc Medicine, Inc. | COM | 138,907 | $626.1 萬 | 1.0% | 歷史 |