First Turn Management, LLC
- SEC CIK
- 0001993440
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 36
- 較 2024 年第 3 季 −2
- 總值
- $5.58 億
- 較 2024 年第 3 季 −$7,327 萬 (−11.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| INSMINSMED Inc | COM PAR $.01 | 446,980 | $3,086 萬 | 5.5% | +90,529+25.4% | 加碼 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 641,901 | $2,981 萬 | 5.3% | +68,973+12.0% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 684,986 | $2,685 萬 | 4.8% | +359,768+110.6% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 43,078 | $2,649 萬 | 4.7% | −11,362−20.9% | 減碼 | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 294,414 | $2,459 萬 | 4.4% | +39,614+15.5% | 加碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 309,521 | $2,423 萬 | 4.3% | −49,593−13.8% | 減碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 453,376 | $2,318 萬 | 4.2% | +100,000+28.3% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 276,905 | $2,267 萬 | 4.1% | +64,920+30.6% | 加碼 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 506,908 | $2,096 萬 | 3.8% | −140,703−21.7% | 減碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 383,602 | $2,054 萬 | 3.7% | +383,602 | 新進 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 464,807 | $1,966 萬 | 3.5% | +138,313+42.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 35,032 | $1,829 萬 | 3.3% | +4,778+15.8% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 403,915 | $1,767 萬 | 3.2% | +403,915 | 新進 | 歷史 |
| EXASExact Sciences Corp | COM | 309,890 | $1,741 萬 | 3.1% | +309,890 | 新進 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 192,146 | $1,626 萬 | 2.9% | −63,148−24.7% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 99,159 | $1,570 萬 | 2.8% | −56,491−36.3% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 96,097 | $1,441 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| GERNGeron Corp | COM | 3,893,327 | $1,378 萬 | 2.5% | +768,360+24.6% | 加碼 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 452,290 | $1,241 萬 | 2.2% | +52,509+13.1% | 加碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 87,804 | $1,209 萬 | 2.2% | −62,789−41.7% | 減碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 125,867 | $1,208 萬 | 2.2% | +125,867 | 新進 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 535,092 | $1,204 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 947,878 | $1,201 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 285,159 | $1,199 萬 | 2.1% | −22,855−7.4% | 減碼 | 歷史 |
| ADMAAdma Biologics, Inc. | COM | 684,230 | $1,173 萬 | 2.1% | +19,245+2.9% | 加碼 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 1,451,037 | $1,171 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 152,356 | $1,168 萬 | 2.1% | −61,942−28.9% | 減碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 252,725 | $1,145 萬 | 2.1% | +252,725 | 新進 | 歷史 |
| HROWHarrow, Inc. | COM | 304,874 | $1,023 萬 | 1.8% | −21,708−6.6% | 減碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 262,442 | $980.2 萬 | 1.8% | −53,374−16.9% | 減碼 | 歷史 |
| CRMDCorMedix Inc. | COM | 1,021,421 | $827.4 萬 | 1.5% | +1,021,421 | 新進 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 593,291 | $625.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 346,170 | $603.0 萬 | 1.1% | −216,221−38.4% | 減碼 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 67,143 | $585.6 萬 | 1.0% | −111,786−62.5% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 441,587 | $583.8 萬 | 1.0% | −745,578−62.8% | 減碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 45,536 | $350.4 萬 | 0.6% | +45,536 | 新進 | 歷史 |
2024 年第 3 季之後清倉（9 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TMDXTransMedics Group, Inc. | COM | 114,247 | $1,794 萬 | 2.8% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 35,222 | $1,638 萬 | 2.6% | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 357,003 | $1,545 萬 | 2.4% | 歷史 |
| RGENRepligen Corp | COM | 88,714 | $1,320 萬 | 2.1% | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 67,942 | $1,237 萬 | 2.0% | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 223,147 | $1,178 萬 | 1.9% | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 621,306 | $1,148 萬 | 1.8% | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,226,354 | $868.3 萬 | 1.4% | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 355,000 | $411.1 萬 | 0.7% | 歷史 |