First Turn Management, LLC
- SEC CIK
- 0001993440
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 35
- 較 2024 年第 4 季 −1
- 總值
- $4.96 億
- 較 2024 年第 4 季 −$6,228 萬 (−11.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| INSMINSMED Inc | COM PAR $.01 | 401,629 | $3,064 萬 | 6.2% | −45,351−10.1% | 減碼 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 435,385 | $2,764 萬 | 5.6% | −206,516−32.2% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 41,911 | $2,481 萬 | 5.0% | −1,167−2.7% | 減碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 331,927 | $2,354 萬 | 4.7% | +22,406+7.2% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 683,451 | $2,293 萬 | 4.6% | −1,535−0.2% | 減碼 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 656,699 | $2,270 萬 | 4.6% | +204,409+45.2% | 加碼 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 503,014 | $2,266 萬 | 4.6% | −3,894−0.8% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 139,942 | $1,979 萬 | 4.0% | +40,783+41.1% | 加碼 | 歷史 |
| MRUSMerus N.V. | COM | 463,960 | $1,953 萬 | 3.9% | +178,801+62.7% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 178,156 | $1,797 萬 | 3.6% | +178,156 | 新進 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 113,278 | $1,766 萬 | 3.6% | +25,474+29.0% | 加碼 | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 400,644 | $1,580 萬 | 3.2% | +400,644 | 新進 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 623,612 | $1,498 萬 | 3.0% | +158,805+34.2% | 加碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 118,179 | $1,378 萬 | 2.8% | −73,967−38.5% | 減碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 315,737 | $1,345 萬 | 2.7% | +315,737 | 新進 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 304,076 | $1,342 萬 | 2.7% | +304,076 | 新進 | 歷史 |
| GKOSGLAUKOS Corp | COM | 136,241 | $1,341 萬 | 2.7% | +40,144+41.8% | 加碼 | 歷史 |
| EXASExact Sciences Corp | COM | 300,909 | $1,303 萬 | 2.6% | −8,981−2.9% | 減碼 | 歷史 |
| PODDInsulet Corp | Stock | 49,350 | $1,296 萬 | 2.6% | +49,350 | 新進 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 340,109 | $1,203 萬 | 2.4% | −63,806−15.8% | 減碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 430,163 | $1,161 萬 | 2.3% | +46,561+12.1% | 加碼 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 2,027,430 | $1,131 萬 | 2.3% | +576,393+39.7% | 加碼 | 歷史 |
| ADMAAdma Biologics, Inc. | COM | 566,945 | $1,125 萬 | 2.3% | −117,285−17.1% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 22,109 | $1,095 萬 | 2.2% | −12,923−36.9% | 減碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 535,092 | $1,053 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 276,905 | $1,046 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 229,675 | $858.1 萬 | 1.7% | −23,050−9.1% | 減碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 669,010 | $841.6 萬 | 1.7% | +75,719+12.8% | 加碼 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 92,033 | $814.6 萬 | 1.6% | +24,890+37.1% | 加碼 | 歷史 |
| RDNTRadNet, Inc. | COM | 157,615 | $783.7 萬 | 1.6% | +157,615 | 新進 | 歷史 |
| HQYHealthequity, Inc. | COM | 83,966 | $742.0 萬 | 1.5% | −41,901−33.3% | 減碼 | 歷史 |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 179,196 | $700.1 萬 | 1.4% | +179,196 | 新進 | 歷史 |
| HROWHarrow, Inc. | COM | 188,829 | $502.3 萬 | 1.0% | −116,045−38.1% | 減碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 71,775 | $271.8 萬 | 0.5% | +26,239+57.6% | 加碼 | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 29,115 | $208.0 萬 | 0.4% | +29,115 | 新進 | 歷史 |
2024 年第 4 季之後清倉（9 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ITCIIntra-Cellular Therapies, Inc. | COM | 294,414 | $2,459 萬 | 4.4% | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 453,376 | $2,318 萬 | 4.2% | 歷史 |
| GERNGeron Corp | COM | 3,893,327 | $1,378 萬 | 2.5% | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 947,878 | $1,201 萬 | 2.2% | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 152,356 | $1,168 萬 | 2.1% | 歷史 |
| BHVNBiohaven Ltd. | COM | 262,442 | $980.2 萬 | 1.8% | 歷史 |
| CRMDCorMedix Inc. | COM | 1,021,421 | $827.4 萬 | 1.5% | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 346,170 | $603.0 萬 | 1.1% | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 441,587 | $583.8 萬 | 1.0% | 歷史 |