First Turn Management, LLC
CIK 1993440 · Holdings on Dec 31, 2023 · First reported Feb 8, 2024
Top ten holdings
Q4 2023- CYTK9.68%
- CBAY5.08%
- VRTX4.77%
- ARGX4.56%
- XENE4.50%
- KRYS4.31%
- LEGN4.11%
- 48576A1003.97%
- TMDX3.66%
- PODD3.59%
Share classes counted separately48.23%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CYTKCYTOKINETICS INCCOM NEW View history and evidence | $67.41M | 9.68% | 807.44K shares | Prior unavailable — | — | ↗▾ |
| 02 | CBAYCYMABAY THERAPEUTICS INC View history and evidence | $35.37M | 5.08% | 1.50M shares | Prior unavailable — | — | ↗▾ |
| 03 | VRTXVERTEX PHARMACEUTICALS INC View history and evidence | $33.24M | 4.77% | 81.68K shares | Prior unavailable — | — | ↗▾ |
| 04 | ARGXARGENX SE - ADRSPONSORED ADR View history and evidence | $31.73M | 4.56% | 83.40K shares | Prior unavailable — | — | ↗▾ |
| 05 | XENEXENON PHARMACEUTICALS INC View history and evidence | $31.34M | 4.50% | 680.39K shares | Prior unavailable — | — | ↗▾ |
| 06 | KRYSKRYSTAL BIOTECH INC View history and evidence | $30.05M | 4.31% | 242.19K shares | Prior unavailable — | — | ↗▾ |
| 07 | LEGNLEGEND BIOTECH CORP-ADRSPONSORED ADS View history and evidence | $28.65M | 4.11% | 476.08K shares | Prior unavailable — | — | ↗▾ |
| 08 | 48576A100KARUNA THERAPEUTICS INC View history and evidence | $27.65M | 3.97% | 87.37K shares | Prior unavailable — | — | ↗▾ |
| 09 | TMDXTRANSMEDICS GROUP INC View history and evidence | $25.51M | 3.66% | 323.19K shares | Prior unavailable — | — | ↗▾ |
| 10 | PODDINSULET CORP View history and evidence | $25.03M | 3.59% | 115.37K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1993440 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 696320382
}Research all 31 reported holdings.
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