HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 CYTOKINETICS INC |
807,444 | +807,444 | $67,414 |
| CYTK | 807,444 | +807,444 | $67,414 |
| CYMABAY THERAPEUTICS INC |
1,497,331 | +1,497,331 | $35,367 |
| CBAY | 1,497,331 | +1,497,331 | $35,367 |
| VERTEX PHARMACEUTICALS INC |
81,683 | +81,683 | $33,236 |
| VRTX | 81,683 | +81,683 | $33,236 |
| ARGENX SE |
83,403 | +83,403 | $31,729 |
| ARGX | 83,403 | +83,403 | $31,729 |
| XENON PHARMACEUTICALS INC |
680,389 | +680,389 | $31,339 |
| XENE | 680,389 | +680,389 | $31,339 |
| KRYSTAL BIOTECH INC |
242,185 | +242,185 | $30,045 |
| KRYS | 242,185 | +242,185 | $30,045 |
| LEGEND BIOTECH CORP |
476,079 | +476,079 | $28,646 |
| LEGN | 476,079 | +476,079 | $28,646 |
| KARUNA THERAPEUTICS INC |
87,369 | +87,369 | $27,653 |
| KRTX | 87,369 | +87,369 | $27,653 |
| TRANSMEDICS GROUP INC |
323,185 | +323,185 | $25,509 |
| TMDX | 323,185 | +323,185 | $25,509 |
| INSULET CORP |
115,366 | +115,366 | $25,032 |
| PODD | 115,366 | +115,366 | $25,032 |
| DAY ONE BIOPHARMACEUTICALS I |
1,700,949 | +1,700,949 | $24,834 |
| DAWN | 1,700,949 | +1,700,949 | $24,834 |
| MIRUM PHARMACEUTICALS INC |
836,302 | +836,302 | $24,688 |
| MIRM | 836,302 | +836,302 | $24,688 |
| VERONA PHARMA PLC |
1,206,291 | +1,206,291 | $23,981 |
| VRNA | 1,206,291 | +1,206,291 | $23,981 |
| DEXCOM INC |
192,932 | +192,932 | $23,941 |
| DXCM | 192,932 | +192,932 | $23,941 |
| AXSOME THERAPEUTICS INC |
295,428 | +295,428 | $23,513 |
| AXSM | 295,428 | +295,428 | $23,513 |
| IMMUNOCORE HLDGS PLC |
343,079 | +343,079 | $23,439 |
| IMCR | 343,079 | +343,079 | $23,439 |
| VAXCYTE INC |
357,528 | +357,528 | $22,453 |
| PCVX | 357,528 | +357,528 | $22,453 |
| IMMUNOVANT INC |
512,893 | +512,893 | $21,608 |
| IMVT | 512,893 | +512,893 | $21,608 |
| BIOHAVEN LTD |
477,314 | +477,314 | $20,429 |
| BHVN | 477,314 | +477,314 | $20,429 |
| SAREPTA THERAPEUTICS INC |
203,882 | +203,882 | $19,660 |
| SRPT | 203,882 | +203,882 | $19,660 |
| ASCENDIS PHARMA A S |
151,587 | +151,587 | $19,092 |
| ASND | 151,587 | +151,587 | $19,092 |
| NUVALENT INC |
255,897 | +255,897 | $18,831 |
| NUVL | 255,897 | +255,897 | $18,831 |
| IONIS PHARMACEUTICALS INC |
356,679 | +356,679 | $18,044 |
| IONS | 356,679 | +356,679 | $18,044 |
| INTRA CELLULAR THERAPIES INC |
217,425 | +217,425 | $15,572 |
| ITCI | 217,425 | +217,425 | $15,572 |
| ROIVANT SCIENCES LTD |
1,363,504 | +1,363,504 | $15,312 |
| ROIV | 1,363,504 | +1,363,504 | $15,312 |
| IDEAYA BIOSCIENCES INC |
382,382 | +382,382 | $13,605 |
| IDYA | 382,382 | +382,382 | $13,605 |
| SHOCKWAVE MED INC |
57,484 | +57,484 | $10,954 |
| SWAV | 57,484 | +57,484 | $10,954 |
| DISC MEDICINE INC |
157,274 | +157,274 | $9,084 |
| IRON | 157,274 | +157,274 | $9,084 |
| EYEPOINT PHARMACEUTICALS INC |
317,010 | +317,010 | $7,326 |
| EYPT | 317,010 | +317,010 | $7,326 |
| CABALETTA BIO INC |
175,359 | +175,359 | $3,981 |
| CABA | 175,359 | +175,359 | $3,981 |
See Full List: All Stocks Held By First Turn Management LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By First Turn Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $696,317 At 09/30/2023: $0 First Turn Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from First Turn Management LLC 13F filings. Link to 13F filings: SEC filings |
