First Turn Management, LLC Portfolio Holdings

First Turn Management, LLC

  • $558 Billion
  • Q4 2024

First Turn Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $558 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Insmed Inc with a value of $30.9B, Verona Pharma PLC with a value of $29.8B, Xenon Pharmaceuticals Inc. with a value of $26.9B, Argenx Se with a value of $26.5B, and Intra Cellular Therapies, Inc. with a value of $24.6B.

Examining the 13F form we can see an decrease of $73.3B in the current position value, from $632B to 558B.

First Turn Management, LLC is based out at Del Mar, CA

Below you can find more details about First Turn Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $558 Billion
Healthcare: $516 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.7B
$30.9 Billion 5.53% of portfolio
446,980
Q4 2024 Added 25.4%
$3.91B
$29.8 Billion 5.34% of portfolio
641,901
Q4 2024 Added 12.04%
$2.42B
$26.9 Billion 4.81% of portfolio
684,986
Q4 2024 Added 110.62%
$35.4B
$26.5 Billion 4.75% of portfolio
43,078
Q4 2024 Reduced 20.87%
$12.1B
$24.6 Billion 4.4% of portfolio
294,414
Q4 2024 Added 15.55%
$3.35B
$24.2 Billion 4.34% of portfolio
309,521
Q4 2024 Reduced 13.81%
$1.89B
$23.2 Billion 4.15% of portfolio
453,376
Q4 2024 Added 28.3%
$4.98B
$22.7 Billion 4.06% of portfolio
276,905
Q4 2024 Added 30.62%
$1.84B
$21 Billion 3.75% of portfolio
506,908
Q4 2024 Reduced 21.73%
$1.52B
$20.5 Billion 3.68% of portfolio
383,602
Q4 2024 New
$743M
$19.7 Billion 3.52% of portfolio
464,807
Q4 2024 Added 42.36%
$210B
$18.3 Billion 3.27% of portfolio
35,032
Q4 2024 Added 15.79%
$3.57B
$17.7 Billion 3.16% of portfolio
403,915
Q4 2024 New
$8.73B
$17.4 Billion 3.12% of portfolio
309,890
Q4 2024 New
$5.62B
$16.3 Billion 2.91% of portfolio
192,146
Q4 2024 Reduced 24.74%
$16.8B
$15.7 Billion 2.81% of portfolio
99,159
Q4 2024 Reduced 36.29%
$967M
$13.8 Billion 2.47% of portfolio
3,893,327
Q4 2024 Added 24.59%
$5.17B
$12.4 Billion 2.22% of portfolio
452,290
Q4 2024 Added 13.13%
$8.04B
$12.1 Billion 2.17% of portfolio
87,804
Q4 2024 Reduced 41.69%
$9.53B
$12.1 Billion 2.16% of portfolio
125,867
Q4 2024 New
$901M
$12 Billion 2.15% of portfolio
947,878
Q3 2024 New
$1.84B
$12 Billion 2.15% of portfolio
285,159
Q4 2024 Reduced 7.42%
$331M
$11.7 Billion 2.1% of portfolio
1,451,037
Q3 2024 Reduced 4.28%
$3.12B
$11.7 Billion 2.1% of portfolio
684,230
Q4 2024 Added 2.89%
$2.86B
$11.7 Billion 2.09% of portfolio
152,356
Q4 2024 Reduced 28.9%
$823M
$10.2 Billion 1.83% of portfolio
304,874
Q4 2024 Reduced 6.65%
$427M
$8.27 Billion 1.48% of portfolio
1,021,421
Q4 2024 New
$0
$6.26 Billion 1.12% of portfolio
593,291
Q3 2024 New
$844M
$5.84 Billion 1.05% of portfolio
441,587
Q4 2024 Reduced 62.8%
$5.61B
$5.86 Billion 1.05% of portfolio
67,143
Q4 2024 Reduced 62.48%

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $558 Billion
  • Prior Value $632 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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