First Turn Management, LLC Portfolio Holdings

First Turn Management, LLC

  • $632 Billion
  • Q3 2024

First Turn Management, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $632 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nuvalent, Inc. with a value of $36.7B, Argenx Se with a value of $29.5B, Insmed Inc with a value of $26B, Mirum Pharmaceuticals, Inc. with a value of $25.3B, and Vaxcyte, Inc. with a value of $24.2B.

Examining the 13F form we can see an increase of $16.9B in the current position value, from $615B to 632B.

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 $632 Billion
Healthcare: $588 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$32.7B
$29.5 Billion 4.67% of portfolio
54,440
Q3 2024 Reduced 31.93%
$16.3B
$19.8 Billion 3.13% of portfolio
155,650
Q3 2024 New
$116B
$16.4 Billion 2.59% of portfolio
35,222
Q3 2024 Reduced 30.52%
$195B
$14.9 Billion 2.35% of portfolio
30,254
Q3 2024 Reduced 27.8%

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $632 Billion
  • Prior Value $615 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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