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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.53B
$25.3 Billion 4.0% of portfolio
647,611
Q3 2024 Reduced 7.93%
$722M
$22.9 Billion 3.62% of portfolio
1,187,165
Q3 2024 Added 85.38%
$1.94B
$17.9 Billion 2.84% of portfolio
114,247
Q3 2024 Reduced 18.27%
$1.11B
$15.4 Billion 2.45% of portfolio
357,003
Q3 2024 Reduced 3.51%
$1.93B
$15.4 Billion 2.44% of portfolio
308,014
Q3 2024 Reduced 4.32%
$327M
$14.9 Billion 2.35% of portfolio
1,451,037
Q3 2024 Reduced 4.28%
$907M
$14.7 Billion 2.32% of portfolio
326,582
Q3 2024 New
$1.12B
$14.4 Billion 2.28% of portfolio
326,494
Q3 2024 Added 53.32%
$1.27B
$14.2 Billion 2.25% of portfolio
3,124,967
Q3 2024 New
$945M
$13.2 Billion 2.09% of portfolio
947,878
Q3 2024 New
$889M
$11.5 Billion 1.82% of portfolio
621,306
Q3 2024 Added 10.75%
$503M
$8.68 Billion 1.37% of portfolio
1,226,354
Q3 2024 New

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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