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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62B
$36.7 Billion 5.82% of portfolio
359,114
Q3 2024 Added 42.35%
$34.5B
$29.5 Billion 4.67% of portfolio
54,440
Q3 2024 Reduced 31.93%
$9.54B
$26 Billion 4.12% of portfolio
356,451
Q3 2024 Added 10.23%
$1.53B
$25.3 Billion 4.0% of portfolio
647,611
Q3 2024 Reduced 7.93%
$5.13B
$24.2 Billion 3.84% of portfolio
211,985
Q3 2024 Reduced 18.56%
$3.89B
$22.9 Billion 3.63% of portfolio
255,294
Q3 2024 Reduced 24.3%
$740M
$22.9 Billion 3.62% of portfolio
1,187,165
Q3 2024 Added 85.38%
$7.61B
$22.5 Billion 3.56% of portfolio
150,593
Q3 2024 Reduced 19.29%
$15.7B
$19.8 Billion 3.13% of portfolio
155,650
Q3 2024 New
$7.88B
$18.6 Billion 2.95% of portfolio
254,800
Q3 2024 Reduced 26.64%
$2.88B
$18.1 Billion 2.86% of portfolio
353,376
Q3 2024 Reduced 4.31%
$1.96B
$17.9 Billion 2.84% of portfolio
114,247
Q3 2024 Reduced 18.27%
$3.3B
$17.9 Billion 2.83% of portfolio
214,298
Q3 2024 New
$5.38B
$16.6 Billion 2.62% of portfolio
178,929
Q3 2024 Reduced 3.23%
$2.56B
$16.5 Billion 2.61% of portfolio
572,928
Q3 2024 New
$102B
$16.4 Billion 2.59% of portfolio
35,222
Q3 2024 Reduced 30.52%
$971M
$15.4 Billion 2.45% of portfolio
357,003
Q3 2024 Reduced 3.51%
$1.92B
$15.4 Billion 2.44% of portfolio
308,014
Q3 2024 Reduced 4.32%
$185B
$14.9 Billion 2.35% of portfolio
30,254
Q3 2024 Reduced 27.8%
$325M
$14.9 Billion 2.35% of portfolio
1,451,037
Q3 2024 Reduced 4.28%
$926M
$14.7 Billion 2.32% of portfolio
326,582
Q3 2024 New
$1.15B
$14.4 Billion 2.28% of portfolio
326,494
Q3 2024 Added 53.32%
Bicara Therapeutics Inc
-
$14.3 Billion 2.27% of portfolio
-
Q3 2024 New
$1.32B
$14.2 Billion 2.25% of portfolio
3,124,967
Q3 2024 New
Enliven Therapeutics Inc
-
$13.7 Billion 2.16% of portfolio
-
Q3 2024 Added 29.49%
$3.42B
$13.3 Billion 2.1% of portfolio
664,985
Q3 2024 New
$940M
$13.2 Billion 2.09% of portfolio
947,878
Q3 2024 New
$8.02B
$13.2 Billion 2.09% of portfolio
88,714
Q3 2024 New
$2.41B
$12.8 Billion 2.03% of portfolio
325,218
Q3 2024 Reduced 4.31%
$7.18B
$12.5 Billion 1.98% of portfolio
96,097
Q3 2024 New
$4.23B
$12.4 Billion 1.96% of portfolio
67,942
Q3 2024 Reduced 37.79%
$4.6B
$11.8 Billion 1.87% of portfolio
223,147
Q3 2024 Reduced 23.92%
$875M
$11.5 Billion 1.82% of portfolio
621,306
Q3 2024 Added 10.75%
$3.93B
$10.2 Billion 1.61% of portfolio
399,781
Q3 2024 New
$500M
$8.68 Billion 1.37% of portfolio
1,226,354
Q3 2024 New
$0
$8.6 Billion 1.36% of portfolio
593,291
Q3 2024 New
$206M
$4.11 Billion 0.65% of portfolio
355,000
Q3 2024 Reduced 66.49%

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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