First Turn Management, LLC Portfolio Holdings by Sector
First Turn Management, LLC
- $668 Billion
- Q1 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Biotechnology | Healthcare
ARGX CYTK XENE SRPT AXSM IMCR VRTX MIRM 25 stocks |
$478 Million
81.46% of portfolio
|
14
|
8
|
6
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SWAV DXCM TMDX ATEC 4 stocks |
$94.4 Million
16.1% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ITCI 1 stocks |
$14.3 Million
2.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|