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Disclosery

First Turn Management, LLC: XENE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Turn Management, LLC on XENE, newest first. How the timeline and the estimate are built.

First Turn Management, LLC held 600,200 XENE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 600,200 shares
    Change vs previous 13F -186,644 shares

    3.88% of the 13F portfolio, value $36,228,072.

    13F-HR 0001993440-26-000004 filed by First Turn Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 786,844 shares
    Change vs previous 13F -12,899 shares

    5.11% of the 13F portfolio, value $45,754,979.

    13F-HR 0001993440-26-000002 filed by First Turn Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 799,743 shares
    Change vs previous 13F 0 shares

    4.1% of the 13F portfolio, value $35,844,481.

    13F-HR 0001993440-26-000001 filed by First Turn Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 799,743 shares
    Change vs previous 13F +139,126 shares

    4.82% of the 13F portfolio, value $32,109,681.

    13F-HR 0001993440-25-000004 filed by First Turn Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 660,617 shares
    Change vs previous 13F -22,834 shares

    3.86% of the 13F portfolio, value $20,677,312.

    13F-HR 0001085146-25-005077 filed by First Turn Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 683,451 shares
    Change vs previous 13F -1,535 shares

    4.62% of the 13F portfolio, value $22,929,781.

    13F-HR 0001085146-25-003195 filed by First Turn Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 684,986 shares
    Change vs previous 13F +359,768 shares

    4.81% of the 13F portfolio, value $26,851,451.

    13F-HR 0001085146-25-001519 filed by First Turn Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 325,218 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $12,803,833.

    13F-HR 0001085146-24-005432 filed by First Turn Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).