First Turn Management’s Xenon Pharmaceuticals XENE Stock Holding History

First Turn Management’s Portfolio XENE Stock Details XENE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.2M	Sell	600,200 -186,644	-24%	-$10.4M	3.88%	9
2026 Q1	$45.8M	Sell	786,844 -12,899	-2%	-$594K	5.11%	4
2025 Q4	$35.8M	Hold	799,743	–	–	4.1%	8
2025 Q3	$32.1M	Buy	799,743 +139,126	+21%	+$4.9M	4.82%	6
2025 Q2	$20.7M	Sell	660,617 -22,834	-3%	-$745K	3.86%	8
2025 Q1	$22.9M	Sell	683,451 -1,535	-0.2%	-$58.3K	4.62%	5
2024 Q4	$26.9M	Buy	684,986 +359,768	+111%	+$14.9M	4.81%	3
2024 Q3	$12.8M	Sell	325,218 -14,658	-4%	-$591K	2.03%	30
2024 Q2	$13.3M	Sell	339,876 -340,513	-50%	-$13.6M	2.16%	23
2024 Q1	$29.3M	Hold	680,389	–	–	4.38%	4
2023 Q4	$31.3M	Buy	+680,389	New	+$24M	4.5%	5

Other funds holding XENE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Jupiter Topco New York $245B AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

First Turn Management's XENE Position: Q2 2026 in Review

First Turn Management reduced its Xenon Pharmaceuticals (XENE) stake by 24% in Q2 2026, selling an estimated $10.4M and leaving 600,200 shares worth $36.2M. The position accounts for 3.88% of the portfolio, ranked #9.

First Turn Management first reported a position in XENE in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.8M in Q1 2026. 315 funds tracked by Wall St. Rank hold XENE as of Q2 2026.

First Turn Management held 600,200 shares of Xenon Pharmaceuticals worth $36.2M as of Q2 2026.
First Turn Management sold 186,644 Xenon Pharmaceuticals shares in Q2 2026, an estimated $10.4M.
Xenon Pharmaceuticals made up 3.88% of First Turn Management's portfolio in Q2 2026, its #9 holding.
First Turn Management first reported a position in Xenon Pharmaceuticals in Q4 2023 and has held it in 11 quarters since.
First Turn Management's Xenon Pharmaceuticals position peaked at $45.8M in Q1 2026.
315 funds tracked by Wall St. Rank held Xenon Pharmaceuticals as of Q2 2026.

Based on First Turn Management's 13F filing for Q2 2026, filed 14 Aug 2026.