First Light Asset Management
$1.6B 13F equity value
37 Holdings
Quarter ended June 30, 2026
The latest 13F on file for First Light Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NEO | NEOGENOMICS INC | 12,279,523 | $179M | 10.9% |
| SIBN | SI-BONE INC | 8,127,985 | $133M | 8.1% |
| AXGN | AXOGEN INC | 2,748,361 | $127M | 7.7% |
| APGE | APOGEE THERAPEUTICS INC | 930,289 | $123M | 7.5% |
| PVLA | PALVELLA THERAPEUTICS INC | 771,901 | $118M | 7.2% |
| TWST | TWIST BIOSCIENCE CORPORATION | 727,933 | $75M | 4.6% |
| ELVN | ENLIVEN THERAPEUTICS INC | 1,360,750 | $69M | 4.2% |
| GH | GUARDANT HEALTH | 441,586 | $66M | 4.0% |
| MASS | 908 DEVICES INC | 6,282,804 | $55M | 3.3% |
| AMLX | AMYLYX PHARMACEUTICALS INC | 3,023,256 | $54M | 3.3% |
Track First Light Asset Management's 13F portfolio: $1.6B in reported holdings, 37 positions. Top holdings and quarterly changes on SentiSense.
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