First Light Asset Management
$1.1B Assets Reported
40 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AXGN | AXOGEN INC | 4,002,768 | $133M | 11.9% |
| PVLA | PALVELLA THERAPEUTICS INC | 980,758 | $122M | 11.0% |
| NEO | NEOGENOMICS INC | 9,729,978 | $72M | 6.5% |
| SIBN | SI-BONE INC | 5,353,190 | $68M | 6.1% |
| CNTA | CENTESSA PHARMACEUTICALS LIMITED | 1,560,991 | $62M | 5.6% |
| APGE | APOGEE THERAPEUTICS INC | 576,684 | $49M | 4.3% |
| AMLX | AMYLYX PHARMACEUTICALS INC | 3,190,645 | $44M | 4.0% |
| TWST | TWIST BIOSCIENCE CORPORATION | 878,848 | $42M | 3.7% |
| CRNX | CRINETICS PHARMACEUTICALS INC | 1,089,670 | $40M | 3.5% |
| MASS | 908 DEVICES INC | 6,072,563 | $37M | 3.3% |
Track First Light Asset Management's 13F portfolio: $1.1B in reported holdings, 40 positions. Top holdings, AUM, and quarterly changes on SentiSense.