First Light Asset Management, LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
FL
First Light Asset Management, LLC
Institutional Filer 14.69%$1.12B35

Current Portfolio Holdings

Showing all 35 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1AXGNAxoGen, Inc.Healthcare4.0M$132.6M11.88%
2PVLAPalvella Therapeutics, Inc.Healthcare981K$122.3M10.96%
3NEONeoGenomics, Inc.Healthcare9.7M$72.2M6.47%
4SIBNSI-BONE, Inc.Healthcare5.4M$67.6M6.06%
5CNTACentessa Pharmaceuticals plcHealthcare1.6M$62.0M5.56%
6APGEApogee Therapeutics, Inc.Healthcare577K$48.5M4.35%
7AMLXAmylyx Pharmaceuticals, Inc.Healthcare3.2M$44.3M3.97%
8TWSTTwist Bioscience CorporationHealthcare879K$41.8M3.74%
9CRNXCrinetics Pharmaceuticals, Inc.Healthcare1.1M$39.6M3.55%
10MASS908 Devices Inc.Healthcare6.1M$37.2M3.33%
11NPCENeuroPace, Inc.Healthcare2.5M$32.3M2.90%
12EWTXEdgewise Therapeutics, Inc.Healthcare1.0M$31.6M2.83%
13ANABAnaptysBio, Inc.Healthcare565K$31.4M2.81%
14SLPSimulations Plus, Inc.Healthcare2.6M$31.1M2.79%
15GHGuardant Health, Inc.Healthcare280K$25.9M2.32%
Showing 1 to 15 of 35 holdings
First Light Asset Management, LLC 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner