Position in AXGN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$132,611,703
-$38,675,056 QoQ
Shares Held
4,002,768
-23.5% QoQ
Ownership
7.53%
of shares outstanding
% of Portfolio
12.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AXGN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026First Light Asset Management, LLC holds $363,267,010 across 9 Medical Devices names. AXGN ranks #1 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXGN |
Axogen, Inc.
This page
|
4,002,768 | $132,611,703 | |
| 2 | SIBN |
SI-BONE, Inc.
|
5,353,190 | $67,610,789 | |
| 3 | MASS |
908 Devices Inc.
|
6,072,563 | $37,164,085 | |
| 4 | NPCE |
NeuroPace Inc
|
2,459,966 | $32,348,552 | |
| 5 | TNDM |
Tandem Diabetes Care Inc
|
1,314,715 | $25,203,086 | |
| 6 | TLSI |
TriSalus Life Sciences, Inc.
|
5,066,827 | $20,267,308 | |
| 7 | IRTC |
iRhythm Holdings, Inc.
|
168,116 | $19,841,050 | |
| 8 | ESTA |
Establishment Labs Holdings Inc.
|
307,738 | $17,473,363 |
All Filings in AXGN
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $132,611,703 | 4,002,768 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $171,286,759 | 5,233,326 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $103,574,223 | 5,805,730 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $49,142,286 | 4,529,243 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $82,772,977 | 4,474,215 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $74,271,981 | 4,506,795 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $57,345,949 | 4,090,296 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,210,798 | 3,344,033 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,180,700 | 765,886 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,888,419 | 276,489 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,625,660 | 1,925,132 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,019,871 | 1,973,699 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,343,357 | 1,941,096 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $23,671,043 | 2,371,848 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $34,708,942 | 2,911,824 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,775,724 | 3,025,119 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,241,279 | 2,423,335 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $21,413,945 | 2,285,373 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $35,380,323 | 2,239,261 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $48,010,353 | 2,221,673 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $51,813,167 | 2,557,412 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $38,290,498 | 2,139,134 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $20,113,329 | 1,729,435 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||