First Light Asset Management, LLC
Top Portfolio Positions
35 positions ·
$1,176,236,598 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AXGN |
Axogen, Inc.
Healthcare
|
4,002,768 | $132,611,703 | 11.27% | |
| PVLA |
Palvella Therapeutics, Inc.
Healthcare
|
980,758 | $122,251,484 | 10.39% | |
| NEO |
Neogenomics Inc
Healthcare
|
9,729,978 | $72,196,436 | 6.14% | |
| NPCE |
NeuroPace Inc
Healthcare
|
5,415,389 | $71,212,364 | 6.05% | |
| SIBN |
SI-BONE, Inc.
Healthcare
|
5,353,190 | $67,610,789 | 5.75% | |
| CNTA |
Centessa Pharmaceuticals plc
Healthcare
|
1,560,991 | $62,002,562 | 5.27% | |
| APGE |
Apogee Therapeutics, Inc.
Healthcare
|
576,684 | $48,539,492 | 4.13% | |
| AMLX |
Amylyx Pharmaceuticals, Inc.
Healthcare
|
3,190,645 | $44,349,965 | 3.77% | |
| TLSI |
TriSalus Life Sciences, Inc.
Healthcare
|
10,440,944 | $41,763,776 | 3.55% | |
| TWST |
Twist Bioscience Corp
Healthcare
|
878,848 | $41,762,856 | 3.55% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GH
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,891,218 | 280,299 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,105,867 | 294,751 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,494,462 | 280,001 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,706,290 | 128,868 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,549,499 | 271,115 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,451,833 | 309,389 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,887,899 | 648,993 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,042,006 | 416,967 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,914,851 | 189,765 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,896,525 | 144,049 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,891,928 | 198,783 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,077,803 | 197,704 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,801,566 | 204,845 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,570,668 | 204,804 | Shares | Sole | 2023-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||