First Light Asset Management, LLC
Top Portfolio Positions
35 positions ·
$1,115,876,318 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AXGN |
Axogen, Inc.
Healthcare
|
4,002,768 | $132,611,703 | 11.88% | |
| PVLA |
Palvella Therapeutics, Inc.
Healthcare
|
980,758 | $122,251,484 | 10.96% | |
| NEO |
Neogenomics Inc
Healthcare
|
9,729,978 | $72,196,436 | 6.47% | |
| SIBN |
SI-BONE, Inc.
Healthcare
|
5,353,190 | $67,610,789 | 6.06% | |
| CNTA |
Centessa Pharmaceuticals plc
Healthcare
|
1,560,991 | $62,002,562 | 5.56% | |
| APGE |
Apogee Therapeutics, Inc.
Healthcare
|
576,684 | $48,539,492 | 4.35% | |
| AMLX |
Amylyx Pharmaceuticals, Inc.
Healthcare
|
3,190,645 | $44,349,965 | 3.97% | |
| TWST |
Twist Bioscience Corp
Healthcare
|
878,848 | $41,762,856 | 3.74% | |
| CRNX |
Crinetics Pharmaceuticals, Inc.
Healthcare
|
1,089,670 | $39,576,814 | 3.55% | |
| MASS |
908 Devices Inc.
Healthcare
|
6,072,563 | $37,164,085 | 3.33% |
Portfolio Trend
Holdings in MDXG
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,229,423 | 2,842,892 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,576,338 | 3,039,341 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,497,604 | 3,652,952 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,776,988 | 1,927,494 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,243,362 | 3,453,074 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $32,167,942 | 3,343,861 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||