First Light Asset Management, LLC

CIK

1600004

City

EDINA

State / Country

MN

Stock

OMCL — Omnicell, Inc.

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

23 quarters · across all stocks

Holdings in OMCL

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,351,059	489,846	+58.4%	Shares	Sole	2026-05-15
2023-09-30	$13,928,349	309,244	-3.9%	Shares	Sole	2023-11-14
2023-06-30	$23,696,986	321,664	-3.6%	Shares	Sole	2023-08-14
2023-03-31	$19,566,973	333,509	-3.1%	Shares	Sole	2023-05-15
2022-12-31	$17,352,093	344,151	-1.4%	Shares	Sole	2023-02-14
2022-09-30	$30,382,695	349,106	+0.6%	Shares	Sole	2022-11-14
2022-06-30	$39,474,548	347,029	+7.9%	Shares	Sole	2022-08-12
2022-03-31	$41,664,961	321,762	+5.5%	Shares	Sole	2022-05-13
2021-12-31	$55,015,253	304,895	-13.9%	Shares	Sole	2022-02-14
2021-09-30	$52,550,454	354,042	-7.1%	Shares	Sole	2021-11-12
2021-06-30	$57,724,410	381,145	+0.5%	Shares	Sole	2021-08-13
2021-03-31	$49,230,470	379,075	-13.9%	Shares	Sole	2021-05-17
2020-12-31	$52,838,324	440,246	+4.7%	Shares	Sole	2021-02-16
2020-09-30	$31,383,629	420,354	—	Shares	Sole	2020-11-13
No 13F history on record for this holder in this stock.