First Light Asset Management

First Light Asset Management as of Dec. 31, 2025

Portfolio Holdings for First Light Asset Management

First Light Asset Management holds 33 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Axogen Common Stocks (AXGN) 13.1 $171M 5.2M 32.73
Neogenomics Common Stocks (NEO) 9.0 $118M 10M 11.76
Si-bone Common Stocks (SIBN) 7.6 $99M 5.0M 19.72
Palvella Therapeutics Common Stocks (PVLA) 5.7 $74M 709k 104.67
Centessa Pharmaceuticals Common Stocks (CNTA) 4.4 $57M 2.3M 25.01
Crinetics Pharmaceuticals Common Stocks (CRNX) 4.3 $56M 1.2M 46.55
Atricure Common Stocks (ATRC) 3.6 $47M 1.2M 39.56
Vera Therapeutics Common Stocks (VERA) 3.4 $44M 870k 50.64
Disc Medicine Common Stocks (IRON) 3.2 $42M 523k 79.41
Amylyx Pharmaceuticals Common Stocks (AMLX) 3.1 $41M 3.4M 12.08
Edgewise Therapeutics Common Stocks (EWTX) 3.0 $39M 1.6M 24.82
Madrigal Pharmaceuticals Common Stocks (MDGL) 3.0 $39M 67k 582.34
Twist Bioscience Corporation Common Stocks (TWST) 2.8 $36M 1.1M 31.72
Simulations Plus Common Stocks (SLP) 2.7 $36M 2.0M 18.23
Rhythm Pharmaceuticals Common Stocks (RYTM) 2.4 $32M 296k 107.04
Wave Life Sciences Common Stocks (WVE) 2.4 $32M 1.9M 17.00
Anaptys Bio Common Stocks (ANAB) 2.4 $31M 646k 48.48
Health Catalyst Common Stocks (HCAT) 2.4 $31M 13M 2.39
Guardant Health Common Stocks (GH) 2.3 $30M 295k 102.14
Irhythm Technologies Common Stocks (IRTC) 2.1 $27M 154k 177.44
Establishment Labs Holdings Common Stocks (ESTA) 2.1 $27M 373k 72.88
908 Devices Common Stocks (MASS) 1.9 $25M 4.8M 5.25
Koru Medical Systems Common Stocks (KRMD) 1.9 $25M 4.2M 5.81
Tandem Diabetes Care Common Stocks (TNDM) 1.8 $24M 1.1M 21.98
Apogee Therapeutics Common Stocks (APGE) 1.6 $22M 285k 75.48
Neuropace Common Stocks (NPCE) 1.6 $21M 1.3M 15.44
Mimedx Group Common Stocks (MDXG) 1.6 $21M 3.0M 6.77
Organogenesis Holdings Common Stocks (ORGO) 1.5 $20M 3.9M 5.18
Septerna Common Stocks (SEPN) 1.3 $17M 621k 27.88
Abivax Sa- Common Stocks (ABVX) 0.9 $12M 89k 134.85
Butterfly Network Common Stocks (BFLY) 0.8 $11M 2.8M 3.80
Dyne Therapeutics Common Stocks (DYN) 0.2 $3.0M 155k 19.56
Ishares Russell 2000 Growth Etf Common Stocks (IWO) 0.0 $246k 760.00 323.01