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First Light Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

First Light Asset Management, LLC

报告期 2026-03-31 · CIK 0001600004

持仓数

35

前50大市值合计

$1.12B

报告期

2026-03-31

当前持仓调仓

前 35 大持仓

标的

类型

市值

股数

占比*

AXGN AXOGEN INC

Common Stocks

$132.6M

4,002,768

11.9%

PVLA PALVELLA THERAPEUTICS INC

Common Stocks

$122.3M

980,758

11.0%

NEO NEOGENOMICS INC

Common Stocks

$72.2M

9,729,978

6.5%

SIBN SI-BONE INC

Common Stocks

$67.6M

5,353,190

6.1%

— CENTESSA PHARMACEUTICALS LIMITED

Common Stocks

$62.0M

1,560,991

5.6%

APGE APOGEE THERAPEUTICS INC

Common Stocks

$48.5M

576,684

4.3%

AMLX AMYLYX PHARMACEUTICALS INC

Common Stocks

$44.3M

3,190,645

4.0%

TWST TWIST BIOSCIENCE CORPORATION

Common Stocks

$41.8M

878,848

3.7%

CRNX CRINETICS PHARMACEUTICALS INC

Common Stocks

$39.6M

1,089,670

3.5%

MASS 908 DEVICES INC

Common Stocks

$37.2M

6,072,563

3.3%

NPCE NEUROPACE INC

Common Stocks

$32.3M

2,459,966

2.9%

EWTX EDGEWISE THERAPEUTICS INC

Common Stocks

$31.6M

1,001,846

2.8%

ANAB ANAPTYS BIO INC

Common Stocks

$31.4M

565,431

2.8%

SLP SIMULATIONS PLUS INC

Common Stocks

$31.1M

2,632,823

2.8%

GH GUARDANT HEALTH

Common Stocks

$25.9M

280,299

2.3%

TNDM TANDEM DIABETES CARE INC

Common Stocks

$25.2M

1,314,715

2.3%

ATRC ATRICURE INC

Common Stocks

$20.8M

729,521

1.9%

TLSI TRISALUS LIFE SCIENCES INC

Common Stocks

$20.3M

5,066,827

1.8%

TECX TECTONIC THERAPEUTICS INC

Common Stocks

$20.0M

647,743

1.8%

IRTC IRHYTHM TECHNOLOGIES

Common Stocks

$19.8M

168,116

1.8%

SEPN SEPTERNA INC

Common Stocks

$17.6M

732,860

1.6%

— ESTABLISHMENT LABS HOLDINGS

Common Stocks

$17.5M

307,738

1.6%

HCAT HEALTH CATALYST INC

Common Stocks

$16.4M

12,878,700

1.5%

OMCL OMNICELL INC

Common Stocks

$16.4M

489,846

1.5%

KRMD KORU MEDICAL SYSTEMS INC

Common Stocks

$16.3M

3,768,380

1.5%

WGS GENEDX HOLDINGS CORP

Common Stocks

$15.6M

242,927

1.4%

— WAVE LIFE SCIENCES LTD

Common Stocks

$13.4M

1,843,968

1.2%

VERA VERA THERAPEUTICS INC

Common Stocks

$12.6M

313,906

1.1%

MDXG MIMEDX GROUP INC

Common Stocks

$11.2M

2,842,892

1.0%

BFLY BUTTERFLY NETWORK INC

Common Stocks

$10.7M

2,660,167

1.0%

SGP SPYGLASS PHARMA INC

Common Stocks

$9.7M

375,000

0.9%

ORGO ORGANOGENESIS HOLDINGS INC

Common Stocks

$8.3M

3,498,533

0.7%

PCVX VAXCYTE INC

Common Stocks

$8.2M

141,784

0.7%

ELVN ENLIVEN THERAPEUTICS INC

Common Stocks

$7.9M

201,867

0.7%

RYTM RHYTHM PHARMACEUTICALS INC

Common Stocks

$7.6M

87,181

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

45%前 6 大占比

AXGN11.9%PVLA11.0%NEO6.5%SIBN6.1%CENTESSA PHARMACEUTICALS LIMITED5.6%APGE4.3%