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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
$1.12B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 85 项
建仓 12
增持 18
减持 18
清仓 37
方向
标的
Δ市值
现股数(环比)
清仓
—
KARUNA THERAPEUTICS INC
-$90.9M
0
-100%
增持
NTRA
NATERA INC
+$49.7M
656,708
+296%
建仓
—
CENTESSA PHARMACEUTICALS LIMITED
+$33.9M
3,002,045
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
IRTC
IRHYTHM TECHNOLOGIES
+$32.5M
420,892
+177%
增持
—
SHOCKWAVE MEDICAL INC
+$29.8M
161,484
+35%
减持
—
PROTHENA CORPORATION PLC
-$28.5M
444,953
-59%
建仓
PODD
INSULET CORP
+$25.9M
151,264
增持
—
R1 RCM INC
+$24.2M
2,552,325
+213%
增持
OSCR
OSCAR HEALTH INC CLASS A
+$22.4M
2,102,554
+117%
建仓
PRVA
PRIVIA HEALTH GROUP INC
+$21.6M
1,103,601
增持
AVTR
AVANTOR INC
+$21.4M
850,695
+5728%
建仓
—
ALPINE IMMUNE SCIENCES INC
+$19.9M
501,243
清仓
—
AXONICS MODULATION TECHNOLOGIES
-$19.8M
0
-100%
减持
XENE
XENON PHARMACEUTICALS
-$19.0M
1,320,172
-20%
建仓
VERA
VERA THERAPEUTICS INC
+$18.8M
436,133
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$17.9M
0
-100%
清仓
—
BIOHAVEN LTD
-$16.4M
0
-100%
减持
—
MODEL N INC
-$16.0M
894,241
-42%
减持
ATEC
ALPHATEC HOLDINGS INC
-$15.6M
5,418,631
-9%
减持
SIBN
SI-BONE INC
-$13.0M
2,473,165
-3%
减持
PLRX
PLIANT THERAPEUTICS INC
-$12.4M
3,534,993
-2%
减持
INSM
INSMED INC
-$12.3M
282,766
-56%
增持
INSP
INSPIRE MEDICAL SYSTEMS INC
+$12.1M
139,951
+58%
减持
NEO
NEOGENOMICS INC
-$11.6M
3,302,165
-16%
建仓
—
INARI MEDICAL INC.
+$10.3M
213,940
清仓
KIDS
ORTHOPEDIATRICS CORP
-$9.7M
0
-100%
清仓
OLMA
OLEMA PHARMACEUTICALS INC
-$8.9M
0
-100%
建仓
PEN
PENUMBRA, INC.
+$8.5M
37,955
减持
CRNX
CRINETICS PHARMACEUTICALS INC
+$8.4M
1,690,177
-15%
减持
TMDX
TRANSMEDICS GROUP INC
-$6.9M
711,682
-6%
增持
—
STEVANATO GROUP SPA
+$6.9M
835,985
+15%
增持
EVH
EVOLENT HEALTH INC
+$6.8M
288,181
+253%
建仓
GPCR
STRUCTURE THERAPEUTICS INC
+$6.4M
149,113
减持
THC
TENET HEALTHCARE CORP
-$6.3M
79,523
-59%
增持
TNDM
TANDEM DIABETES CARE INC
+$6.2M
475,077
+32%
增持
ATRC
ATRICURE INC
-$6.1M
1,382,860
+2%
建仓
—
LIVANOVA PLC
+$5.8M
102,792
减持
ANAB
ANAPTYS BIO INC
-$5.2M
944,110
-24%
清仓
HALO
HALOZYME THERAPEUTICS INC
-$5.0M
0
-100%
增持
AXGN
AXOGEN INC
+$4.3M
765,886
+177%
建仓
PCVX
VAXCYTE INC
+$4.1M
60,284
减持
HCAT
HEALTH CATALYST INC
-$3.9M
734,681
-28%
增持
OPRX
OPTIMIZERX CORP
-$3.6M
1,737,584
+1%
建仓
—
VENTYX BIOSCIENCES INC
+$3.4M
624,842
建仓
DYN
DYNE THERAPEUTICS INC
+$3.0M
105,948
清仓
TECH
BIO TECHNE CORP
-$2.5M
0
-100%
减持
IDYA
IDEAYA BIOSCIENCES INC
+$2.4M
335,471
-3%
减持
TCMD
TACTILE SYSTEMS TECHNOLOGY INC
+$2.0M
2,641,975
-8%
减持
BCYC
BICYCLE THERAPEUTICS PLC
+$1.7M
1,193,051
-23%
清仓
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$1.5M
0
-100%
增持
TELA
TELA BIO INC
-$1.3M
2,754,028
+8%
增持
RARE
ULTRAGENYX PHARMACEUTICAL INC
+$1.3M
790,446
+6%
增持
—
PERFORMANT FINANCIAL CORPORATION
+$695.4K
10,515,127
+9%
减持
—
PARAGON 28 INC
-$488.5K
3,802,968
-0%
清仓
EXEL
EXELIXIS INC
-$442.5K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$417.8K
0
-100%
清仓
NVS
NOVARTIS AG-SPONSORED ADR
-$416.3K
0
-100%
清仓
SNN
SMITH & NEPHEW PLC SPONSORED ADR
-$412.2K
0
-100%
清仓
CNC
CENTENE CORPORATION
-$409.7K
0
-100%
清仓
HUM
HUMANA INC
-$406.5K
0
-100%
清仓
FMS
FRESENIUS MEDICAL CARE AG & CO SPONSORED ADR
-$406.0K
0
-100%
清仓
ENOV
ENOVIS CORP
-$403.5K
0
-100%
清仓
ABBV
ABBVIE
-$393.6K
0
-100%
清仓
SNY
SANOFI-SYNTHELABO
-$383.5K
0
-100%
清仓
GSK
GLAXOSMITHKLINE PLC
-$372.7K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$366.7K
0
-100%
清仓
TAK
TAKEDA PHARMACEUTICAL CO
-$365.7K
0
-100%
减持
SLP
SIMULATIONS PLUS INC
-$358.9K
28,741
-17%
清仓
VTRS
VIATRIS INC
-$357.5K
0
-100%
增持
KRMD
KORU MEDICAL SYSTEMS INC
-$355.4K
5,220,990
+1%
清仓
—
MEDTRONIC PLC
-$345.0K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$338.7K
0
-100%
清仓
IART
INTEGRA LIFESCIENCES HOLDINGS CORP
-$316.2K
0
-100%
清仓
HCA
HCA HOLDINGS INC
-$314.0K
0
-100%
清仓
QDEL
QUIDEL CORP
-$313.7K
0
-100%
清仓
—
QIAGEN N.V.
-$300.2K
0
-100%
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$295.8K
0
-100%
清仓
XRAY
DENTSPLY SIRONA INC
-$292.8K
0
-100%
清仓
BIIB
BIOGEN INC
-$283.6K
0
-100%
清仓
—
LABORATORY CORPORATION OF AMERICAN HOLDINGS
-$276.8K
0
-100%
清仓
—
PATTERSON COMPANIES INC
-$263.6K
0
-100%
清仓
RVTY
REVVITY INC
-$243.0K
0
-100%
清仓
BAYRY
BAYER AG SPONSORED ADR
-$235.1K
0
-100%
清仓
OGN
ORGANON & CO
-$183.4K
0
-100%
增持
GH
GUARDANT HEALTH
+$18.3K
189,765
+32%