Institutions / First Light Asset Management, LLC
First Light Asset Management, LLC
CIK 1600004 · Institution · as of Dec 31, 2025
Portfolio value
$1.31B
Positions
33
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 33 →
| Company | Value | % of portfolio |
|---|---|---|
| Axogen, Inc. | $171.29M | 13.1% |
| NeoGenomics Inc | $118.01M | 9.0% |
| SI-BONE, Inc. | $99.25M | 7.6% |
| Palvella Therapeutics, Inc.PVLA | $74.23M | 5.7% |
| Centessa Pharmaceuticals Limited | $57.00M | 4.4% |
| Crinetics Pharmaceuticals, Inc. | $55.59M | 4.3% |
| AtriCure Inc | $46.50M | 3.6% |
| Vera Therapeutics, Inc. | $44.04M | 3.4% |
| Disc Medicine, Inc.IRON | $41.54M | 3.2% |
| Amylyx Pharmaceuticals, Inc. | $40.53M | 3.1% |
| Edgewise Therapeutics, Inc. | $39.05M | 3.0% |
| Madrigal Pharmaceuticals, Inc. | $38.92M | 3.0% |
| Twist Bioscience Corp | $36.19M | 2.8% |
| Simulations Plus, Inc. | $35.89M | 2.7% |
| Rhythm Pharmaceuticals, Inc. | $31.67M | 2.4% |
| Wave Life Sciences Ltd | $31.52M | 2.4% |
| AnaptysBio, Inc. | $31.33M | 2.4% |
| Health Catalyst, Inc. | $30.86M | 2.4% |
| Guardant Health, Inc. | $30.11M | 2.3% |
| iRhythm Holdings, Inc. | $27.30M | 2.1% |
| Establishment Labs Holdings Inc. | $27.19M | 2.1% |
| 908 Devices Inc.MASS | $25.39M | 1.9% |
| KORU Medical Systems, Inc.KRMD | $24.46M | 1.9% |
| Tandem Diabetes Care Inc | $23.95M | 1.8% |
| Apogee Therapeutics, Inc. | $21.51M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.