Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
First Light Asset Management, LLC (CIK 1600004) reported $1.12B across 34 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AXGN ($132.6M, 11.88%), PVLA ($122.3M, 10.96%), NEO ($72.2M, 6.47%), SIBN ($67.6M, 6.06%), CNTA ($62.0M, 5.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AXGN | AXOGEN INC | $132.6M | 11.88% | 4.0M | Trimmed |
| 2 | PVLA | PALVELLA THERAPEUTICS INC | $122.3M | 10.96% | 980,758 | Added |
| 3 | NEO | NEOGENOMICS INC | $72.2M | 6.47% | 9.7M | Trimmed |
| 4 | SIBN | SI-BONE INC | $67.6M | 6.06% | 5.4M | Added |
| 5 | CNTA | CENTESSA PHARMACEUTICALS LIMITED | $62.0M | 5.56% | 1.6M | Trimmed |
| 6 | APGE | APOGEE THERAPEUTICS INC | $48.5M | 4.35% | 576,684 | Added |
| 7 | AMLX | AMYLYX PHARMACEUTICALS INC | $44.3M | 3.97% | 3.2M | Trimmed |
| 8 | TWST | TWIST BIOSCIENCE CORPORATION | $41.8M | 3.74% | 878,848 | Trimmed |
| 9 | CRNX | CRINETICS PHARMACEUTICALS INC | $39.6M | 3.55% | 1.1M | Trimmed |
| 10 | MASS | 908 DEVICES INC | $37.2M | 3.33% | 6.1M | Added |
| 11 | NPCE | NEUROPACE INC | $32.3M | 2.90% | 2.5M | Added |
| 12 | EWTX | EDGEWISE THERAPEUTICS INC | $31.6M | 2.83% | 1.0M | Trimmed |
| 13 | ANAB | ANAPTYS BIO INC | $31.4M | 2.81% | 565,431 | Trimmed |
| 14 | SLP | SIMULATIONS PLUS INC | $31.1M | 2.79% | 2.6M | Added |
| 15 | GH | GUARDANT HEALTH | $25.9M | 2.32% | 280,299 | Trimmed |
| 16 | TNDM | TANDEM DIABETES CARE INC | $25.2M | 2.26% | 1.3M | Added |
| 17 | ATRC | ATRICURE INC | $20.8M | 1.87% | 729,521 | Trimmed |
| 18 | TLSI | TRISALUS LIFE SCIENCES INC | $20.3M | 1.82% | 5.1M | New |
| 19 | TECX | TECTONIC THERAPEUTICS INC | $20.0M | 1.79% | 647,743 | New |
| 20 | IRTC | IRHYTHM TECHNOLOGIES | $19.8M | 1.78% | 168,116 | Added |
| 21 | SEPN | SEPTERNA INC | $17.6M | 1.58% | 732,860 | Added |
| 22 | ESTA | ESTABLISHMENT LABS HOLDINGS | $17.5M | 1.57% | 307,738 | Trimmed |
| 23 | HCAT | HEALTH CATALYST INC | $16.4M | 1.47% | 12.9M | Trimmed |
| 24 | OMCL | OMNICELL INC | $16.4M | 1.47% | 489,846 | New |
| 25 | KRMD | KORU MEDICAL SYSTEMS INC | $16.3M | 1.46% | 3.8M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31