§ 13F · FUND PROFILE
First Light Asset Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 35Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$98M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AXGN | AXOGEN INC | 4.00M | $133M | 11.9% | −24% |
| 2 | PVLA | PALVELLA THERAPEUTICS INC | 981K | $122M | 11.0% | +38% |
| 3 | NEO | NEOGENOMICS INC | 9.73M | $72M | 6.5% | −3% |
| 4 | SIBN | SI-BONE INC | 5.35M | $68M | 6.1% | +6% |
| 5 | CNTA | CENTESSA PHARMACEUTICALS LIMITED | 1.56M | $62M | 5.6% | −31% |
| 6 | APGE | APOGEE THERAPEUTICS INC | 577K | $49M | 4.3% | +102% |
| 7 | AMLX | AMYLYX PHARMACEUTICALS INC | 3.19M | $44M | 4.0% | −5% |
| 8 | TWST | TWIST BIOSCIENCE CORPORATION | 879K | $42M | 3.7% | −23% |
| 9 | CRNX | CRINETICS PHARMACEUTICALS INC | 1.09M | $40M | 3.5% | −9% |
| 10 | MASS | 908 DEVICES INC | 6.07M | $37M | 3.3% | +26% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIRST SIGNAL
AC read
First Light Asset Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed