First Light Asset Management, LLC: 13F holdings
CIK 16000042026Q2
| Positions | 31 |
|---|
| Reported value | $1.6bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 31 (-4 vs prior quarter) |
|---|
| Reported value | $1.6bn (+47.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NEO NEOGENOMICS INC | 12,279,523 | $179.2m | 10.9% |
| SIBN SI-BONE INC | 8,127,985 | $132.6m | 8.1% |
| AXGN AXOGEN INC | 2,748,361 | $126.9m | 7.7% |
| APOGEE THERAPEUTICS INC | 930,289 | $123.5m | 7.5% |
| PVLA PALVELLA THERAPEUTICS INC | 771,901 | $118.0m | 7.2% |
| TWST TWIST BIOSCIENCE CORPORATION | 727,933 | $74.9m | 4.6% |
| ELVN ENLIVEN THERAPEUTICS INC | 1,360,750 | $69.1m | 4.2% |
| GH GUARDANT HEALTH | 441,586 | $66.3m | 4.0% |
| MASS 908 DEVICES INC | 6,282,804 | $54.7m | 3.3% |
| AMLX AMYLYX PHARMACEUTICALS INC | 3,023,256 | $54.3m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1600004")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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