Fund HoldingsFirst Light Asset Management, LLC

Total Portfolio Value
$1.31B
Total Bought
$449.31M
Total Sold
$401.54M
Net Transaction
+$47.76M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SI-BONE INC(SIBN)1,917,9035,032,904+3,115,00128,23299,2497.59%+71,017
AXOGEN INC(AXGN)5,805,7305,233,326-572,404103,574171,28713.10%+67,713
NEOGENOMICS INC(NEO)9,927,26910,035,063+107,79476,639118,0129.02%+41,374
PALVELLA THERAPEUTICS INC(PVLA)541,544709,141+167,59733,94974,2265.67%+40,276
MADRIGAL PHARMACEUTICALS INC(MDGL)11,53966,831+55,2925,29238,9182.98%+33,626
WAVE LIFE SCIENCES LTD(WVE)01,853,851+1,853,851031,5152.41%+31,515
VERA THERAPEUTICS INC(VERA)507,097869,676+362,57914,73644,0403.37%+29,304
DISC MEDICINE INC(IRON)231,186523,167+291,98115,27741,5453.18%+26,268
SIMULATIONS PLUS INC767,7601,968,917+1,201,15711,57035,8932.74%+24,323
TANDEM DIABETES CARE INC(TNDM)01,089,493+1,089,493023,9471.83%+23,947
APOGEE THERAPEUTICS INC(APGE)0284,991+284,991021,5111.64%+21,511
SEPTERNA INC(SEPN)0620,811+620,811017,3081.32%+17,308
CRINETICS PHARMACEUTICALS INC(CRNX)941,5161,194,263+252,74739,21455,5934.25%+16,379
EDGEWISE THERAPEUTICS INC(EWTX)1,414,9941,573,701+158,70722,95139,0512.99%+16,100
ATRICURE INC(ATRC)890,3621,175,445+285,08331,38546,5013.56%+15,115
RHYTHM PHARMACEUTICALS INC(RYTM)180,484295,844+115,36018,22731,6672.42%+13,440
GUARDANT HEALTH(GH)280,001294,751+14,75017,49430,1062.30%+12,611
ESTABLISHMENT LABS HOLDINGS(ESTA)418,358373,082-45,27617,14827,1902.08%+10,042
BUTTERFLY NETWORK INC(BFLY)1,127,9982,812,131+1,684,1332,17710,6860.82%+8,509
KORU MEDICAL SYSTEMS INC4,527,7374,210,512-317,22517,34124,4631.87%+7,122
NEUROPACE INC1,360,0711,349,482-10,58914,02220,8361.59%+6,814
ABIVAX SA-ADR(ABVX)95,95588,674-7,2818,14711,9580.91%+3,812
908 DEVICES INC2,510,4964,836,186+2,325,69021,99225,3901.94%+3,398
DYNE THERAPEUTICS INC(DYN)0155,231+155,23103,0360.23%+3,036
TWIST BIOSCIENCE CORPORATION(TWST)1,194,8831,140,771-54,11233,62436,1852.77%+2,561
ANAPTYS BIO INC990,161646,238-343,92330,31931,3302.40%+1,011
IRHYTHM TECHNOLOGIES(IRTC)155,099153,871-1,22826,67527,3032.09%+627
ISHARES RUSSELL 2000 GROWTH ETF0760+76002450.02%+245
TECTONIC THERAPEUTICS INC202,3930-202,3933,1760-3,176
RADNET INC(RDNT)42,2800-42,2803,2220-3,222
ALIGNMENT HEALTHCARE INC(ALHC)203,1380-203,1383,5450-3,545
EVOLENT HEALTH INC545,2820-545,2824,6130-4,613
MIMEDX GROUP INC3,652,9523,039,341-613,61125,49820,5761.57%-4,921
AMYLYX PHARMACEUTICALS INC(AMLX)3,355,8823,355,539-34345,60640,5353.10%-5,072
STRUCTURE THERAPEUTICS INC197,3500-197,3505,5260-5,526
REPLIGEN CORP(RGEN)41,4270-41,4275,5380-5,538
HEALTH CATALYST INC13,436,22012,910,941-525,27938,29330,8572.36%-7,436
SENSEONICS HOLDINGS INC18,007,6320-18,007,6327,8480-7,848
ULTRAGENYX PHARMACEUTICAL INC(RARE)285,6990-285,6998,5940-8,594
ORGANOGENESIS HOLDINGS INC7,497,9113,862,820-3,635,09131,64120,0091.53%-11,632
CARIS LIFE SCIENCES INC(CAI)403,9240-403,92411,8850-11,885
ADMA BIOLOGICS INC1,069,2330-1,069,23315,6750-15,675
MERUS NV224,0800-224,08021,0970-21,097
CIDARA THERAPEUTICS INC292,6570-292,65728,0250-28,025
CENTESSA PHARMACEUTICALS LIMITED3,635,8162,278,940-1,356,87688,16956,9964.36%-31,172
LENZ THERAPEUTICS INC693,0440-693,04432,2820-32,282
PERFORMANT HEALTHCARE INC11,718,6120-11,718,61290,5850-90,585
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