First Light Asset Management, LLC — 13F holdings

First Light Asset Management, LLC reported 31 holdings worth $1.65B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NEO NEOGENOMICS INC — $179M (10.9%)
2. SIBN SI-BONE INC — $133M (8.1%)
3. AXGN AXOGEN INC — $127M (7.7%)
4. APGE APOGEE THERAPEUTICS INC — $123M (7.5%)
5. PVLA PALVELLA THERAPEUTICS INC NE — $118M (7.2%)
6. TWST TWIST BIOSCIENCE CORP — $74.9M (4.6%)
7. ELVN ENLIVEN THERAPEUTICS INC — $69.1M (4.2%)
8. GH GUARDANT HEALTH INC — $66.3M (4.0%)
9. MASS 908 DEVICES INC — $54.7M (3.3%)
10. AMLX AMYLYX PHARMACEUTICALS INC — $54.3M (3.3%)