account_balance
Investment manager · 13F filer · SEC CIK 1600004
First Light Asset Management, LLC
Reported value$1.65Bas of Jun 30, 2026
Positions31 2 new, 6 sold out
Top 10 weight60.7%NEO alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NEONeogenomics Inc
10.9%Added +26%
SIBNSi-bone Inc
8.1%Added +52%
AXGNAxogen Inc
7.7%Trimmed −31%
APGEApogee Therapeutics Inc
7.5%Added +61%
PVLAPalvella Therapeutics Inc
7.2%Trimmed −21%
TWSTTwist Bioscience Corporation
4.6%Trimmed −17%
ELVNEnliven Therapeutics Inc
4.2%Added +574%
GHGuardant Health
4.0%Added +58%
MASS908 Devices Inc
3.3%Added +3%
AMLXAmylyx Pharmaceuticals Inc
3.3%Trimmed −5%
WGSGenedx Holdings Corp
3.3%Added +223%
SLPSimulations Plus Inc
3.1%Added +6%
NEONeogenomics Inc
10.9%Added +26%
SIBNSi-bone Inc
8.1%Added +52%
AXGNAxogen Inc
7.7%Trimmed −31%
APGEApogee Therapeutics Inc
7.5%Added +61%
PVLAPalvella Therapeutics Inc
7.2%Trimmed −21%
TWST4.6%ELVN4.2%GH4.0%MASS3.3%AMLX3.3%WGS3.3%SLP3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NEO Neogenomics Inc 10.9% Added +26%SIBN Si-bone Inc 8.1% Added +52%AXGN Axogen Inc 7.7% Trimmed −31%APGE Apogee Therapeutics Inc 7.5% Added +61%PVLA Palvella Therapeutics Inc 7.2% Trimmed −21%TWST Twist Bioscience Corporation 4.6% Trimmed −17%ELVN Enliven Therapeutics Inc 4.2% Added +574%GH Guardant Health 4.0% Added +58%MASS 908 Devices Inc 3.3% Added +3%AMLX Amylyx Pharmaceuticals Inc 3.3% Trimmed −5%WGS Genedx Holdings Corp 3.3% Added +223%SLP Simulations Plus Inc 3.1% Added +6%
What changed