EdgeMarket › What First Light Asset Management, Llc reported owning
What First Light Asset Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
35Quarter
2026-03-31Shown below
35largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AXGN Axogen, Inc. | 132.6M | 11.9% | 4.0M | 50.40 | +223.9% |
| PVLA PALVELLA THERAPEUTICS, INC. | 122.3M | 11.0% | 980.8K | 142.04 | +181.6% |
| NEO NEOGENOMICS INC | 72.2M | 6.5% | 9.7M | 16.98 | +178.4% |
| SIBN SI-BONE, Inc. | 67.6M | 6.1% | 5.4M | 19.96 | +28.4% |
| unmapped CUSIP 152309100 | 62.0M | 5.6% | 1.6M | — | — |
| APGE Apogee Therapeutics, Inc. | 48.5M | 4.3% | 576.7K | 134.75 | +274.1% |
| AMLX Amylyx Pharmaceuticals, Inc. | 44.3M | 4.0% | 3.2M | 38.66 | +381.4% |
| TWST Twist Bioscience Corp | 41.8M | 3.7% | 878.8K | 145.59 | +450.4% |
| CRNX Crinetics Pharmaceuticals, Inc. | 39.6M | 3.5% | 1.1M | 84.69 | +191.1% |
| MASS 908 Devices Inc. | 37.2M | 3.3% | 6.1M | 10.68 | +78.6% |
| NPCE NeuroPace Inc | 32.3M | 2.9% | 2.5M | 14.03 | +62.0% |
| EWTX Edgewise Therapeutics, Inc. | 31.6M | 2.8% | 1.0M | 44.18 | +219.2% |
| ANAB ANAPTYSBIO, INC | 31.4M | 2.8% | 565.4K | 57.74 | +186.6% |
| SLP Simulations Plus, Inc. | 31.1M | 2.8% | 2.6M | 18.40 | +31.1% |
| GH Guardant Health, Inc. | 25.9M | 2.3% | 280.3K | 170.69 | +191.8% |
| TNDM TANDEM DIABETES CARE INC | 25.2M | 2.3% | 1.3M | 22.32 | +109.0% |
| ATRC AtriCure, Inc. | 20.8M | 1.9% | 729.5K | 48.98 | +35.8% |
| TLSI TriSalus Life Sciences, Inc. | 20.3M | 1.8% | 5.1M | 5.27 | +2.9% |
| TECX Tectonic Therapeutic, Inc. | 20.0M | 1.8% | 647.7K | 37.63 | +56.3% |
| IRTC iRhythm Holdings, Inc. | 19.8M | 1.8% | 168.1K | 128.52 | -21.2% |
| SEPN Septerna, Inc. | 17.6M | 1.6% | 732.9K | 40.00 | +260.7% |
| ESTA ESTABLISHMENT LABS HOLDINGS INC. | 17.5M | 1.6% | 307.7K | 72.67 | +85.9% |
| HCAT Health Catalyst, Inc. | 16.4M | 1.5% | 12.9M | 1.53 | -47.6% |
| OMCL OMNICELL, INC. | 16.4M | 1.5% | 489.8K | 35.58 | +12.1% |
| KRMD KORU Medical Systems, Inc. | 16.3M | 1.5% | 3.8M | 3.21 | -22.7% |
| WGS GeneDx Holdings Corp. | 15.6M | 1.4% | 242.9K | 87.06 | -27.6% |
| WVE Wave Life Sciences, Inc. | 13.4M | 1.2% | 1.8M | 5.29 | -44.0% |
| VERA Vera Therapeutics, Inc. | 12.6M | 1.1% | 313.9K | 32.27 | +46.0% |
| MDXG MIMEDX GROUP, INC. | 11.2M | 1.0% | 2.8M | 4.33 | -39.6% |
| BFLY Butterfly Network, Inc. | 10.7M | 1.0% | 2.7M | 9.55 | +577.3% |
| SGP SpyGlass Pharma, Inc. | 9.7M | 0.9% | 375.0K | 26.51 | — |
| ORGO Organogenesis Holdings Inc. | 8.3M | 0.7% | 3.5M | 1.80 | -60.7% |
| PCVX Vaxcyte, Inc. | 8.2M | 0.7% | 141.8K | 62.62 | +100.3% |
| ELVN Enliven Therapeutics, Inc. | 7.9M | 0.7% | 201.9K | 59.82 | +204.3% |
| RYTM RHYTHM PHARMACEUTICALS, INC. | 7.6M | 0.7% | 87.2K | 110.00 | +11.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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