First Light Asset Management, LLC
Edina MN · SEC CIK 0001600004
$16.45亿2026Q2 申报市值
31持仓数
60.7%前十大占比 · 第一大 10.9%
2 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ELVN 加仓+$5,881.33万
APOGEE THERAPEUT 加仓+$4,693.40万
SIBN 加仓+$4,528.47万
TRVI 新建仓+$3,911.31万
NEO 加仓+$3,719.79万
2026Q2 卖出最多 按季末市值估算
CENTESSA PHARMAC 清仓-$6,200.26万
AXGN 减仓-$5,794.11万
PVLA 减仓-$3,191.75万
TWST 减仓-$1,552.61万
WVE 清仓-$1,336.88万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | CENTESSA PHARMACEUTICALS LIMITED | $0 | 0.00% | 0 | -1,560,991 | -100.0% | -$6,200.26万 | 清仓 |
| WVE | WAVE LIFE SCIENCES LTD | $0 | 0.00% | 0 | -1,843,968 | -100.0% | -$1,336.88万 | 清仓 |
| VERA | VERA THERAPEUTICS INC | $0 | 0.00% | 0 | -313,906 | -100.0% | -$1,262.84万 | 清仓 |
| MDXG | MIMEDX GROUP INC | $0 | 0.00% | 0 | -2,842,892 | -100.0% | -$1,122.94万 | 清仓 |
| SGP | SPYGLASS PHARMA INC | $0 | 0.00% | 0 | -375,000 | -100.0% | -$971.62万 | 清仓 |
| ORGO | ORGANOGENESIS HOLDINGS INC | $0 | 0.00% | 0 | -3,498,533 | -100.0% | -$829.15万 | 清仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $952.25万 | 0.58% | 85,765 | -1,416 | -1.6% | -$15.72万 | 减仓 |
| TCMD | TACTILE SYSTEMS TECHNOLOGY INC | $1,377.51万 | 0.84% | 462,562 | 462,562 | — | $1,377.51万 | 新建仓 |
| — | KORU MEDICAL SYSTEMS INC | $1,422.92万 | 0.86% | 3,387,902 | -380,478 | -10.1% | -$159.80万 | 减仓 |
| ATRC | ATRICURE INC | $1,588.81万 | 0.97% | 567,838 | -161,683 | -22.2% | -$452.39万 | 减仓 |
| OMCL | OMNICELL INC | $1,878.05万 | 1.14% | 452,324 | -37,522 | -7.7% | -$155.79万 | 减仓 |
| IRTC | IRHYTHM TECHNOLOGIES | $1,987.56万 | 1.21% | 167,092 | -1,024 | -0.6% | -$12.18万 | 减仓 |
| PCVX | VAXCYTE INC | $2,006.40万 | 1.22% | 345,157 | 203,373 | 143.4% | $1,182.21万 | 加仓 |
| ESTA | ESTABLISHMENT LABS HOLDINGS | $2,115.88万 | 1.29% | 246,577 | -61,161 | -19.9% | -$524.82万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $2,224.90万 | 1.35% | 2,642,404 | -17,763 | -0.7% | -$14.96万 | 减仓 |
| — | HEALTH CATALYST INC | $2,549.36万 | 1.55% | 12,810,861 | -67,839 | -0.5% | -$13.50万 | 减仓 |
| TECX | TECTONIC THERAPEUTICS INC | $2,752.50万 | 1.67% | 800,726 | 152,983 | 23.6% | $525.88万 | 加仓 |
| — | TRISALUS LIFE SCIENCES INC | $2,981.38万 | 1.81% | 6,552,491 | 1,485,664 | 29.3% | $675.98万 | 加仓 |
| SEPN | SEPTERNA INC | $3,225.96万 | 1.96% | 963,260 | 230,400 | 31.4% | $771.61万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $3,911.31万 | 2.38% | 2,097,215 | 2,097,215 | — | $3,911.31万 | 新建仓 |
| ANAB | ANAPTYS BIO INC | $3,928.53万 | 2.39% | 582,004 | 16,573 | 2.9% | $111.87万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $4,449.68万 | 2.70% | 1,095,171 | 93,325 | 9.3% | $379.18万 | 加仓 |
| NPCE | NEUROPACE INC | $4,546.39万 | 2.76% | 2,861,167 | 401,201 | 16.3% | $637.51万 | 加仓 |
| — | CRINETICS PHARMACEUTICALS INC | $5,092.36万 | 3.10% | 1,360,866 | 271,196 | 24.9% | $1,014.82万 | 加仓 |
| TNDM | TANDEM DIABETES CARE INC | $5,105.78万 | 3.10% | 3,383,553 | 2,068,838 | 157.4% | $3,121.88万 | 加仓 |
| — | SIMULATIONS PLUS INC | $5,113.39万 | 3.11% | 2,792,677 | 159,854 | 6.1% | $292.69万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $5,381.63万 | 3.27% | 783,923 | 540,996 | 222.7% | $3,713.94万 | 加仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $5,429.77万 | 3.30% | 3,023,256 | -167,389 | -5.2% | -$300.63万 | 减仓 |
| MASS | 908 DEVICES INC | $5,466.04万 | 3.32% | 6,282,804 | 210,241 | 3.5% | $182.91万 | 加仓 |
| GH | GUARDANT HEALTH | $6,625.11万 | 4.03% | 441,586 | 161,287 | 57.5% | $2,419.79万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $6,905.81万 | 4.20% | 1,360,750 | 1,158,883 | 574.1% | $5,881.33万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORPORATION | $7,488.97万 | 4.55% | 727,933 | -150,915 | -17.2% | -$1,552.61万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC | $1.18亿 | 7.17% | 771,901 | -208,857 | -21.3% | -$3,191.75万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $1.23亿 | 7.50% | 930,289 | 353,605 | 61.3% | $4,693.40万 | 加仓 |
| AXGN | AXOGEN INC | $1.27亿 | 7.72% | 2,748,361 | -1,254,407 | -31.3% | -$5,794.11万 | 减仓 |
| SIBN | SI-BONE INC | $1.33亿 | 8.06% | 8,127,985 | 2,774,795 | 51.8% | $4,528.47万 | 加仓 |
| NEO | NEOGENOMICS INC | $1.79亿 | 10.89% | 12,279,523 | 2,549,545 | 26.2% | $3,719.79万 | 加仓 |