First Light Asset Management, LLC
Edina MN · SEC CIK 0001600004
$11.16亿2026Q1 申报市值
35持仓数
59.9%前十大占比 · 第一大 11.9%
6 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PVLA 加仓+$3,385.71万
APOGEE THERAPEUT 加仓+$2,455.18万
TRISALUS LIFE SC 新建仓+$2,026.73万
OMCL 新建仓+$1,635.11万
WGS 新建仓+$1,560.08万
2026Q1 卖出最多 按季末市值估算
IRON 清仓-$4,154.47万
AXGN 减仓-$4,076.84万
MDGL 清仓-$3,891.84万
CENTESSA PHARMAC 减仓-$2,851.69万
VERA 减仓-$2,235.86万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AXGN | AXOGEN INC | $1.33亿 | 11.88% | 4,002,768 | -1,230,558 | -23.5% | -$4,076.84万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC | $1.22亿 | 10.96% | 980,758 | 271,617 | 38.3% | $3,385.71万 | 加仓 |
| NEO | NEOGENOMICS INC | $7,219.64万 | 6.47% | 9,729,978 | -305,085 | -3.0% | -$226.37万 | 减仓 |
| SIBN | SI-BONE INC | $6,761.08万 | 6.06% | 5,353,190 | 320,286 | 6.4% | $404.52万 | 加仓 |
| — | CENTESSA PHARMACEUTICALS LIMITED | $6,200.26万 | 5.56% | 1,560,991 | -717,949 | -31.5% | -$2,851.69万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $4,853.95万 | 4.35% | 576,684 | 291,693 | 102.4% | $2,455.18万 | 加仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $4,435.00万 | 3.97% | 3,190,645 | -164,894 | -4.9% | -$229.20万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORPORATION | $4,176.29万 | 3.74% | 878,848 | -261,923 | -23.0% | -$1,244.66万 | 减仓 |
| — | CRINETICS PHARMACEUTICALS INC | $3,957.68万 | 3.55% | 1,089,670 | -104,593 | -8.8% | -$379.88万 | 减仓 |
| MASS | 908 DEVICES INC | $3,716.41万 | 3.33% | 6,072,563 | 1,236,377 | 25.6% | $756.66万 | 加仓 |
| NPCE | NEUROPACE INC | $3,234.86万 | 2.90% | 2,459,966 | 1,110,484 | 82.3% | $1,460.29万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $3,155.81万 | 2.83% | 1,001,846 | -571,855 | -36.3% | -$1,801.34万 | 减仓 |
| ANAB | ANAPTYS BIO INC | $3,135.88万 | 2.81% | 565,431 | -80,807 | -12.5% | -$448.16万 | 减仓 |
| — | SIMULATIONS PLUS INC | $3,112.00万 | 2.79% | 2,632,823 | 663,906 | 33.7% | $784.74万 | 加仓 |
| GH | GUARDANT HEALTH | $2,589.12万 | 2.32% | 280,299 | -14,452 | -4.9% | -$133.49万 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC | $2,520.31万 | 2.26% | 1,314,715 | 225,222 | 20.7% | $431.75万 | 加仓 |
| ATRC | ATRICURE INC | $2,081.32万 | 1.87% | 729,521 | -445,924 | -37.9% | -$1,272.22万 | 减仓 |
| — | TRISALUS LIFE SCIENCES INC | $2,026.73万 | 1.82% | 5,066,827 | 5,066,827 | — | $2,026.73万 | 新建仓 |
| TECX | TECTONIC THERAPEUTICS INC | $2,002.17万 | 1.79% | 647,743 | 445,350 | 220.0% | $1,376.58万 | 重新持有 |
| IRTC | IRHYTHM TECHNOLOGIES | $1,984.11万 | 1.78% | 168,116 | 14,245 | 9.3% | $168.12万 | 加仓 |
| SEPN | SEPTERNA INC | $1,761.06万 | 1.58% | 732,860 | 112,049 | 18.0% | $269.25万 | 加仓 |
| ESTA | ESTABLISHMENT LABS HOLDINGS | $1,747.34万 | 1.57% | 307,738 | -65,344 | -17.5% | -$371.02万 | 减仓 |
| — | HEALTH CATALYST INC | $1,635.59万 | 1.47% | 12,878,700 | -32,241 | -0.2% | -$4.09万 | 减仓 |
| OMCL | OMNICELL INC | $1,635.11万 | 1.47% | 489,846 | 489,846 | — | $1,635.11万 | 新建仓 |
| — | KORU MEDICAL SYSTEMS INC | $1,627.94万 | 1.46% | 3,768,380 | -442,132 | -10.5% | -$191.00万 | 减仓 |
| WGS | GENEDX HOLDINGS CORP | $1,560.08万 | 1.40% | 242,927 | 242,927 | — | $1,560.08万 | 新建仓 |
| WVE | WAVE LIFE SCIENCES LTD | $1,336.88万 | 1.20% | 1,843,968 | -9,883 | -0.5% | -$7.17万 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $1,262.84万 | 1.13% | 313,906 | -555,770 | -63.9% | -$2,235.86万 | 减仓 |
| MDXG | MIMEDX GROUP INC | $1,122.94万 | 1.01% | 2,842,892 | -196,449 | -6.5% | -$77.60万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $1,074.71万 | 0.96% | 2,660,167 | -151,964 | -5.4% | -$61.39万 | 减仓 |
| SGP | SPYGLASS PHARMA INC | $971.62万 | 0.87% | 375,000 | 375,000 | — | $971.62万 | 新建仓 |
| ORGO | ORGANOGENESIS HOLDINGS INC | $829.15万 | 0.74% | 3,498,533 | -364,287 | -9.4% | -$86.34万 | 减仓 |
| PCVX | VAXCYTE INC | $823.91万 | 0.74% | 141,784 | 141,784 | — | $823.91万 | 新建仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $791.32万 | 0.71% | 201,867 | 201,867 | — | $791.32万 | 新建仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $758.21万 | 0.68% | 87,181 | -208,663 | -70.5% | -$1,814.74万 | 减仓 |
| IRON | DISC MEDICINE INC | $0 | 0.00% | 0 | -523,167 | -100.0% | -$4,154.47万 | 清仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -66,831 | -100.0% | -$3,891.84万 | 清仓 |
| ABVX | ABIVAX SA-ADR | $0 | 0.00% | 0 | -88,674 | -100.0% | -$1,195.81万 | 清仓 |
| DYN | DYNE THERAPEUTICS INC | $0 | 0.00% | 0 | -155,231 | -100.0% | -$303.63万 | 清仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $0 | 0.00% | 0 | -760 | -100.0% | -$24.55万 | 清仓 |