First Light Asset Management, LLC 13F 持仓 · 2026年Q2
First Light Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 31 只证券，申报市值合计 16.45 亿美元。前几大持仓：NEO（10.89%）、SIBN（8.06%）、AXGN（7.72%）。本季前 25 大持仓中：新建仓 1 只、增持 17 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NEO | NEOGENOMICS INC | $179.2M | 10.89% | 12.3M | 增持 |
| 2 | SIBN | SI-BONE INC | $132.6M | 8.06% | 8.1M | 增持 |
| 3 | AXGN | AXOGEN INC | $126.9M | 7.72% | 2.7M | 减持 |
| 4 | APGE | APOGEE THERAPEUTICS INC | $123.5M | 7.50% | 930,289 | 增持 |
| 5 | PVLA | PALVELLA THERAPEUTICS INC | $118.0M | 7.17% | 771,901 | 减持 |
| 6 | TWST | TWIST BIOSCIENCE CORPORATION | $74.9M | 4.55% | 727,933 | 减持 |
| 7 | ELVN | ENLIVEN THERAPEUTICS INC | $69.1M | 4.20% | 1.4M | 增持 |
| 8 | GH | GUARDANT HEALTH | $66.3M | 4.03% | 441,586 | 增持 |
| 9 | MASS | 908 DEVICES INC | $54.7M | 3.32% | 6.3M | 增持 |
| 10 | AMLX | AMYLYX PHARMACEUTICALS INC | $54.3M | 3.30% | 3.0M | 减持 |
| 11 | WGS | GENEDX HOLDINGS CORP | $53.8M | 3.27% | 783,923 | 增持 |
| 12 | SLP | SIMULATIONS PLUS INC | $51.1M | 3.11% | 2.8M | 增持 |
| 13 | CRNX | CRINETICS PHARMACEUTICALS INC | $50.9M | 3.10% | 1.4M | 增持 |
| 14 | TNDM | TANDEM DIABETES CARE INC | $51.1M | 3.10% | 3.4M | 增持 |
| 15 | NPCE | NEUROPACE INC | $45.5M | 2.76% | 2.9M | 增持 |
| 16 | EWTX | EDGEWISE THERAPEUTICS INC | $44.5M | 2.70% | 1.1M | 增持 |
| 17 | ANAB | ANAPTYS BIO INC | $39.3M | 2.39% | 582,004 | 增持 |
| 18 | TRVI | TREVI THERAPEUTICS INC | $39.1M | 2.38% | 2.1M | 新建仓 |
| 19 | SEPN | SEPTERNA INC | $32.3M | 1.96% | 963,260 | 增持 |
| 20 | TLSI | TRISALUS LIFE SCIENCES INC | $29.8M | 1.81% | 6.6M | 增持 |
| 21 | TECX | TECTONIC THERAPEUTICS INC | $27.5M | 1.67% | 800,726 | 增持 |
| 22 | HCAT | HEALTH CATALYST INC | $25.5M | 1.55% | 12.8M | 减持 |
| 23 | BFLY | BUTTERFLY NETWORK INC | $22.2M | 1.35% | 2.6M | 减持 |
| 24 | ESTA | ESTABLISHMENT LABS HOLDINGS | $21.2M | 1.29% | 246,577 | 减持 |
| 25 | PCVX | VAXCYTE INC | $20.1M | 1.22% | 345,157 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR