First Light Asset Management, LLC
- SEC CIK
- 0001600004
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 31
- 較 2026 年第 1 季 −4
- 總值
- $16.5 億
- 較 2026 年第 1 季 +$5.29 億 (+47.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NEONeogenomics Inc | COM NEW | 12,279,523 | $1.79 億 | 10.9% | +2,549,545+26.2% | 加碼 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 8,127,985 | $1.33 億 | 8.1% | +2,774,795+51.8% | 加碼 | 歷史 |
| AXGNAxogen, Inc. | COM | 2,748,361 | $1.27 億 | 7.7% | −1,254,407−31.3% | 減碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 930,289 | $1.23 億 | 7.5% | +353,605+61.3% | 加碼 | 歷史 |
| PVLAPalvella Therapeutics, Inc. | COM | 771,901 | $1.18 億 | 7.2% | −208,857−21.3% | 減碼 | 歷史 |
| TWSTTwist Bioscience Corp | COM | 727,933 | $7,489 萬 | 4.6% | −150,915−17.2% | 減碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 1,360,750 | $6,906 萬 | 4.2% | +1,158,883+574.1% | 加碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 441,586 | $6,625 萬 | 4.0% | +161,287+57.5% | 加碼 | 歷史 |
| MASS908 Devices Inc. | COM | 6,282,804 | $5,466 萬 | 3.3% | +210,241+3.5% | 加碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 3,023,256 | $5,430 萬 | 3.3% | −167,389−5.2% | 減碼 | 歷史 |
| WGSGeneDx Holdings Corp. | COM CL A | 783,923 | $5,382 萬 | 3.3% | +540,996+222.7% | 加碼 | 歷史 |
| SLPSimulations Plus, Inc. | COM | 2,792,677 | $5,113 萬 | 3.1% | +159,854+6.1% | 加碼 | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 3,383,553 | $5,106 萬 | 3.1% | +2,068,838+157.4% | 加碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 1,360,866 | $5,092 萬 | 3.1% | +271,196+24.9% | 加碼 | 歷史 |
| NPCENeuroPace Inc | COM | 2,861,167 | $4,546 萬 | 2.8% | +401,201+16.3% | 加碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 1,095,171 | $4,450 萬 | 2.7% | +93,325+9.3% | 加碼 | 歷史 |
| ANABAnaptysbio, Inc | COM | 582,004 | $3,929 萬 | 2.4% | +16,573+2.9% | 加碼 | 歷史 |
| TRVITrevi Therapeutics, Inc. | COM | 2,097,215 | $3,911 萬 | 2.4% | +2,097,215 | 新進 | 歷史 |
| SEPNSepterna, Inc. | COM | 963,260 | $3,226 萬 | 2.0% | +230,400+31.4% | 加碼 | 歷史 |
| TLSITriSalus Life Sciences, Inc. | COM | 6,552,491 | $2,981 萬 | 1.8% | +1,485,664+29.3% | 加碼 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 800,726 | $2,752 萬 | 1.7% | +152,983+23.6% | 加碼 | 歷史 |
| HCATHealth Catalyst, Inc. | COM | 12,810,861 | $2,549 萬 | 1.5% | −67,839−0.5% | 減碼 | 歷史 |
| BFLYButterfly Network, Inc. | COM CL A | 2,642,404 | $2,225 萬 | 1.4% | −17,763−0.7% | 減碼 | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 246,577 | $2,116 萬 | 1.3% | −61,161−19.9% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 345,157 | $2,006 萬 | 1.2% | +203,373+143.4% | 加碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 167,092 | $1,988 萬 | 1.2% | −1,024−0.6% | 減碼 | 歷史 |
| OMCLOmnicell, Inc. | COM | 452,324 | $1,878 萬 | 1.1% | −37,522−7.7% | 減碼 | 歷史 |
| ATRCAtriCure, Inc. | COM | 567,838 | $1,589 萬 | 1.0% | −161,683−22.2% | 減碼 | 歷史 |
| KRMDKORU Medical Systems, Inc. | COM | 3,387,902 | $1,423 萬 | 0.9% | −380,478−10.1% | 減碼 | 歷史 |
| TCMDTactile Systems Technology Inc | COM | 462,562 | $1,378 萬 | 0.8% | +462,562 | 新進 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 85,765 | $952.2 萬 | 0.6% | −1,416−1.6% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（6 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,560,991 | $6,200 萬 | 5.6% | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 1,843,968 | $1,337 萬 | 1.2% | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 313,906 | $1,263 萬 | 1.1% | 歷史 |
| MDXGMimedx Group, Inc. | COM | 2,842,892 | $1,123 萬 | 1.0% | 歷史 |
| SGPSpyGlass Pharma, Inc. | COM SHS | 375,000 | $971.6 萬 | 0.9% | 歷史 |
| ORGOOrganogenesis Holdings Inc. | COM | 3,498,533 | $829.2 萬 | 0.7% | 歷史 |