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First Light Asset Management, LLC · 13F 持仓分析
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First Light Asset Management, LLC

No.2011 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$16.45亿
环比变动 Q1 2026
+$5.29亿+47.4%
持仓股票数
31
新买入
2
加仓
17
减仓
12
清仓
6
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
NEOGENOMICSNEO
10.89%6.47%$1.79亿1,228.0万股$7,219.6万973.0万股+255.0万股+26.20%加仓
SSI BONESIBN
8.06%6.06%$1.33亿812.8万股$6,761.1万535.3万股+277.5万股+51.83%加仓
AXOGENAXGN
7.72%11.88%$1.27亿274.8万股$1.33亿400.3万股-125.4万股-31.34%减仓
APOGEE THERAPEUTICSAPGE
7.5%4.35%$1.23亿93.0万股$4,853.9万57.7万股+35.4万股+61.32%加仓
PALVELLA THERAPEUTICS NEPVLA
7.17%10.96%$1.18亿77.2万股$1.22亿98.1万股-20.9万股-21.30%减仓
TTWIST BIOSCIENCETWST
4.55%3.74%$7,489.0万72.8万股$4,176.3万87.9万股-15.1万股-17.17%减仓
EENLIVEN THERAPEUTICSELVN
4.2%0.71%$6,905.8万136.1万股$791.3万20.2万股+115.9万股+574.08%加仓
Guardant HealthGH
4.03%2.32%$6,625.1万44.2万股$2,589.1万28.0万股+16.1万股+57.54%加仓
9908 DEVICESMASS
3.32%3.33%$5,466.0万628.3万股$3,716.4万607.3万股+21.0万股+3.46%加仓
AAMYLYX PHARMACEUTICALSAMLX
3.3%3.97%$5,429.8万302.3万股$4,435.0万319.1万股-16.7万股-5.25%减仓
GENEDXWGS
3.27%1.4%$5,381.6万78.4万股$1,560.1万24.3万股+54.1万股+222.70%加仓
SIMULATIONS PLUSSLP
3.11%2.79%$5,113.4万279.3万股$3,112.0万263.3万股+16.0万股+6.07%加仓
TTANDEM DIABETES CARETNDM
3.1%2.26%$5,105.8万338.4万股$2,520.3万131.5万股+206.9万股+157.36%加仓
CCRINETICS PHARMACEUTICALS INCRNX
3.1%3.55%$5,092.4万136.1万股$3,957.7万109.0万股+27.1万股+24.89%加仓
NEUROPACE COMNPCE
2.76%2.9%$4,546.4万286.1万股$3,234.9万246.0万股+40.1万股+16.31%加仓
EDGEWISE THERAPEUTICSEWTX
2.7%2.83%$4,449.7万109.5万股$3,155.8万100.2万股+9.3万股+9.32%加仓
AANAPTYSBIOANAB
2.39%2.81%$3,928.5万58.2万股$3,135.9万56.5万股+1.7万股+2.93%加仓
TREVI THERAPEUTICSTRVI
2.38%$3,911.3万209.7万股$00股+209.7万股新买入
SSEPTERNASEPN
1.96%1.58%$3,226.0万96.3万股$1,761.1万73.3万股+23.0万股+31.44%加仓
TTRISALUS LIFE SCIENCESTLSIW
1.81%1.82%$2,981.4万655.2万股$2,026.7万506.7万股+148.6万股+29.32%加仓
TECTONIC THERAPEUTIC INC COMTECX
1.67%1.79%$2,752.5万80.1万股$2,002.2万64.8万股+15.3万股+23.62%加仓
HHEALTH CATALYST INC COMHCAT
1.55%1.47%$2,549.4万1,281.1万股$1,635.6万1,287.9万股-6.8万股-0.53%减仓
BUTTERFLY NETWORKBFLY
1.35%0.96%$2,224.9万264.2万股$1,074.7万266.0万股-1.8万股-0.67%减仓
EESTABLISHMENT LABSESTA
1.29%1.57%$2,115.9万24.7万股$1,747.3万30.8万股-6.1万股-19.87%减仓
VAXCYTEPCVX
1.22%0.74%$2,006.4万34.5万股$823.9万14.2万股+20.3万股+143.44%加仓
IRHYTHMIRTC
1.21%1.78%$1,987.6万16.7万股$1,984.1万16.8万股-1,024股-0.61%减仓
OOmnicell Inc.OMCL
1.14%1.47%$1,878.0万45.2万股$1,635.1万49.0万股-3.8万股-7.66%减仓
AATRICUREATRC
0.97%1.87%$1,588.8万56.8万股$2,081.3万73.0万股-16.2万股-22.16%减仓
KKORU MEDICAL SYSTEMS INCKRMD
0.86%1.46%$1,422.9万338.8万股$1,627.9万376.8万股-38.0万股-10.10%减仓
TTACTILE SYS TECHNOLOGYTCMD
0.84%$1,377.5万46.3万股$00股+46.3万股新买入
RHYTHM PHARMACEUTICALSRYTM
0.58%0.68%$952.2万8.6万股$758.2万8.7万股-1,416股-1.62%减仓

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