First Light Asset Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$771.3B
Holdings
38
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ANABANAPTYS BIO INC | 3,539,593 | $78.6B | 10.19% | |
| 2 | CNTACENTESSA PHARMACEUTICALS LIMITED | 4,293,411 | $56.4B | 7.31% | |
| 3 | PFMTUSDPERFORMANT HEALTHCARE INC | 13,170,381 | $52.7B | 6.83% | |
| 4 | NEONEOGENOMICS INC | 6,846,432 | $50.0B | 6.49% | |
| 5 | AXGNAXOGEN INC | 4,529,243 | $49.1B | 6.37% | |
| 6 | HCATHEALTH CATALYST INC | 12,230,181 | $46.1B | 5.98% | |
| 7 | TWSTTWIST BIOSCIENCE CORPORATION | 945,033 | $34.8B | 4.51% | |
| 8 | ATRCATRICURE INC | 1,015,170 | $33.3B | 4.31% | |
| 9 | SIBNSI-BONE INC | 1,751,001 | $33.0B | 4.27% | |
| 10 | IRTCIRHYTHM TECHNOLOGIES | 187,355 | $28.8B | 3.74% | |
| 11 | CRNXCRINETICS PHARMACEUTICALS INC | 864,136 | $24.9B | 3.22% | |
| 12 | ORGOORGANOGENESIS HOLDINGS INC | 6,777,163 | $24.8B | 3.22% | |
| 13 | EWTXEDGEWISE THERAPEUTICS INC | 1,714,019 | $22.5B | 2.91% | |
| 14 | RAREULTRAGENYX PHARMACEUTICAL INC | 547,905 | $19.9B | 2.58% | |
| 15 | ESTAESTABLISHMENT LABS HOLDINGS | 417,157 | $17.8B | 2.31% | |
| 16 | ADMAADMA BIOLOGICS INC | 952,096 | $17.3B | 2.25% | |
| 17 | SENS1GBPSENSEONICS HOLDINGS INC | 35,708,124 | $17.0B | 2.21% | |
| 18 | KRMDKORU MEDICAL SYSTEMS INC | 4,681,626 | $16.8B | 2.17% | |
| 19 | NPCENEUROPACE INC | 1,380,410 | $15.4B | 1.99% | |
| 20 | VERAVERA THERAPEUTICS INC | 562,981 | $13.3B | 1.72% | |
| 21 | MDXGMIMEDX GROUP INC | 1,927,494 | $11.8B | 1.53% | |
| 22 | CAICARIS LIFE SCIENCES INC | 443,043 | $11.2B | 1.46% | |
| 23 | BFLYBUTTERFLY NETWORK INC | 5,465,032 | $10.9B | 1.42% | |
| 24 | CDTXCIDARA THERAPEUTICS INC | 180,615 | $8.8B | 1.14% | |
| 25 | EVHEVOLENT HEALTH INC | 738,550 | $8.3B | 1.08% | |
| 26 | MASS908 DEVICES INC | 1,067,613 | $7.6B | 0.99% | |
| 27 | ELDNELEDON PHARMACEUTICALS INC | 2,600,498 | $7.0B | 0.91% | |
| 28 | GHGUARDANT HEALTH | 128,868 | $6.7B | 0.87% | |
| 29 | IM8NINSMED INC | 62,901 | $6.3B | 0.82% | |
| 30 | SLPSIMULATIONS PLUS INC | 357,157 | $6.2B | 0.81% | |
| 31 | XENEXENON PHARMACEUTICALS | 188,367 | $5.9B | 0.76% | |
| 32 | RGENREPLIGEN CORP | 43,949 | $5.5B | 0.71% | |
| 33 | ALHCALIGNMENT HEALTHCARE INC | 383,663 | $5.4B | 0.70% | |
| 34 | EOLSEVOLUS INC | 520,631 | $4.8B | 0.62% | |
| 35 | RDNTRADNET INC | 68,694 | $3.9B | 0.51% | |
| 36 | JANXJANUX THERAPEUTICS INC | 149,596 | $3.5B | 0.45% | |
| 37 | GPCRSTRUCTURE THERAPEUTICS INC | 122,226 | $2.5B | 0.33% | |
| 38 | LNTHLANTHEUS HOLDINGS INC | 30,045 | $2.5B | 0.32% |