FIRST LIGHT ASSET MANAGEMENT, LLC

PrivateCIK: 1600004
Location

EDINA, MN

35
Positions
$1.12B
Total AUM (reported)
78.69M
Total Shares

Allocation by class

TOTAL AUM$1.12B35 positions
COMMON STOCKS$1.12B100.0%

Portfolio Concentration

Top 329.3%4–1030.6%11–2530.7%Rest9.4%TOP 1059.9%0%100%
Top 3$327.06M29.3%
4–10$341.01M30.6%
11–25$342.49M30.7%
Rest$105.32M9.4%

Top 3 weight

29.3%

Top 10 weight

59.9%

Voting Authority Distribution

Total shares with voting rights: 78.69M

Sole

Full voting authority

78.69M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:

AXOGEN INC

SOLE
Common Stocks
Shares4M
TypeSH
Market value$132.61M
11.88%
Sole
4M
Shared
0.00
None
0.00

PALVELLA THERAPEUTICS INC

SOLE
Common Stocks
Shares980.76K
TypeSH
Market value$122.25M
10.96%
Sole
980.76K
Shared
0.00
None
0.00

NEOGENOMICS INC

SOLE
Common Stocks
Shares9.73M
TypeSH
Market value$72.20M
6.47%
Sole
9.73M
Shared
0.00
None
0.00

SI-BONE INC

SOLE
Common Stocks
Shares5.35M
TypeSH
Market value$67.61M
6.06%
Sole
5.35M
Shared
0.00
None
0.00

CENTESSA PHARMACEUTICALS LIMITED

SOLE
Common Stocks
Shares1.56M
TypeSH
Market value$62.00M
5.56%
Sole
1.56M
Shared
0.00
None
0.00

APOGEE THERAPEUTICS INC

SOLE
Common Stocks
Shares576.68K
TypeSH
Market value$48.54M
4.35%
Sole
576.68K
Shared
0.00
None
0.00

AMYLYX PHARMACEUTICALS INC

SOLE
Common Stocks
Shares3.19M
TypeSH
Market value$44.35M
3.97%
Sole
3.19M
Shared
0.00
None
0.00

TWIST BIOSCIENCE CORPORATION

SOLE
Common Stocks
Shares878.85K
TypeSH
Market value$41.76M
3.74%
Sole
878.85K
Shared
0.00
None
0.00

CRINETICS PHARMACEUTICALS INC

SOLE
Common Stocks
Shares1.09M
TypeSH
Market value$39.58M
3.55%
Sole
1.09M
Shared
0.00
None
0.00

908 DEVICES INC

SOLE
Common Stocks
Shares6.07M
TypeSH
Market value$37.16M
3.33%
Sole
6.07M
Shared
0.00
None
0.00

NEUROPACE INC

SOLE
Common Stocks
Shares2.46M
TypeSH
Market value$32.35M
2.90%
Sole
2.46M
Shared
0.00
None
0.00

EDGEWISE THERAPEUTICS INC

SOLE
Common Stocks
Shares1M
TypeSH
Market value$31.56M
2.83%
Sole
1M
Shared
0.00
None
0.00

ANAPTYS BIO INC

SOLE
Common Stocks
Shares565.43K
TypeSH
Market value$31.36M
2.81%
Sole
565.43K
Shared
0.00
None
0.00

SIMULATIONS PLUS INC

SOLE
Common Stocks
Shares2.63M
TypeSH
Market value$31.12M
2.79%
Sole
2.63M
Shared
0.00
None
0.00

GUARDANT HEALTH

SOLE
Common Stocks
Shares280.30K
TypeSH
Market value$25.89M
2.32%
Sole
280.30K
Shared
0.00
None
0.00

TANDEM DIABETES CARE INC

SOLE
Common Stocks
Shares1.31M
TypeSH
Market value$25.20M
2.26%
Sole
1.31M
Shared
0.00
None
0.00

ATRICURE INC

SOLE
Common Stocks
Shares729.52K
TypeSH
Market value$20.81M
1.87%
Sole
729.52K
Shared
0.00
None
0.00

TRISALUS LIFE SCIENCES INC

SOLE
Common Stocks
Shares5.07M
TypeSH
Market value$20.27M
1.82%
Sole
5.07M
Shared
0.00
None
0.00

TECTONIC THERAPEUTICS INC

SOLE
Common Stocks
Shares647.74K
TypeSH
Market value$20.02M
1.79%
Sole
647.74K
Shared
0.00
None
0.00

IRHYTHM TECHNOLOGIES

SOLE
Common Stocks
Shares168.12K
TypeSH
Market value$19.84M
1.78%
Sole
168.12K
Shared
0.00
None
0.00

SEPTERNA INC

SOLE
Common Stocks
Shares732.86K
TypeSH
Market value$17.61M
1.58%
Sole
732.86K
Shared
0.00
None
0.00

ESTABLISHMENT LABS HOLDINGS

SOLE
Common Stocks
Shares307.74K
TypeSH
Market value$17.47M
1.57%
Sole
307.74K
Shared
0.00
None
0.00

HEALTH CATALYST INC

SOLE
Common Stocks
Shares12.88M
TypeSH
Market value$16.36M
1.47%
Sole
12.88M
Shared
0.00
None
0.00

OMNICELL INC

SOLE
Common Stocks
Shares489.85K
TypeSH
Market value$16.35M
1.47%
Sole
489.85K
Shared
0.00
None
0.00

KORU MEDICAL SYSTEMS INC

SOLE
Common Stocks
Shares3.77M
TypeSH
Market value$16.28M
1.46%
Sole
3.77M
Shared
0.00
None
0.00
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