First Light Asset Management, LLC holds a focused book of 35 stocks worth $1.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Trisalus Life Sciences Inc and trimmed Axogen Inc. Their largest long position is Axogen Inc at 12% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1600004/holdings"
Use Arkolith to show First Light Asset Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Axogen Inc Common Stocks | $132.6M | 4.00M | 11.9% | ▼−24% Reduced · −1.2M sh | |
| 2 | Palvella Therapeutics Inc Common Stocks | $122.3M | 980.8K | 11.0% | ▲+38% Added · +272K sh | |
| 3 | Neogenomics Inc Common Stocks | $72.2M | 9.73M | 6.5% | ▼−3.0% Reduced · −305K sh | |
| 4 | Si-Bone Inc Common Stocks | $67.6M | 5.35M | 6.1% | ▲+6.4% Added · +320K sh | |
| 5 | Centessa Pharmaceuticals Limited Common Stocks | $62.0M | 1.56M | 5.6% | ▼−32% Reduced · −718K sh | |
| 6 | Apogee Therapeutics Inc Common Stocks | $48.5M | 576.7K | 4.3% | ▲+102% Added · +292K sh | |
| 7 | Amylyx Pharmaceuticals Inc Common Stocks | $44.3M | 3.19M | 4.0% | ▼−4.9% Reduced · −165K sh | |
| 8 | Twist Bioscience Corporation Common Stocks | $41.8M | 878.8K | 3.7% | ▼−23% Reduced · −262K sh | |
| 9 | Crinetics Pharmaceuticals Inc Common Stocks | $39.6M | 1.09M | 3.5% | ▼−8.8% Reduced · −105K sh | |
| 10 | 908 Devices Inc Common Stocks | $37.2M | 6.07M | 3.3% | ▲+26% Added · +1.2M sh | |
| 11 | Neuropace Inc Common Stocks | $32.3M | 2.46M | 2.9% | ▲+82% Added · +1.1M sh | |
| 12 | Edgewise Therapeutics Inc Common Stocks | $31.6M | 1.00M | 2.8% | ▼−36% Reduced · −572K sh | |
| 13 | Anaptys Bio Inc Common Stocks | $31.4M | 565.4K | 2.8% | ▼−13% Reduced · −81K sh | |
| 14 | Simulations Plus Inc Common Stocks | $31.1M | 2.63M | 2.8% | ▲+34% Added · +664K sh | |
| 15 | Guardant Health Common Stocks | $25.9M | 280.3K | 2.3% | ▼−4.9% Reduced · −14K sh | |
| 16 | Tandem Diabetes Care Inc Common Stocks | $25.2M | 1.31M | 2.3% | ▲+21% Added · +225K sh | |
| 17 | Atricure Inc Common Stocks | $20.8M | 729.5K | 1.9% | ▼−38% Reduced · −446K sh | |
| 18 | Trisalus Life Sciences Inc Common Stocks | $20.3M | 5.07M | 1.8% | ▲New New position | |
| 19 | Tectonic Therapeutics Inc Common Stocks | $20.0M | 647.7K | 1.8% | ▲New New position | |
| 20 | Irhythm Technologies Common Stocks | $19.8M | 168.1K | 1.8% | ▲+9.3% Added · +14K sh | |
| 21 | Septerna Inc Common Stocks | $17.6M | 732.9K | 1.6% | ▲+18% Added · +112K sh | |
| 22 | Establishment Labs Holdings Common Stocks | $17.5M | 307.7K | 1.6% | ▼−18% Reduced · −65K sh | |
| 23 | Health Catalyst Inc Common Stocks | $16.4M | 12.88M | 1.5% | ▼−0.2% Reduced · −32K sh | |
| 24 | Omnicell Inc Common Stocks | $16.4M | 489.8K | 1.5% | ▲New New position | |
| 25 | Koru Medical Systems Inc Common Stocks | $16.3M | 3.77M | 1.5% | ▼−11% Reduced · −442K sh | |
| 26 | Genedx Holdings Corp Common Stocks | $15.6M | 242.9K | 1.4% | ▲New New position | |
| 27 | Wave Life Sciences Ltd Common Stocks | $13.4M | 1.84M | 1.2% | ▼−0.5% Reduced · −10K sh | |
| 28 | Vera Therapeutics Inc Common Stocks | $12.6M | 313.9K | 1.1% | ▼−64% Reduced · −556K sh | |
| 29 | Mimedx Group Inc Common Stocks | $11.2M | 2.84M | 1.0% | ▼−6.5% Reduced · −196K sh | |
| 30 | Butterfly Network Inc Common Stocks | $10.7M | 2.66M | 1.0% | ▼−5.4% Reduced · −152K sh | |
| 31 | Spyglass Pharma Inc Common Stocks | $9.7M | 375.0K | 0.9% | ▲New New position | |
| 32 | Organogenesis Holdings Inc Common Stocks | $8.3M | 3.50M | 0.7% | ▼−9.4% Reduced · −364K sh | |
| 33 | Vaxcyte Inc Common Stocks | $8.2M | 141.8K | 0.7% | ▲New New position | |
| 34 | Enliven Therapeutics Inc Common Stocks | $7.9M | 201.9K | 0.7% | ▲New New position | |
| 35 | Rhythm Pharmaceuticals Inc Common Stocks | $7.6M | 87.2K | 0.7% | ▼−71% Reduced · −209K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.