First Light Asset Management, LLC Portfolio Holdings by Sector
First Light Asset Management, LLC
- $833 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Biotechnology | Healthcare
CNTA AMLX CRNX MDXG EWTX MRUS RYTM ADMA 11 stocks |
$305,004
36.6% of portfolio
|
  7  
|
  4  
|
  4  
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
AXGN SIBN IRTC MASS ESTA NPCE SENS BFLY 8 stocks |
$221,931
26.63% of portfolio
|
  4  
|
  4  
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
NEO TWST GH RDNT 4 stocks |
$130,978
15.72% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
HCAT SLP EVH 3 stocks |
$54,476
6.54% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ATRC KRMD RGEN 3 stocks |
$54,172
6.5% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ORGO 1 stocks |
$33,965
4.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
PFMT 1 stocks |
$29,296
3.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ALHC 1 stocks |
$3,544
0.43% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|