First Light Asset Management, LLC Portfolio Holdings by Sector
First Light Asset Management, LLC
- $780 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Biotechnology | Healthcare
CNTA EWTX CRNX VERA MDXG RARE XENE JANX 11 stocks |
$272,413
34.94% of portfolio
|
  4  
|
  6  
|
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
AXGN IRTC SIBN NPCE ESTA BFLY MASS TMDX 12 stocks |
$218,833
28.07% of portfolio
|
  5  
|
  7  
|
  3  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
NEO TWST GH 3 stocks |
$116,741
14.97% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ATRC KRMD RGEN 3 stocks |
$64,905
8.33% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
HCAT EVH 2 stocks |
$52,822
6.78% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
PFMT 1 stocks |
$29,232
3.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
ALHC OSCR 2 stocks |
$24,655
3.16% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|