FIRST LIGHT ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LENZ | 693K | $32.28M |
 | EVH | 545K | $4.61M |
 | PVLA | 542K | $33.95M |
 | VERA | 507K | $14.74M |
 | ESTA | 418K | $17.15M |
 | CAI | 404K | $11.88M |
 | CDTX | 293K | $28.02M |
 | RARE | 286K | $8.59M |
 | GH | 280K | $17.49M |
 | IRON | 231K | $15.28M |
 | MRUS | 224K | $21.10M |
 | ALHC | 203K | $3.54M |
 | TECX | 202K | $3.18M |
 | GPCR | 197K | $5.53M |
 | RYTM | 180K | $18.23M |
 | IRTC | 155K | $26.68M |
 | ABVX | 96K | $8.15M |
 | RDNT | 42K | $3.22M |
 | RGEN | 41K | $5.54M |
 | MDGL | 12K | $5.29M |
LENZ Therapeutics, Inc.
LENZ
Shares Held
693K
Value
$32.28M
Evolent Health, Inc.
EVH
Shares Held
545K
Value
$4.61M
Palvella Therapeutics, Inc.
PVLA
Shares Held
542K
Value
$33.95M
Vera Therapeutics, Inc.
VERA
Shares Held
507K
Value
$14.74M
Establishment Labs Holdings Inc.
ESTA
Shares Held
418K
Value
$17.15M
Caris Life Sciences, Inc.
CAI
Shares Held
404K
Value
$11.88M
Cidara Therapeutics, Inc.
CDTX
Shares Held
293K
Value
$28.02M
Ultragenyx Pharmaceutical Inc.
RARE
Shares Held
286K
Value
$8.59M
Guardant Health, Inc.
GH
Shares Held
280K
Value
$17.49M
Disc Medicine, Inc.
IRON
Shares Held
231K
Value
$15.28M
Merus N.V.
MRUS
Shares Held
224K
Value
$21.10M
Alignment Healthcare, Inc.
ALHC
Shares Held
203K
Value
$3.54M
Tectonic Therapeutic, Inc.
TECX
Shares Held
202K
Value
$3.18M
Structure Therapeutics Inc.
GPCR
Shares Held
197K
Value
$5.53M
Rhythm Pharmaceuticals, Inc.
RYTM
Shares Held
180K
Value
$18.23M
iRhythm Technologies, Inc.
IRTC
Shares Held
155K
Value
$26.68M
Abivax S.A.
ABVX
Shares Held
96K
Value
$8.15M
RadNet, Inc.
RDNT
Shares Held
42K
Value
$3.22M
Repligen Corporation
RGEN
Shares Held
41K
Value
$5.54M
Madrigal Pharmaceuticals, Inc.
MDGL
Shares Held
12K
Value
$5.29M