StockDriftsStockDriftsTop 35 First Light Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AXGN | AXOGEN INC | 11.88% | 4.00M | $132.6M | -23.51%(-1.23M) | $10.28(+346.56%) | 2026-03-31 | |
| PVLA | PALVELLA THERAPEUTICS INC | 10.96% | 980.8K | $122.3M | +38.30%(+271.62K) | $69.58(+110.91%) | 2026-03-31 | |
| NEO | NEOGENOMICS INC | 6.47% | 9.73M | $72.2M | -3.04%(-305.08K) | $11.74(+29.18%) | 2026-03-31 | |
| SIBN | SI-BONE INC | 6.06% | 5.35M | $67.6M | +6.36%(+320.29K) | $17.42(-1.77%) | 2026-03-31 | |
| CNTA | CENTESSA PHARMACEUTICALS LIMITED | 5.56% | 1.56M | $62.0M | -31.50%(-717.95K) | $10.35(+291.21%) | 2026-03-31 | |
| APGE | APOGEE THERAPEUTICS INC | 4.35% | 576.7K | $48.5M | +102.35%(+291.69K) | $68.84(+93.06%) | 2026-03-31 | |
| AMLX | AMYLYX PHARMACEUTICALS INC | 3.97% | 3.19M | $44.3M | -4.91%(-164.89K) | $10.00(+82.70%) | 2026-03-31 | |
| TWST | TWIST BIOSCIENCE CORPORATION | 3.74% | 878.8K | $41.8M | -22.96%(-261.92K) | $43.03(+130.62%) | 2026-03-31 | |
| CRNX | CRINETICS PHARMACEUTICALS INC | 3.55% | 1.09M | $39.6M | -8.76%(-104.59K) | $28.46(+48.36%) | 2026-03-31 | |
| MASS | 908 DEVICES INC | 3.33% | 6.07M | $37.2M | +25.57%(+1.24M) | $6.32(+37.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.89% | -5.57% |
| Top 20 Holdings Unweighted | -6.27% | -17.66% |
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