MondegarAI
First Light Asset Management, LLC

Q4 2024 · 13F-HR

First Light Asset Management, LLCholdings as filed

Filed 2025-02-14 · accession 0001839882-25-009258

$1.05B
Reported value
36
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
69913P105FNAUSDPARAGON 28 INC$109.3M10.5%10,580,467CommonSOLE
152309100CNTACENTESSA PHARMACEUTICALS LIMITED$97.2M9.30%5,805,184CommonSOLE
05463X106AXGNAXOGEN INC$74.3M7.11%4,506,795CommonSOLE
04963C209ATRCATRICURE INC$60.2M5.76%1,969,221CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORPORATION$57.0M5.45%1,226,255CommonSOLE
92337R101VERAVERA THERAPEUTICS INC$53.3M5.10%1,261,246CommonSOLE
64049M209NEONEOGENOMICS INC$52.2M4.99%3,167,585CommonSOLE
98420N105XENEXENON PHARMACEUTICALS$45.5M4.35%1,160,580CommonSOLE
22663K107CRNXCRINETICS PHARMACEUTICALS INC$45.3M4.33%885,453CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES$38.8M3.71%430,500CommonSOLE
42225T107HCATHEALTH CATALYST INC$37.1M3.55%5,241,121CommonSOLE
71377E105PFMTUSDPERFORMANT HEALTHCARE, INC.$34.3M3.28%11,346,649CommonSOLE
457669307INSMINSMED INC$32.5M3.11%470,192CommonSOLE
602496101MDXGMIMEDX GROUP INC$32.2M3.08%3,343,861CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL INC$32.1M3.07%763,607CommonSOLE
759910102KRMDKORU MEDICAL SYSTEMS INC$22.8M2.18%5,915,434CommonSOLE
729139105PLRXPLIANT THERAPEUTICS INC$22.1M2.12%1,681,110CommonSOLE
28036F105EWTXEDGEWISE THERAPEUTICS INC$20.8M1.99%780,639CommonSOLE
47103J105JANXJANUX THERAPEUTICS INC$16.8M1.61%313,782CommonSOLE
825704109SIBNSI-BONE INC$15.9M1.53%1,136,982CommonSOLE
501575104KYMRKYMERA THERAPEUTICS INC$15.4M1.48%383,310CommonSOLE
632307104NTRANATERA INC$14.7M1.41%93,088CommonSOLE
124155102BFLYBUTTERFLY NETWORK INC$12.5M1.19%3,994,620CommonSOLE
759916109RGENREPLIGEN CORP$11.9M1.14%82,455CommonSOLE
032724106ANABANAPTYS BIO INC$11.5M1.10%868,882CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$10.8M1.03%398,855CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$10.5M1.01%292,117CommonSOLE
26818M108DYNDYNE THERAPEUTICS INC$9.9M0.95%420,431CommonSOLE
28617K101ELDNELEDON PHARMACEUTICALS INC$9.6M0.92%2,328,768CommonSOLE
40131M109GHGUARDANT HEALTH$9.5M0.90%309,389CommonSOLE
45784P101PODDINSULET CORP$8.8M0.84%33,821CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$8.7M0.83%139,757CommonSOLE
687793109OSCROSCAR HEALTH INC CLASS A$7.3M0.70%546,822CommonSOLE
81727U105SENS1GBPSENSEONICS HOLDINGS INC$3.4M0.32%6,431,799CommonSOLE
30050B101EVHEVOLENT HEALTH INC$603,2250.06%53,620CommonSOLE
464287648IWOISHARES RUSSELL 2000 GROWTH ETF$347,6870.03%1,208CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.