First Light Asset Management’s Amylyx Pharmaceuticals AMLX Stock Holding History

First Light Asset Management’s Portfolio AMLX Stock Details AMLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$54.3M	Sell	3,023,256 -167,389	-5%	-$2.59M	3.3%	10
2026 Q1	$44.3M	Sell	3,190,645 -164,894	-5%	-$2.32M	3.97%	7
2025 Q4	$40.5M	Sell	3,355,539 -343	-0%	-$4.66K	3.1%	10
2025 Q3	$45.6M	Buy	+3,355,882	New	+$31.6M	4.3%	5

Other funds holding AMLX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

SVCM

Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

First Light Asset Management's AMLX Position: Q2 2026 in Review

First Light Asset Management reduced its Amylyx Pharmaceuticals (AMLX) stake by 5.2% in Q2 2026, selling an estimated $2.59M and leaving 3,023,256 shares worth $54.3M. The position accounts for 3.3% of the portfolio, ranked #10.

First Light Asset Management first reported a position in AMLX in Q3 2025 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold AMLX as of Q2 2026.

First Light Asset Management held 3,023,256 shares of Amylyx Pharmaceuticals worth $54.3M as of Q2 2026.
First Light Asset Management sold 167,389 Amylyx Pharmaceuticals shares in Q2 2026, an estimated $2.59M.
Amylyx Pharmaceuticals made up 3.3% of First Light Asset Management's portfolio in Q2 2026, its #10 holding.
First Light Asset Management first reported a position in Amylyx Pharmaceuticals in Q3 2025 and has held it in 4 quarters since.
207 funds tracked by Wall St. Rank held Amylyx Pharmaceuticals as of Q2 2026.

Based on First Light Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.