FLAM
TECX

First Light Asset Management’s Tectonic Therapeutic TECX Stock Holding History

First Light Asset Management’s Portfolio TECX Stock Details TECX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.5M Buy
800,726
+152,983
+24% +$4.49M 1.67% 21
2026
Q1 		$20M Buy
+647,743
New +$15.9M 1.79% 19
2025
Q4 		– Sell
-202,393
Closed -$3.18M – 45
2025
Q3 		$3.18M Buy
+202,393
New +$4.18M 0.3% 40

Other funds holding TECX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
5VM
5AM Venture Management San Francisco, California $288M AUM 313.93% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return

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

First Light Asset Management increased its Tectonic Therapeutic (TECX) stake by 24% in Q2 2026, buying an estimated $4.49M and bringing the position to 800,726 shares worth $27.5M. The position accounts for 1.67% of the portfolio, ranked #21.

First Light Asset Management first reported a position in TECX in Q3 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold TECX as of Q2 2026.

  • First Light Asset Management held 800,726 shares of Tectonic Therapeutic worth $27.5M as of Q2 2026.
  • First Light Asset Management bought 152,983 Tectonic Therapeutic shares in Q2 2026, an estimated $4.49M.
  • Tectonic Therapeutic made up 1.67% of First Light Asset Management's portfolio in Q2 2026, its #21 holding.
  • First Light Asset Management first reported a position in Tectonic Therapeutic in Q3 2025 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held Tectonic Therapeutic as of Q2 2026.

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