First Light Asset Management, LLC

**First Light Asset Management, LLC** manages $1.3B across a focused portfolio of 33 positions. The fund exhibits significant conviction in select names, with its top holding in AXGN commanding $171.3M. Further concentration is evident in NEO ($118.0M) and SIBN ($99.2M), suggesting a deep-value or thematic allocation strategy. This structure indicates a concentrated, high-conviction approach to generating alpha.

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