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FirstWave Capital Management LLC
hedge fundUpdated 29 days agoManaged by Firstwave Capital Management Llc • Latest filing Q2 2026
Portfolio value
$226.6M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
99.9%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $168.3M |
| Q1 2026 | $94.1M |
| Q2 2026 | $226.6M |
Top holdings
63 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R RDDT REDDIT INC | $13.4M | 77.4K | 5.93% | — |
| 2 | A APP APPLOVIN CORP | $13.1M | 25.4K | 5.78% | — |
| 3 | T TMDX TRANSMEDICS GROUP INC | $12.7M | 191.2K | 5.61% | — |
| 4 | N NBIS NEBIUS GROUP N.V. | $12.3M | 44.6K | 5.44% | — |
| 5 | H HIMS HIMS & HERS HEALTH INC | $11.8M | 340.0K | 5.20% | — |
| 6 | C CRDO CREDO TECHNOLOGY GROUP HOLDI | $11.1M | 40.8K | 4.90% | — |
| 7 | H HROW HARROW INC | $9M | 212.0K | 3.97% | — |
| 8 | A AAOI APPLIED OPTOELECTRONICS INC | $8.6M | 58.3K | 3.81% | — |
| 9 | M MELI MERCADOLIBRE INC | $7.5M | 4.4K | 3.33% | — |
| 10 | N NU NU HLDGS LTD | $6.9M | 518.3K | 3.06% | — |
| 11 | I IREN IREN LIMITED | $5.6M | 123.5K | 2.49% | — |
| 12 | M MU MICRON TECHNOLOGY INC | $5.3M | 4.6K | 2.35% | — |
| 13 | A ALAB ASTERA LABS INC | $5.3M | 11.0K | 2.33% | — |
| 14 | F FPS FORGENT POWER SOLUTIONS INC | $4.3M | 77.6K | 1.91% | — |
| 15 | S SE SEA LTD | $4.3M | 45.1K | 1.91% | — |
| 16 | ? N/A ROUNDHILL ETF TRUST | $3.7M | 49.9K | 1.62% | — |
| 17 | S SHAZW SHARONAI HOLDINGS INC | $3.5M | 41.7K | 1.56% | — |
| 18 | M MP MP MATERIALS CORP | $3.4M | 61.5K | 1.52% | — |
| 19 | B BRUNW BOOST RUN INC | $3.4M | 88.6K | 1.52% | — |
| 20 | Z ZETA ZETA GLOBAL HOLDINGS CORP | $3.3M | 168.7K | 1.47% | — |