FirstWave Capital Management LLC
Q2 2026 13F filing
Updated 29 days ago63 disclosed positions worth $226.6M
Full holdings
Every line item disclosed in 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% | — |
| 21 | P PRCT PROCEPT BIOROBOTICS CORP | $3.3M | 144.4K | 1.44% | — |
| 22 | O OUST OUSTER INC | $2.9M | 46.0K | 1.27% | — |
| 23 | N NVDA NVIDIA CORPORATION | $2.8M | 14.0K | 1.23% | — |
| 24 | O ONDS ONDAS INC | $2.7M | 330.1K | 1.20% | — |
| 25 | R RBRK RUBRIK INC. | $2.7M | 33.8K | 1.20% | — |
| 26 | A AXON AXON ENTERPRISE INC | $2.5M | 4.5K | 1.12% | — |
| 27 | B BE BLOOM ENERGY CORP | $2.5M | 8.3K | 1.11% | — |
| 28 | C CIFR CIPHER DIGITAL INC | $2.4M | 98.4K | 1.06% | — |
| 29 | L LITE LUMENTUM HLDGS INC | $2.3M | 2.7K | 1.04% | — |
| 30 | C CRWV COREWEAVE INC | $2.3M | 23.4K | 1.03% | — |
| 31 | P PL PLANET LABS PBC | $2.2M | 65.8K | 0.96% | — |
| 32 | M MDB MONGODB INC | $2.1M | 6.3K | 0.94% | — |
| 33 | C COHR COHERENT CORP | $2.1M | 5.3K | 0.92% | — |
| 34 | D DDOG DATADOG INC | $2.1M | 8.0K | 0.92% | — |
| 35 | C CLPT CLEARPOINT NEURO INC | $2.1M | 115.6K | 0.91% | — |
| 36 | A AMD ADVANCED MICRO DEVICES INC | $2M | 3.5K | 0.89% | — |
| 37 | A ASTS AST SPACEMOBILE INC | $1.9M | 21.9K | 0.86% | — |
| 38 | Z ZS ZSCALER INC | $1.9M | 13.4K | 0.83% | — |
| 39 | R RKLB ROCKET LAB CORP | $1.9M | 18.5K | 0.83% | — |
| 40 | G GLW CORNING INC | $1.8M | 7.1K | 0.80% | — |
| 41 | M MGM MGM RESORTS INTERNATIONAL | $1.8M | 38.0K | 0.80% | — |
| 42 | I INTC INTEL CORP | $1.8M | 12.9K | 0.80% | — |
| 43 | F FLNC FLUENCE ENERGY INC | $1.8M | 88.4K | 0.78% | — |
| 44 | D DXYZ DESTINY TECH100 INC | $1.7M | 67.1K | 0.76% | — |
| 45 | L LPTH LIGHTPATH TECHNOLOGIES INC | $1.7M | 104.0K | 0.75% | — |
| 46 | N NUAIW NEW ERA ENERGY & DIGITAL INC | $1.6M | 252.1K | 0.71% | — |
| 47 | L LEN-B LENNAR CORP | $1.5M | 16.4K | 0.65% | — |
| 48 | K KEEL KEEL INFRASTRUCTURE CORP | $1.5M | 257.5K | 0.65% | — |
| 49 | Q QCOM QUALCOMM INC | $1.5M | 7.9K | 0.64% | — |
| 50 | I IBM INTERNATIONAL BUSINESS MACHS | $1.5M | 5.2K | 0.64% | — |