DOSSIER · 13F-HR · Q2 2026

FirstWave Capital Management LLC

$227M in tracked AUM across 63 positions as of Q2 2026.

FC
CIK 0002093108 · last filed Jun 30, 2026
Total AUM
$227M
as of Q2 2026
Holdings
63
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

FirstWave Capital Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
RDDT
REDDIT INC
$13M77K5.9%
02
APP
APPLOVIN CORP
$13M25K5.8%
03
TMDX
TRANSMEDICS GROUP INC
$13M191K5.6%
04
N97284108
NEBIUS GROUP N.V.
$12M45K5.4%
05
HIMS
HIMS & HERS HEALTH INC
$12M340K5.2%
06
G25457105
CREDO TECHNOLOGY GROUP HOLDI
$11M41K4.9%
07
HROW
HARROW INC
$9M212K4.0%
08
AAOI
APPLIED OPTOELECTRONICS INC
$9M58K3.8%
09
MELI
MERCADOLIBRE INC
$8M4K3.3%
10
G6683N103
NU HLDGS LTD
$7M518K3.1%

Filing history

2026Q2Jun 30
$227M 140.8%
63 positionsView →
2026Q1Mar 31
$94M 44.1%
27 positionsView →
2025Q4Dec 31
$168M
73 positionsView →