account_balance
Investment manager · 13F filer · SEC CIK 2093108
FirstWave Capital Management LLC
Reported value$226Mas of Jun 30, 2026
Positions62 41 new, 5 sold out
Top 10 weight47.1%RDDT alone is 6%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
RDDTReddit, Inc.
5.9%Added +43%
APPAppLovin Corp
5.8%Added +28%
TMDXTransMedics Group, Inc.
5.6%Added +54%
NBISNebius Group N.V.
5.4%Trimmed −50%
HIMSHims & Hers Health, Inc.
5.2%Added +31%
CRDOCredo Technology Group Holding Ltd
4.9%Trimmed −16%
HROWHarrow, Inc.
4.0%Added +47%
AAOIApplied Optoelectronics, Inc.
3.8%Added +200%
MELIMercadoLibre Inc
3.3%Added +69%
NUNu Holdings Ltd.
3.1%Added +79%
IRENIREN Ltd
2.5%Added +4%
MUMicron Technology Inc
2.4%Added +49%
RDDTReddit, Inc.
5.9%+43%
APPAppLovin Corp
5.8%
TMDXTransMedics Group, Inc.
5.6%
NBISNebius Group N.V.
5.4%
HIMSHims & Hers Health, Inc.
5.2%
CRDOCredo Technology Group Holding Ltd
4.9%−16%
HROWHarrow, Inc.
4.0%
AAOIApplied Optoelectronics, Inc.
3.8%
MELIMercadoLibre Inc
3.3%
NU3.1%IRENMU2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RDDT Reddit, Inc. 5.9% Added +43%APP AppLovin Corp 5.8% Added +28%TMDX TransMedics Group, Inc. 5.6% Added +54%NBIS Nebius Group N.V. 5.4% Trimmed −50%HIMS Hims & Hers Health, Inc. 5.2% Added +31%CRDO Credo Technology Group Holding Ltd 4.9% Trimmed −16%HROW Harrow, Inc. 4.0% Added +47%AAOI Applied Optoelectronics, Inc. 3.8% Added +200%MELI MercadoLibre Inc 3.3% Added +69%NU Nu Holdings Ltd. 3.1% Added +79%IREN IREN Ltd 2.5% Added +4%MU Micron Technology Inc 2.4% Added +49%
What changed
Biggest moves since Mar 31, 2026
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