FirstWave Capital Management LLC: 13F holdings
CIK 20931082026Q2
| Positions | 63 |
|---|---|
| Reported value | $226.6m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| RDDT REDDIT INC | 77,389 | $13.4m | 5.9% |
| APP APPLOVIN CORP | 25,426 | $13.1m | 5.8% |
| TMDX TRANSMEDICS GROUP INC | 191,240 | $12.7m | 5.6% |
| NBIS NEBIUS GROUP N.V. | 44,645 | $12.3m | 5.4% |
| HIMS HIMS & HERS HEALTH INC | 339,978 | $11.8m | 5.2% |
| CREDO TECHNOLOGY GROUP HOLDI | 40,819 | $11.1m | 4.9% |
| HROW HARROW INC | 211,981 | $9.0m | 4.0% |
| AAOI APPLIED OPTOELECTRONICS INC | 58,277 | $8.6m | 3.8% |
| MELI MERCADOLIBRE INC | 4,448 | $7.5m | 3.3% |
| NU HLDGS LTD | 518,327 | $6.9m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2093108")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.