Institutions / FirstWave Capital Management LLC
FirstWave Capital Management LLC
CIK 2093108 · Institution · as of Dec 31, 2025
Portfolio value
$168.33M
Positions
73
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 73 →
| Company | Value | % of portfolio |
|---|---|---|
| TransMedics Group, Inc. | $9.07M | 5.4% |
| Nebius Group N.V. | $7.19M | 4.3% |
| Coupang, Inc. | $6.74M | 4.0% |
| Hims & Hers Health, Inc. | $6.09M | 3.6% |
| Iren Limited | $6.08M | 3.6% |
| Reddit, Inc. | $5.84M | 3.5% |
| AppLovin Corp | $5.61M | 3.3% |
| Shift4 Payments, Inc. | $5.22M | 3.1% |
| Sea Ltd | $5.05M | 3.0% |
| Vs Trust | $5.03M | 3.0% |
| Astera Labs, Inc. | $4.99M | 3.0% |
| ClearPoint Neuro, Inc. | $4.97M | 3.0% |
| Credo Technology Group Holding Ltd | $4.95M | 2.9% |
| Harrow, Inc. | $4.60M | 2.7% |
| Celsius Holdings, Inc. | $4.60M | 2.7% |
| On Hldg AG | $4.45M | 2.6% |
| PROCEPT BioRobotics Corp | $3.76M | 2.2% |
| Zeta Global Holdings Corp. | $3.08M | 1.8% |
| MP Materials Corp. / DE | $2.95M | 1.8% |
| Nu Hldgs Ltd | $2.65M | 1.6% |
| Zscaler, Inc. | $2.60M | 1.5% |
| MercadoLibre, Inc. | $2.47M | 1.5% |
| Ambarella Inc | $2.34M | 1.4% |
| FTAI Aviation Ltd | $2.24M | 1.3% |
| Rocket Companies, Inc. | $2.22M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.