FirstWave Capital Management LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
FC
FirstWave Capital Management LLC
Institutional Filer 44.33%$93.7M26

Current Portfolio Holdings

Showing all 26 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1TMDXTransMedics Group, Inc.Healthcare124K$12.4M13.18%
2NBISNebius Group N.V.Communication Services89K$9.3M9.90%
3APPAppLovin CorporationTechnology20K$7.9M8.44%
4RDDTReddit, Inc.Communication Services54K$7.3M7.76%
5HIMSHims & Hers Health, Inc.Healthcare260K$5.4M5.76%
6CPNGCoupang, Inc.Consumer Cyclical280K$5.3M5.65%
7HROWHarrow Health, Inc.Healthcare144K$5.1M5.41%
8CRDOCredo Technology Group Holding LtdTechnology49K$4.6M4.87%
9MELIMercadoLibre, Inc.Consumer Cyclical3K$4.5M4.85%
10NUNu Holdings Ltd.Financial Services290K$4.2M4.44%
11IRENIREN LimitedFinancial Services119K$4.1M4.34%
12SESea LimitedConsumer Cyclical38K$3.1M3.34%
13ALABAstera Labs, Inc. Common StockTechnology27K$3.0M3.19%
14MPMP Materials Corp.Basic Materials50K$2.4M2.56%
15PRCTPROCEPT BioRobotics CorporationHealthcare80K$2.0M2.14%
Showing 1 to 15 of 26 holdings
FirstWave Capital Management LLC 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner