FirstWave Capital Management as of March 31, 2026
Portfolio Holdings for FirstWave Capital Management
FirstWave Capital Management holds 27 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transmedics Group (TMDX) | 13.1 | $12M | 124k | 99.41 | |
| Nebius Group Shs Class A (NBIS) | 9.9 | $9.3M | 89k | 103.76 | |
| Applovin Corp Com Cl A (APP) | 8.4 | $7.9M | 20k | 398.00 | |
| Reddit Cl A (RDDT) | 7.7 | $7.3M | 54k | 134.65 | |
| Hims & Hers Health Com Cl A (HIMS) | 5.7 | $5.4M | 260k | 20.76 | |
| Coupang Cl A (CPNG) | 5.6 | $5.3M | 280k | 18.88 | |
| Harrow Health (HROW) | 5.4 | $5.1M | 144k | 35.26 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 4.9 | $4.6M | 49k | 93.87 | |
| MercadoLibre (MELI) | 4.8 | $4.5M | 2.6k | 1729.02 | |
| Nu Hldgs Ord Shs Cl A (NU) | 4.4 | $4.2M | 290k | 14.37 | |
| Iren Ordinary Shares (IREN) | 4.3 | $4.1M | 119k | 34.28 | |
| Sea Sponsord Ads (SE) | 3.3 | $3.1M | 38k | 82.81 | |
| Astera Labs (ALAB) | 3.2 | $3.0M | 27k | 109.60 | |
| Mp Materials Corp Com Cl A (MP) | 2.5 | $2.4M | 50k | 48.26 | |
| Procept Biorobotics Corp (PRCT) | 2.1 | $2.0M | 80k | 25.01 | |
| On Hldg Namen Akt A (ONON) | 2.1 | $2.0M | 59k | 34.02 | |
| Applied Optoelectronics (AAOI) | 1.7 | $1.6M | 20k | 84.59 | |
| Robinhood Mkts Com Cl A (HOOD) | 1.7 | $1.6M | 23k | 69.30 | |
| Ondas Com New (ONDS) | 1.5 | $1.4M | 159k | 9.04 | |
| Celsius Hldgs Com New (CELH) | 1.2 | $1.2M | 33k | 35.48 | |
| Micron Technology (MU) | 1.1 | $1.0M | 3.1k | 337.84 | |
| Lumentum Hldgs (LITE) | 1.1 | $992k | 1.4k | 702.76 | |
| Sofi Technologies (SOFI) | 0.9 | $887k | 56k | 15.88 | |
| Coherent Corp (COHR) | 0.9 | $886k | 3.7k | 238.21 | |
| Clearpoint Neuro (CLPT) | 0.9 | $872k | 96k | 9.10 | |
| Circle Internet Group Com Cl A (CRCL) | 0.8 | $770k | 8.1k | 95.41 | |
| State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY) | 0.4 | $362k | 400k | 0.91 |
