Institutional Fund
Firstwave Capital Management LLC
Miami, FLCIK 20931082 filings on record
Portfolio Value
$93.72M
Q1 2026
Holdings
26
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-44.3%
from $168.33M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Transmedics Group Inc13.2%
- Nebius Group N.V.9.9%
- Applovin Corp8.4%
- Reddit Inc7.8%
- Hims & Hers Health Inc5.8%
- Coupang Inc5.6%
- Other49.3%
Portfolio Holdings
26 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Transmedics Group Inc | 124.3K | $12.35M | 13.2% | +49.7K | Added |
| 2 | Nebius Group N.V. | 89.4K | $9.28M | 9.9% | +3.5K | Added |
| 3 | Applovin Corp | 19.9K | $7.91M | 8.4% | +11.5K | Added |
| 4 | Reddit Inc | 54.0K | $7.28M | 7.8% | +28.6K | Added |
| 5 | Hims & Hers Health Inc | 260.2K | $5.40M | 5.8% | +72.6K | Added |
| 6 | Coupang Inc | 280.4K | $5.29M | 5.6% | −5.1K | Reduced |
| 7 | Harrow Inc | 143.9K | $5.07M | 5.4% | +50.0K | Added |
| 8 | Credo Technology Group Holdi | 48.7K | $4.57M | 4.9% | +14.3K | Added |
| 9 | Mercadolibre Inc | 2.6K | $4.54M | 4.8% | +1.4K | Added |
| 10 | Nu Hldgs Ltd | 289.8K | $4.16M | 4.4% | +131.2K | Added |
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