Holdings
FirstWave Capital Management LLC
As of Jun 30, 2026, FirstWave Capital Management LLC reported 56 positions worth US$197M. Largest: Reddit, Inc., Applovin Corporation and Transmedics Group, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Reddit, Inc. | 77,389 | US$13.4M | +23,356 | Jun 30, 2026 |
| Applovin Corporation | 25,426 | US$13.1M | +5,553 | Jun 30, 2026 |
| Transmedics Group, Inc. | 191K | US$12.7M | +66,972 | Jun 30, 2026 |
| Hims & Hers Health, Inc. | 340K | US$11.8M | +79,731 | Jun 30, 2026 |
| Credo Technology Group Holding Ltd | 40,819 | US$11.1M | −7,843 | Jun 30, 2026 |
| Harrow, Inc. | 212K | US$9M | +68,058 | Jun 30, 2026 |
| Applied Optoelectronics, Inc. | 58,277 | US$8.63M | +38,823 | Jun 30, 2026 |
| Mercadolibre, Inc. | 4,448 | US$7.55M | +1,821 | Jun 30, 2026 |
| Nu Holdings Ltd. | 518K | US$6.92M | +229K | Jun 30, 2026 |
| Micron Technology, Inc. | 4,612 | US$5.32M | +1,509 | Jun 30, 2026 |