FirstWave Capital Management LLC

Institutional manager·CIK 2093108

Annual return

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SPY

—

Alpha

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Invested

$94.1M

Holdings

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR

$TMDX

TRANSMEDICS GROUP INC

Q4 2025: New position (74.6k shares)

13.1%

$NBIS

NEBIUS GROUP N.V.

Q4 2025: New position (85.9k shares)

9.9%

$APP

APPLOVIN CORP

Q4 2025: New position (8.3k shares)

8.4%

$RDDT

REDDIT INC

Q4 2025: New position (25.4k shares)

7.7%

$HIMS

HIMS & HERS HEALTH INC

Q4 2025: New position (187.7k shares)

5.7%

$CPNG

COUPANG INC

Q4 2025: New position (285.5k shares)

5.6%

$HROW

HARROW INC

Q4 2025: New position (94.0k shares)

5.4%

$CRDO

CREDO TECHNOLOGY GROUP HOLDI

Q4 2025: New position (34.4k shares)

4.9%

$MELI

MERCADOLIBRE INC

Q4 2025: New position (1.2k shares)

4.8%

$NU

NU HLDGS LTD

Q4 2025: New position (158.5k shares)

4.4%

See all 27 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Last refreshed 14:25 UTC.