JW Asset Management, LLC — 13F holdings

JW Asset Management, LLC reported 21 holdings worth $320M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. ESTA ESTABLISHMENT LABS HLDGS INC — $231M (72.2%)
2. SNDK SANDISK CORP — $17.8M (5.6%)
3. COCO VITA COCO CO INC — $14.5M (4.5%)
4. CPRX CATALYST PHARMACEUTICALS INC — $12.2M (3.8%)
5. MU MICRON TECHNOLOGY INC — $8.08M (2.5%)
6. IREN IREN LIMITED — $6.61M (2.1%)
7. IDR IDAHO STRATEGIC RESOURCES — $4.62M (1.4%)
8. RL RALPH LAUREN CORP — $4.01M (1.3%)
9. CAVA CAVA GROUP INC — $3.92M (1.2%)
10. NVDA NVIDIA CORPORATION — $3.05M (1.0%)