FirstWave Capital Management LLC — 13F holdings

FirstWave Capital Management LLC reported 63 holdings worth $227M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. RDDT REDDIT INC — $13.4M (5.9%)
2. APP APPLOVIN CORP — $13.1M (5.8%)
3. TMDX TRANSMEDICS GROUP INC — $12.7M (5.6%)
4. NBIS NEBIUS GROUP N.V. — $12.3M (5.4%)
5. HIMS HIMS & HERS HEALTH INC — $11.8M (5.2%)
6. CRDO CREDO TECHNOLOGY GROUP HOLDI — $11.1M (4.9%)
7. HROW HARROW INC — $9.00M (4.0%)
8. AAOI APPLIED OPTOELECTRONICS INC — $8.63M (3.8%)
9. MELI Mercadolibre Inc — $7.55M (3.3%)
10. NU NU HLDGS LTD — $6.92M (3.1%)