Loading…
CIK 0002093108 • 3 13F filings • Feb 13, 2026 – Aug 12, 2026
Import this data to Google Sheets with:
=jivedata("firstwave-capital-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACM RESH INC | COM CL A | $1.2M | 0.7% | 29,491 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $826K | 0.5%Prev: 0.9% | 3,856 SH | Decreased+375 SH |
| AEROVIRONMENT INC | COM | $1.4M | 0.8% | 5,602 SH | New |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $907K | 0.5% | 6,185 SH | New |
| ALPHABET INC | CAP STK CL C | $1.4M | 0.8% | 4,394 SH | New |
| ALPHATEC HLDGS INC | COM NEW | $1.1M | 0.7%Prev: 0.5% | 52,726 SH | Decreased-91,125 SH |
| AMBARELLA INC | SHS | $2.3M | 1.4% | 33,075 SH | New |
| APPLOVIN CORP | COM CL A | $5.6M | 3.3%Prev: 5.8% | 8,332 SH | Decreased-17,094 SH |
| ASE TECHNOLOGY HLDG CO LTD | SPONSORED ADS | $1.4M | 0.8% | 84,380 SH | New |
| ASPEN AEROGELS INC | COM | $1.1M | 0.6% | 372,001 SH | New |
| ASTERA LABS INC | COM | $5.0M | 3.0%Prev: 2.3% | 29,969 SH | Decreased+19,016 SH |
| AXT INC | COM | $728K | 0.4% | 44,543 SH | New |
| CAMECO CORP | COM | $898K | 0.5%Prev: 0.4% | 9,816 SH | Decreased+223 SH |
| CARVANA CO | CL A | $1.1M | 0.6% | 2,576 SH | New |
| CELSIUS HLDGS INC | COM NEW | $4.6M | 2.7% | 100,579 SH | New |
| CIPHER MINING INC | COM | $1.1M | 0.7% | 76,124 SH | New |
| CIRCLE INTERNET GROUP INC | COM CL A | $888K | 0.5% | 11,203 SH | New |
| CLEARPOINT NEURO INC | COM | $5.0M | 3.0%Prev: 0.9% | 363,409 SH | Increased+247,809 SH |
| COMFORT SYS USA INC | COM | $1.1M | 0.7% | 1,225 SH | New |
| COUPANG INC | CL A | $6.7M | 4.0%Prev: 0.6% | 285,513 SH | Increased+206,196 SH |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $4.9M | 2.9%Prev: 4.9% | 34,378 SH | Decreased-6,441 SH |
| DATADOG INC | CL A COM | $1.0M | 0.6%Prev: 0.9% | 7,418 SH | Decreased-567 SH |
| DAVE INC | CLASS A COM NEW | $1.2M | 0.7% | 5,293 SH | New |
| DLOCAL LTD | CLASS A COM | $1.0M | 0.6% | 73,572 SH | New |
| DUOLINGO INC | CL A COM | $763K | 0.5% | 4,345 SH | New |
| EOS ENERGY ENTERPRISES INC | COM CL A | $1.1M | 0.7% | 97,326 SH | New |
| FIVERR INTL LTD | ORD SHS | $909K | 0.5% | 46,019 SH | New |
| FLUENCE ENERGY INC | COM CL A | $1.1M | 0.6%Prev: 0.8% | 55,306 SH | Decreased-33,069 SH |
| FREEPORT-MCMORAN INC | CL B | $789K | 0.5% | 15,544 SH | New |
| FTAI AVIATION LTD | SHS | $2.2M | 1.3% | 11,394 SH | New |
| GALAXY DIGITAL INC. | CL A | $986K | 0.6%Prev: 0.6% | 44,102 SH | Decreased-2,050 SH |
| GITLAB INC | CLASS A COM | $917K | 0.5% | 24,439 SH | New |
| GLOBAL E ONLINE LTD | SHS | $1.7M | 1.0% | 42,244 SH | New |
| HARROW INC | COM | $4.6M | 2.7%Prev: 4.0% | 93,953 SH | Decreased-118,028 SH |
| HIMS & HERS HEALTH INC | COM CL A | $6.1M | 3.6%Prev: 5.2% | 187,657 SH | Decreased-152,321 SH |
| INTUITIVE SURGICAL INC | COM NEW | $783K | 0.5% | 1,382 SH | New |
| INVESCO EXCH TRADED FD TR II | SOLAR ETF | $1.0M | 0.6% | 20,836 SH | New |
| IREN LIMITED | ORDINARY SHARES | $6.1M | 3.6%Prev: 2.5% | 160,884 SH | Increased+37,428 SH |
| LITHIUM AMERS CORP NEW | COM SHS | $820K | 0.5% | 188,100 SH | New |
| LUMENTUM HLDGS INC | COM | $1.2M | 0.7%Prev: 1.0% | 3,234 SH | Decreased+497 SH |
| MERCADOLIBRE INC | COM | $2.5M | 1.5% | 1,227 SH | New |
| MKS INC. | COM | $1.3M | 0.8% | 8,021 SH | New |
| MONGODB INC | CL A | $1.1M | 0.7%Prev: 0.9% | 2,675 SH | Decreased-3,672 SH |
| MP MATERIALS CORP | COM CL A | $2.9M | 1.8%Prev: 1.5% | 58,376 SH | Decreased-3,097 SH |
| NEBIUS GROUP N.V. | SHS CLASS A | $7.2M | 4.3%Prev: 5.4% | 85,862 SH | Decreased+41,217 SH |
| NU HLDGS LTD | ORD SHS CL A | $2.7M | 1.6%Prev: 3.1% | 158,536 SH | Decreased-359,791 SH |
| ON HLDG AG | NAMEN AKT A | $4.5M | 2.6% | 95,774 SH | New |
| ONDAS HLDGS INC | COM NEW | $2.1M | 1.2% | 214,099 SH | New |
| ORACLE CORP | COM | $975K | 0.6% | 5,000 SH | New |
| OSCAR HEALTH INC | CL A | $1.9M | 1.1% | 131,581 SH | New |
| PHOTRONICS INC | COM | $1.1M | 0.7% | 35,503 SH | New |
| PROCEPT BIOROBOTICS CORP | COM | $3.8M | 2.2%Prev: 1.4% | 119,523 SH | Increased-24,885 SH |
| RAMBUS INC DEL | COM | $913K | 0.5% | 9,933 SH | New |
| REDDIT INC | CL A | $5.8M | 3.5%Prev: 5.9% | 25,392 SH | Decreased-51,997 SH |
| RIOT PLATFORMS INC | COM | $872K | 0.5% | 68,830 SH | New |
| ROBLOX CORP | CL A | $906K | 0.5% | 11,182 SH | New |
| ROCKET COS INC | COM CL A | $2.2M | 1.3% | 114,798 SH | New |
| ROOT INC | CL A NEW | $1.6M | 1.0% | 22,718 SH | New |
| RUBRIK INC. | CL A | $1.6M | 1.0%Prev: 1.2% | 21,471 SH | Decreased-12,336 SH |
| SALESFORCE INC | COM | $522K | 0.3% | 1,972 SH | New |
| SAMSARA INC | COM CL A | $912K | 0.5% | 25,714 SH | New |
| SEA LTD | SPONSORD ADS | $5.0M | 3.0%Prev: 1.9% | 39,586 SH | Increased-5,534 SH |
| SERVICENOW INC | COM | $771K | 0.5% | 5,036 SH | New |
| SHIFT4 PMTS INC | CL A | $5.2M | 3.1% | 82,871 SH | New |
| SOLARIS ENERGY INFRAS INC | COM CL A | $1.3M | 0.8% | 28,151 SH | New |
| SPROTT FDS TR | SPROTT CRITICAL | $1.4M | 0.8% | 46,972 SH | New |
| T1 ENERGY INC | COM NEW | $1.7M | 1.0% | 260,120 SH | New |
| TALEN ENERGY CORP | COM | $902K | 0.5% | 2,406 SH | New |
| TEMPUS AI INC | CL A | $1.3M | 0.8% | 21,635 SH | New |
| TRANSMEDICS GROUP INC | COM | $9.1M | 5.4%Prev: 5.6% | 74,562 SH | Decreased-116,678 SH |
| VS TRUST | 2X LONG VIX FUTU | $5.0M | 3.0% | 881,126 SH | New |
| ZETA GLOBAL HOLDINGS CORP | CL A | $3.1M | 1.8%Prev: 1.5% | 151,235 SH | Decreased-17,457 SH |
| ZSCALER INC | COM | $2.6M | 1.5%Prev: 0.8% | 11,563 SH | Increased-1,788 SH |
| 13F-HR |
| 0002093108-26-000004 |
| $94.1M |
| View |