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 | |||||
|---|---|---|---|---|---|
| APPLIED OPTOELECTRONICS INC | COM | $1.6M | 1.7% | 19,454 SH | |
| APPLOVIN CORP | COM CL A | $7.9M | 8.4% | 19,873 SH | |
| ASTERA LABS INC | COM | $3.0M | 3.2% | 27,290 SH | |
| CELSIUS HLDGS INC | COM NEW | $1.2M | 1.2% | 32,934 SH | |
| CIRCLE INTERNET GROUP INC | COM CL A | $770K | 0.8% | 8,075 SH | |
| CLEARPOINT NEURO INC | COM | $872K | 0.9% | 95,840 SH | |
| COHERENT CORP | COM | $886K | 0.9% | 3,718 SH | |
| COUPANG INC | CL A | $5.3M | 5.6% | 280,435 SH | |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $4.6M | 4.9% | 48,662 SH | |
| HARROW INC | COM | $5.1M | 5.4% | 143,923 SH | |
| HIMS & HERS HEALTH INC | COM CL A | $5.4M | 5.7% | 260,247 SH | |
| IREN LIMITED | ORDINARY SHARES | $4.1M | 4.3% | 118,614 SH | |
| LUMENTUM HLDGS INC | COM | $992K | 1.1% | 1,411 SH | |
| MERCADOLIBRE INC | COM | $4.5M | 4.8% | 2,627 SH | |
| MICRON TECHNOLOGY INC | COM | $1.0M | 1.1% | 3,103 SH | |
| MP MATERIALS CORP | COM CL A | $2.4M | 2.5% | 49,653 SH | |
| NEBIUS GROUP N.V. | SHS CLASS A | $9.3M | 9.9% | 89,399 SH | |
| NU HLDGS LTD | ORD SHS CL A | $4.2M | 4.4% | 289,752 SH | |
| ON HLDG AG | NAMEN AKT A | $2.0M | 2.1% | 58,726 SH | |
| ONDAS INC | COM NEW | $1.4M | 1.5% | 159,094 SH | |
| PROCEPT BIOROBOTICS CORP | COM | $2.0M | 2.1% | 80,339 SH | |
| REDDIT INC | CL A | $7.3M | 7.7% | 54,033 SH | |
| ROBINHOOD MKTS INC | COM CL A | $1.6M | 1.7% | 22,572 SH | |
| SEA LTD | SPONSORD ADS | $3.1M | 3.3% | 37,751 SH | |
| SOFI TECHNOLOGIES INC | COM | $887K | 0.9% | 55,835 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $362K | 0.4% | 400,000 SH | |
| TRANSMEDICS GROUP INC | COM | $12.4M | 13.1% | 124,268 SH |
| 13F-HR |
| 0002093108-26-000004 |
| $94.1M |
| View |