FirstWave Capital Management LLC 13F 持仓 · 2026年Q2
FirstWave Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 62 只证券，申报市值合计 2.27 亿美元。前几大持仓：RDDT（5.93%）、APP（5.78%）、TMDX（5.61%）。本季前 25 大持仓中：新建仓 8 只、增持 14 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RDDT | REDDIT INC | $13.4M | 5.93% | 77,389 | 增持 |
| 2 | APP | APPLOVIN CORP | $13.1M | 5.78% | 25,426 | 增持 |
| 3 | TMDX | TRANSMEDICS GROUP INC | $12.7M | 5.61% | 191,240 | 增持 |
| 4 | NBIS | NEBIUS GROUP N.V. | $12.3M | 5.44% | 44,645 | 减持 |
| 5 | HIMS | HIMS & HERS HEALTH INC | $11.8M | 5.20% | 339,978 | 增持 |
| 6 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $11.1M | 4.90% | 40,819 | 减持 |
| 7 | HROW | HARROW INC | $9.0M | 3.97% | 211,981 | 增持 |
| 8 | AAOI | APPLIED OPTOELECTRONICS INC | $8.6M | 3.81% | 58,277 | 增持 |
| 9 | MELI | MERCADOLIBRE INC | $7.5M | 3.33% | 4,448 | 增持 |
| 10 | NU | NU HLDGS LTD | $6.9M | 3.06% | 518,327 | 增持 |
| 11 | IREN | IREN LIMITED | $5.6M | 2.49% | 123,456 | 增持 |
| 12 | MU | MICRON TECHNOLOGY INC | $5.3M | 2.35% | 4,612 | 增持 |
| 13 | ALAB | ASTERA LABS INC | $5.3M | 2.33% | 10,953 | 减持 |
| 14 | FPS | FORGENT POWER SOLUTIONS INC | $4.3M | 1.91% | 77,617 | 新建仓 |
| 15 | SE | SEA LTD | $4.3M | 1.91% | 45,120 | 增持 |
| 16 | DRAM | ROUNDHILL ETF TRUST | $3.7M | 1.62% | 49,852 | 新建仓 |
| 17 | SHAZ | SHARONAI HOLDINGS INC | $3.5M | 1.56% | 41,694 | 新建仓 |
| 18 | BRUN | BOOST RUN INC | $3.4M | 1.52% | 88,631 | 新建仓 |
| 19 | MP | MP MATERIALS CORP | $3.4M | 1.52% | 61,473 | 增持 |
| 20 | ZETA | ZETA GLOBAL HOLDINGS CORP | $3.3M | 1.47% | 168,692 | 新建仓 |
| 21 | PRCT | PROCEPT BIOROBOTICS CORP | $3.3M | 1.44% | 144,408 | 增持 |
| 22 | OUST | OUSTER INC | $2.9M | 1.27% | 46,043 | 新建仓 |
| 23 | NVDA | NVIDIA CORPORATION | $2.8M | 1.23% | 13,965 | 新建仓 |
| 24 | ONDS | ONDAS INC | $2.7M | 1.20% | 330,115 | 增持 |
| 25 | RBRK | RUBRIK INC. | $2.7M | 1.20% | 33,807 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR