Firstwave Capital Management LLC Top Holdings and 13F Report (2026) About Firstwave Capital Management LLCInvestment ActivityFirstwave Capital Management LLC has $94.08 million in total holdings as of March 31, 2026.Firstwave Capital Management LLC owns shares of 27 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 30.90% of the portfolio was purchased this quarter.About 88.93% of the portfolio was sold this quarter.This quarter, Firstwave Capital Management LLC has purchased 73 new stocks and bought additional shares in 9 stocks.Firstwave Capital Management LLC sold shares of 12 stocks and completely divested from 52 stocks this quarter.Largest Holdings TransMedics Group $12,353,482Yandex $9,276,040APPLOVIN CORP $7,909,454REDDIT INC $7,275,543Hims & Hers Health $5,402,728 Largest New Holdings this Quarter 03823U102 - Applied Optoelectronics $1,645,614 Holding770700102 - Robinhood Markets $1,564,240 Holding595112103 - Micron Technology $1,048,318 Holding83406F102 - SoFi Technologies $886,660 Holding19247G107 - Coherent $885,665 Holding Largest Purchases this Quarter TransMedics Group 49,706 shares (about $4.94M)APPLOVIN CORP 11,541 shares (about $4.59M)REDDIT INC 28,641 shares (about $3.86M)MercadoLibre 1,400 shares (about $2.42M)NU 131,216 shares (about $1.89M) Largest Sales this Quarter ClearPoint Neuro 267,569 shares (about $2.43M)Celsius 67,645 shares (about $2.40M)IREN 42,270 shares (about $1.45M)Lumentum 1,823 shares (about $1.28M)ON 37,048 shares (about $1.26M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirstwave Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTMDXTransMedics Group$12,353,482$4,941,274 â–²66.7%124,26813.1%MedicalYNDXYandex$9,276,040$366,999 â–²4.1%89,3999.9%Computer and TechnologyAPPLOVIN CORP$7,909,454$4,593,318 â–²138.5%19,8738.4%COM CL AREDDIT INC$7,275,543$3,856,510 â–²112.8%54,0337.7%CL AHIMSHims & Hers Health$5,402,728$1,506,968 â–²38.7%260,2475.7%MedicalCPNGCoupang$5,294,613$95,873 â–¼-1.8%280,4355.6%Retail/WholesaleHROWHarrow$5,074,725$1,761,942 â–²53.2%143,9235.4%MedicalCRDOCredo Technology Group$4,567,902$1,340,839 â–²41.5%48,6624.9%Computer and TechnologyMELIMercadoLibre$4,542,136$2,420,628 â–²114.1%2,6274.8%Retail/WholesaleNUNU$4,163,736$1,885,574 â–²82.8%289,7524.4%FinanceIRENIREN$4,066,088$1,449,016 â–¼-26.3%118,6144.3%FinanceSESEA$3,126,160$151,956 â–¼-4.6%37,7513.3%Computer and TechnologyASTERA LABS INC$2,990,984$293,618 â–¼-8.9%27,2903.2%COMMPMP Materials$2,396,254$420,972 â–¼-14.9%49,6532.5%Basic MaterialsPRCTPROCEPT BioRobotics$2,009,278$979,992 â–¼-32.8%80,3392.1%MedicalONONON$1,997,859$1,260,373 â–¼-38.7%58,7262.1%Retail/WholesaleAAOIApplied Optoelectronics$1,645,614$1,645,614 â–²New Holding19,4541.7%Computer and TechnologyHOODRobinhood Markets$1,564,240$1,564,240 â–²New Holding22,5721.7%FinanceONDSOndas$1,438,210$497,245 â–¼-25.7%159,0941.5%Computer and TechnologyCELHCelsius$1,168,498$2,400,044 â–¼-67.3%32,9341.2%Consumer StaplesMUMicron Technology$1,048,318$1,048,318 â–²New Holding3,1031.1%Computer and TechnologyLITELumentum$991,594$1,281,131 â–¼-56.4%1,4111.1%Computer and TechnologySOFISoFi Technologies$886,660$886,660 â–²New Holding55,8350.9%FinanceCOHRCoherent$885,665$885,665 â–²New Holding3,7180.9%Business ServicesCLPTClearPoint Neuro$872,144$2,434,878 â–¼-73.6%95,8400.9%MedicalCIRCLE INTERNET GROUP INC$770,436$298,443 â–¼-27.9%8,0750.8%COM CL ASPYSPDR S&P 500 ETF Trust$362,000$362,000 â–²New Holding400,0000.4%FinanceFOURShift4 Payments$0$5,218,387 â–¼-100.0%00.0%Business ServicesVS TRUST$0$5,031,229 â–¼-100.0%00.0%2X LONG VIX FUTUZETA GLOBAL HOLDINGS CORP$0$3,077,632 â–¼-100.0%00.0%CL AZSZscaler$0$2,600,750 â–¼-100.0%00.0%Computer and TechnologyAMBAAmbarella$0$2,343,033 â–¼-100.0%00.0%Computer and TechnologyFTAI AVIATION LTD$0$2,242,909 â–¼-100.0%00.0%SHSRKTRocket Companies$0$2,222,489 â–¼-100.0%00.0%FinanceOSCROscar Health$0$1,890,819 â–¼-100.0%00.0%FinanceT1 ENERGY INC$0$1,737,602 â–¼-100.0%00.0%COM NEWGLBEGlobal-e Online$0$1,660,612 â–¼-100.0%00.0%Retail/WholesaleRUBRIK INC.$0$1,642,102 â–¼-100.0%00.0%CL AROOTRoot$0$1,640,921 â–¼-100.0%00.0%FinanceGOOGAlphabet$0$1,378,837 â–¼-100.0%00.0%Computer and TechnologySETMSprott Critical Materials ETF$0$1,359,839 â–¼-100.0%00.0%ETFASXASE Technology$0$1,358,518 â–¼-100.0%00.0%Computer and TechnologyAVAVAeroVironment$0$1,355,068 â–¼-100.0%00.0%AerospaceSOLARIS ENERGY INFRAS INC$0$1,294,101 â–¼-100.0%00.0%COM CL AMKSIMKS$0$1,281,756 â–¼-100.0%00.0%Computer and TechnologyTEMPUS AI INC$0$1,277,547 â–¼-100.0%00.0%CL ADAVEDave$0$1,171,923 â–¼-100.0%00.0%Business ServicesACMRACM Research$0$1,163,420 â–¼-100.0%00.0%Computer and TechnologyFIXComfort Systems USA$0$1,143,280 â–¼-100.0%00.0%ConstructionPLABPhotronics$0$1,136,096 â–¼-100.0%00.0%Computer and TechnologyCIFRCipher Mining$0$1,123,590 â–¼-100.0%00.0%Business ServicesMDBMongoDB$0$1,122,671 â–¼-100.0%00.0%Computer and TechnologyEOSEEos Energy Enterprises$0$1,115,356 â–¼-100.0%00.0%IndustrialsATECAlphatec$0$1,109,355 â–¼-100.0%00.0%MedicalFLNCFluence Energy$0$1,093,953 â–¼-100.0%00.0%EnergyCVNACarvana$0$1,087,124 â–¼-100.0%00.0%Retail/WholesaleASPNAspen Aerogels$0$1,052,763 â–¼-100.0%00.0%ConstructionDLODLocal$0$1,040,308 â–¼-100.0%00.0%Business ServicesTANInvesco Solar ETF$0$1,023,464 â–¼-100.0%00.0%ETFDDOGDatadog$0$1,008,774 â–¼-100.0%00.0%Computer and TechnologyGALAXY DIGITAL INC.$0$986,121 â–¼-100.0%00.0%CL AORCLOracle$0$974,550 â–¼-100.0%00.0%Computer and TechnologyGTLBGitLab$0$917,196 â–¼-100.0%00.0%Computer and TechnologyRMBSRambus$0$912,743 â–¼-100.0%00.0%Computer and TechnologyIOTSamsara$0$911,561 â–¼-100.0%00.0%Computer and TechnologyFVRRFiverr International$0$909,335 â–¼-100.0%00.0%Retail/WholesaleBABAAlibaba Group$0$906,597 â–¼-100.0%00.0%Retail/WholesaleRBLXRoblox$0$906,077 â–¼-100.0%00.0%Consumer DiscretionaryTALEN ENERGY CORP$0$901,865 â–¼-100.0%00.0%COMCCJCameco$0$898,066 â–¼-100.0%00.0%Basic MaterialsRIOTRiot Platforms$0$872,076 â–¼-100.0%00.0%FinanceAMDAdvanced Micro Devices$0$825,801 â–¼-100.0%00.0%Computer and TechnologyLITHIUM AMERS CORP NEW$0$820,116 â–¼-100.0%00.0%COM SHSFCXFreeport-McMoRan$0$789,480 â–¼-100.0%00.0%Basic MaterialsISRGIntuitive Surgical$0$782,710 â–¼-100.0%00.0%MedicalNOWServiceNow$0$771,465 â–¼-100.0%00.0%Computer and TechnologyDUOLINGO INC$0$762,548 â–¼-100.0%00.0%CL A COMAXTIAXT$0$728,278 â–¼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$522,403 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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