Long-term investor
Firstwave Capital Management LLC @firstwavecapitalmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002093108).
Record
- Tracked since 2025-12-31 (257 days), 135 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -18.3%
- Max drawdown n/a · win rate 2% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- RDDT · 5.9% · long · since 2025-12-31
- APP · 5.8% · long · since 2025-12-31
- TMDX · 5.6% · long · since 2025-12-31
- NBIS · 5.4% · long · since 2025-12-31
- HIMS · 5.2% · long · since 2025-12-31
- CRDO · 4.9% · long · since 2025-12-31
- HROW · 4.0% · long · since 2025-12-31
- AAOI · 3.8% · long · since 2026-03-31
- MELI · 3.3% · long · since 2025-12-31
- NU · 3.1% · long · since 2025-12-31
- Q4982L109 · 2.5% · long · since 2025-12-31
- MU · 2.3% · long · since 2026-03-31