FirstWave Capital Management LLC
MIAMI FL · SEC CIK 0002093108
$2.27亿2026Q2 申报市值
63持仓数
47.0%前十大占比 · 第一大 5.9%
31 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AAOI 加仓+$575.20万
TMDX 加仓+$444.83万
FPS 新建仓+$433.57万
RDDT 加仓+$405.41万
DRAM 新建仓+$368.16万
2026Q2 卖出最多 按季末市值估算
NBIS 减仓-$1,235.97万
ALAB 减仓-$789.11万
CPNG 减仓-$349.34万
CRDO 减仓-$213.29万
ONON 清仓-$199.79万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RDDT | REDDIT INC | $1,343.32万 | 5.93% | 77,389 | 23,356 | 43.2% | $405.41万 | 加仓 |
| APP | APPLOVIN CORP | $1,310.02万 | 5.78% | 25,426 | 5,553 | 27.9% | $286.11万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $1,270.22万 | 5.61% | 191,240 | 66,972 | 53.9% | $444.83万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $1,232.96万 | 5.44% | 44,645 | -44,754 | -50.1% | -$1,235.97万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $1,178.70万 | 5.20% | 339,978 | 79,731 | 30.6% | $276.43万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1,110.07万 | 4.90% | 40,819 | -7,843 | -16.1% | -$213.29万 | 减仓 |
| HROW | HARROW INC | $900.28万 | 3.97% | 211,981 | 68,058 | 47.3% | $289.04万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $863.43万 | 3.81% | 58,277 | 38,823 | 199.6% | $575.20万 | 加仓 |
| MELI | MERCADOLIBRE INC | $755.00万 | 3.33% | 4,448 | 1,821 | 69.3% | $309.09万 | 加仓 |
| NU | NU HLDGS LTD | $692.48万 | 3.06% | 518,327 | 228,575 | 78.9% | $305.38万 | 加仓 |
| IREN | IREN LIMITED | $564.56万 | 2.49% | 123,456 | 4,842 | 4.1% | $22.14万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $532.36万 | 2.35% | 4,612 | 1,509 | 48.6% | $174.18万 | 加仓 |
| ALAB | ASTERA LABS INC | $529.05万 | 2.33% | 10,953 | -16,337 | -59.9% | -$789.11万 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $433.57万 | 1.91% | 77,617 | 77,617 | — | $433.57万 | 新建仓 |
| SE | SEA LTD | $432.38万 | 1.91% | 45,120 | 7,369 | 19.5% | $70.62万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $368.16万 | 1.62% | 49,852 | 49,852 | — | $368.16万 | 新建仓 |
| SHAZ | SHARONAI HOLDINGS INC | $352.98万 | 1.56% | 41,694 | 41,694 | — | $352.98万 | 新建仓 |
| MP | MP MATERIALS CORP | $344.31万 | 1.52% | 61,473 | 11,820 | 23.8% | $66.20万 | 加仓 |
| BRUN | BOOST RUN INC | $343.98万 | 1.52% | 88,631 | 88,631 | — | $343.98万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $331.99万 | 1.47% | 168,692 | 17,457 | 11.5% | $34.36万 | 重新持有 |
| PRCT | PROCEPT BIOROBOTICS CORP | $326.07万 | 1.44% | 144,408 | 64,069 | 79.7% | $144.67万 | 加仓 |
| OUST | OUSTER INC | $287.86万 | 1.27% | 46,043 | 46,043 | — | $287.86万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $279.43万 | 1.23% | 13,965 | 13,965 | — | $279.43万 | 新建仓 |
| ONDS | ONDAS INC | $272.01万 | 1.20% | 330,115 | 171,021 | 107.5% | $140.92万 | 加仓 |
| RBRK | RUBRIK INC. | $271.40万 | 1.20% | 33,807 | 12,336 | 57.5% | $99.03万 | 重新持有 |
| AXON | AXON ENTERPRISE INC | $253.84万 | 1.12% | 4,528 | 4,528 | — | $253.84万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $252.45万 | 1.11% | 8,340 | 8,340 | — | $252.45万 | 新建仓 |
| CIFR | CIPHER DIGITAL INC | $241.03万 | 1.06% | 98,381 | 22,257 | 29.2% | $54.53万 | 重新持有 |
| LITE | LUMENTUM HLDGS INC | $234.85万 | 1.04% | 2,737 | 1,326 | 94.0% | $113.78万 | 加仓 |
| CRWV | COREWEAVE INC | $232.65万 | 1.03% | 23,373 | 23,373 | — | $232.65万 | 新建仓 |
| PL | PLANET LABS PBC | $218.16万 | 0.96% | 65,849 | 65,849 | — | $218.16万 | 新建仓 |
| MDB | MONGODB INC | $213.20万 | 0.94% | 6,347 | 3,672 | 137.3% | $123.34万 | 重新持有 |
| COHR | COHERENT CORP | $209.23万 | 0.92% | 5,304 | 1,586 | 42.7% | $62.56万 | 加仓 |
| DDOG | DATADOG INC | $207.90万 | 0.92% | 7,985 | 567 | 7.6% | $14.76万 | 重新持有 |
| CLPT | CLEARPOINT NEURO INC | $206.23万 | 0.91% | 115,600 | 19,760 | 20.6% | $35.25万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $202.21万 | 0.89% | 3,481 | -375 | -9.7% | -$21.78万 | 重新持有 |
| ASTS | AST SPACEMOBILE INC | $194.56万 | 0.86% | 21,895 | 21,895 | — | $194.56万 | 新建仓 |
| ZS | ZSCALER INC | $188.45万 | 0.83% | 13,351 | 1,788 | 15.5% | $25.24万 | 重新持有 |
| RKLB | ROCKET LAB CORP | $187.97万 | 0.83% | 18,492 | 18,492 | — | $187.97万 | 新建仓 |
| GLW | CORNING INC | $182.20万 | 0.80% | 7,133 | 7,133 | — | $182.20万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $181.69万 | 0.80% | 38,002 | 38,002 | — | $181.69万 | 新建仓 |
| INTC | INTEL CORP | $180.82万 | 0.80% | 12,950 | 12,950 | — | $180.82万 | 新建仓 |
| FLNC | FLUENCE ENERGY INC | $175.69万 | 0.78% | 88,375 | 33,069 | 59.8% | $65.74万 | 重新持有 |
| DXYZ | DESTINY TECH100 INC | $172.86万 | 0.76% | 67,104 | 67,104 | — | $172.86万 | 新建仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $170.03万 | 0.75% | 103,995 | 103,995 | — | $170.03万 | 新建仓 |
| NUAI | NEW ERA ENERGY & DIGITAL INC | $160.82万 | 0.71% | 252,068 | 252,068 | — | $160.82万 | 新建仓 |
| LEN | LENNAR CORP | $148.11万 | 0.65% | 16,368 | 16,368 | — | $148.11万 | 新建仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $147.81万 | 0.65% | 257,503 | 257,503 | — | $147.81万 | 新建仓 |
| QCOM | QUALCOMM INC | $145.98万 | 0.64% | 7,900 | 7,900 | — | $145.98万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $145.16万 | 0.64% | 5,162 | 5,162 | — | $145.16万 | 新建仓 |
| HLIT | HARMONIC INC | $138.60万 | 0.61% | 84,874 | 84,874 | — | $138.60万 | 新建仓 |
| CPNG | COUPANG INC | $137.77万 | 0.61% | 79,317 | -201,118 | -71.7% | -$349.34万 | 减仓 |
| FSLY | FASTLY INC | $134.44万 | 0.59% | 73,227 | 73,227 | — | $134.44万 | 新建仓 |
| MAGS | LISTED FDS TR | $128.60万 | 0.57% | 20,000 | 20,000 | — | $128.60万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. | $126.18万 | 0.56% | 46,152 | 2,050 | 4.6% | $5.60万 | 重新持有 |
| ATEC | ALPHATEC HLDGS INC | $124.43万 | 0.55% | 143,851 | 91,125 | 172.8% | $78.82万 | 重新持有 |
| TWLO | TWILIO INC | $124.31万 | 0.55% | 6,025 | 6,025 | — | $124.31万 | 新建仓 |
| BFLY | BUTTERFLY NETWORK INC | $122.43万 | 0.54% | 145,398 | 145,398 | — | $122.43万 | 新建仓 |
| AGLT | CHURCHILL CAP CORP XI | $111.30万 | 0.49% | 63,781 | 63,781 | — | $111.30万 | 新建仓 |
| CLSK | CLEANSPARK INC | $108.58万 | 0.48% | 74,622 | 74,622 | — | $108.58万 | 新建仓 |
| BMM | BLUE MOON METALS INC | $107.71万 | 0.48% | 168,555 | 168,555 | — | $107.71万 | 新建仓 |
| CCJ | CAMECO CORP | $97.71万 | 0.43% | 9,593 | -223 | -2.3% | -$2.27万 | 重新持有 |
| MTUM | ISHARES TR 看跌期权 | $15.41万 | 0.07% | 42,500 | 42,500 | — | $15.41万 | 新建仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -58,726 | -100.0% | -$199.79万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -22,572 | -100.0% | -$156.42万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -32,934 | -100.0% | -$116.85万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -55,835 | -100.0% | -$88.67万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -8,075 | -100.0% | -$77.04万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $0 | 0.00% | 0 | -400,000 | -100.0% | -$36.20万 | 清仓 |