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FirstWave Capital Management LLC · 13F 持仓分析
期权收益计算器 机构排行

FirstWave Capital Management LLC

No.6500 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.41亿
环比变动 Q1 2026
-$2.15亿-47.1%
持仓股票数
63
新买入
42
加仓
17
减仓
4
清仓
6
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托MTUM
6.05%$1,457.0万4.3万股$00股+4.3万股新买入
REDDIT CL ARDDT
5.57%1.6%$1,343.3万7.7万股$727.6万5.4万股+2.3万股+43.23%加仓
AAPPLOVINAPP
5.44%1.74%$1,310.0万2.5万股$790.9万2.0万股+5,553股+27.94%加仓
TTRANSMEDICSTMDX
5.27%2.71%$1,270.2万19.1万股$1,235.3万12.4万股+6.7万股+53.89%加仓
NEBIUSNBIS
5.12%2.04%$1,233.0万4.5万股$927.6万8.9万股-4.5万股-50.06%减仓
HHIMS & HERS HEALTHHIMS
4.89%1.19%$1,178.7万34.0万股$540.3万26.0万股+8.0万股+30.64%加仓
CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO
4.61%1%$1,110.1万4.1万股$456.8万4.9万股-7,843股-16.12%减仓
HARROWHROW
3.74%1.11%$900.3万21.2万股$507.5万14.4万股+6.8万股+47.29%加仓
APPLIED OPTOELECTRONICSAAOI
3.58%0.36%$863.4万5.8万股$164.6万1.9万股+3.9万股+199.56%加仓
MERCADOLIBRE COMMELI
3.13%1%$755.0万4,448股$454.2万2,627股+1,821股+69.32%加仓
NubankNU
2.87%0.91%$692.5万51.8万股$416.4万29.0万股+22.9万股+78.89%加仓
IRENIREN
2.34%0.89%$564.6万12.3万股$406.6万11.9万股+4,842股+4.08%加仓
美光科技MU
2.21%0.23%$532.4万4,612股$104.8万3,103股+1,509股+48.63%加仓
AASTERA LABSALAB
2.2%0.66%$529.1万1.1万股$299.1万2.7万股-1.6万股-59.86%减仓
FFORGENT POWER SOLUTIONSFPS
1.8%$433.6万7.8万股$00股+7.8万股新买入
SSEA SPONSORD ADSSE
1.79%0.69%$432.4万4.5万股$312.6万3.8万股+7,369股+19.52%加仓
RROUNDHILL ETF TRUSTNCLD
1.53%$368.2万5.0万股$00股+5.0万股新买入
SSHARONAISHAZ
1.46%$353.0万4.2万股$00股+4.2万股新买入
MP MATERIALSMP
1.43%0.53%$344.3万6.1万股$239.6万5.0万股+1.2万股+23.81%加仓
BBOOST RUN INCBRUN
1.43%$344.0万8.9万股$00股+8.9万股新买入
ZZETA GLOBALZETA
1.38%$332.0万16.9万股$00股+16.9万股新买入
PROCEPT BIOROBOTICSPRCT
1.35%0.44%$326.1万14.4万股$200.9万8.0万股+6.4万股+79.75%加仓
OOUSTEROUST
1.19%$287.9万4.6万股$00股+4.6万股新买入
英伟达NVDA
1.16%$279.4万1.4万股$00股+1.4万股新买入
ONDASONDS
1.13%0.32%$272.0万33.0万股$143.8万15.9万股+17.1万股+107.50%加仓
RRUBRIK INC CLASS ARBRK
1.13%$271.4万3.4万股$00股+3.4万股新买入
AXON ENTERPRISEAXON
1.05%$253.8万4,528股$00股+4,528股新买入
Bloom EnergyBE
1.05%$252.5万8,340股$00股+8,340股新买入
CCIPHER DIGITALCIFR
1%$241.0万9.8万股$00股+9.8万股新买入
LumentumLITE
0.97%0.22%$234.9万2,737股$99.2万1,411股+1,326股+93.98%加仓
CCOREWEAVE INC CLASS ACRWV
0.97%$232.7万2.3万股$00股+2.3万股新买入
PPLANET LABS PBC CLASS APL
0.91%$218.2万6.6万股$00股+6.6万股新买入
MONGODB CL AMDB
0.88%$213.2万6,347股$00股+6,347股新买入
相干公司COHR
0.87%0.19%$209.2万5,304股$88.6万3,718股+1,586股+42.66%加仓
DatadogDDOG
0.86%$207.9万7,985股$00股+7,985股新买入
CCLEARPOINT NEUROCLPT
0.86%0.19%$206.2万11.6万股$87.2万9.6万股+2.0万股+20.62%加仓
AMD超威AMD
0.84%$202.2万3,481股$00股+3,481股新买入
AAST SPACEMOBILE COM CL AASTS
0.81%$194.6万2.2万股$00股+2.2万股新买入
ZscalerZS
0.78%$188.4万1.3万股$00股+1.3万股新买入
RROCKET LAB COMRKLB
0.78%$188.0万1.8万股$00股+1.8万股新买入
康宁GLW
0.76%$182.2万7,133股$00股+7,133股新买入
美高梅MGM
0.75%$181.7万3.8万股$00股+3.8万股新买入
英特尔INTC
0.75%$180.8万1.3万股$00股+1.3万股新买入
FFLUENCE ENERGYFLNC
0.73%$175.7万8.8万股$00股+8.8万股新买入
DDESTINY TECH100 INC COM SHSDXYZ
0.72%$172.9万6.7万股$00股+6.7万股新买入
LLIGHTPATH TECHNOLOGIESLPTH
0.71%$170.0万10.4万股$00股+10.4万股新买入
NNEW ERA ENERGY AND DIGITAL ORDNUAIW
0.67%$160.8万25.2万股$00股+25.2万股新买入
LENNARLEN
0.61%$148.1万1.6万股$00股+1.6万股新买入
KKEEL INFRASTRUCTURE CORPKEEL
0.61%$147.8万25.8万股$00股+25.8万股新买入
Q高通QCOM
0.61%$146.0万7,900股$00股+7,900股新买入

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