Jonah Lupton / FirstWave Capital Management 13F

FirstWave Capital Management LLC is the institutional investment manager associated with Jonah Lupton. The FirstWave Capital Management portfolio below shows the firm's latest published Form 13F holdings, filed Aug 12, 2026, using reported values from the SEC information table.

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Investors also refer to this as the Jonah Lupton portfolio, Jonah Lupton 13F, FirstWave 13F, or FirstWave Capital 13F. The current legal SEC filer for Q2 2026 is FirstWave Capital Management LLC.

Reported 13F value$226.6M

Reported positions63

Report periodQ2 2026

Top 10 concentration47.0%

Latest reported holdings

Sorted by value reported in the latest SEC information table

63 positions

Security	Ticker	Shares	Reported value	Portfolio weight
REDDIT INCCL A	RDDT	77,389	$13.4M	5.93%
APPLOVIN CORPCOM CL A	APP	25,426	$13.1M	5.78%
TRANSMEDICS GROUP INCCOM	TMDX	191,240	$12.7M	5.61%
NEBIUS GROUP N.V.SHS CLASS A	NBIS	44,645	$12.3M	5.44%
HIMS & HERS HEALTH INCCOM CL A	HIMS	339,978	$11.8M	5.20%
CREDO TECHNOLOGY GROUP HOLDIORDINARY SHARES	CRDO	40,819	$11.1M	4.90%
HARROW INCCOM	HROW	211,981	$9.0M	3.97%
APPLIED OPTOELECTRONICS INCCOM	AAOI	58,277	$8.6M	3.81%
MERCADOLIBRE INCCOM	MELI	4,448	$7.5M	3.33%
NU HLDGS LTDORD SHS CL A	NU	518,327	$6.9M	3.06%
IREN LIMITEDORDINARY SHARES	IREN	123,456	$5.6M	2.49%
MICRON TECHNOLOGY INCCOM	MU	4,612	$5.3M	2.35%
ASTERA LABS INCCOM	ALAB	10,953	$5.3M	2.33%
FORGENT POWER SOLUTIONS INCCOM SHS CL A	FPS	77,617	$4.3M	1.91%
SEA LTDSPONSORD ADS	SE	45,120	$4.3M	1.91%
ROUNDHILL ETF TRUSTMEMORY ETF	77926X320	49,852	$3.7M	1.62%
SHARONAI HOLDINGS INCCOM CL A	SHAZ	41,694	$3.5M	1.56%
MP MATERIALS CORPCOM CL A	MP	61,473	$3.4M	1.52%
BOOST RUN INCORD SHS CL A	BRUN	88,631	$3.4M	1.52%
ZETA GLOBAL HOLDINGS CORPCL A	ZETA	168,692	$3.3M	1.47%
PROCEPT BIOROBOTICS CORPCOM	PRCT	144,408	$3.3M	1.44%
OUSTER INCCOM NEW	OUST	46,043	$2.9M	1.27%
NVIDIA CORPORATIONCOM	NVDA	13,965	$2.8M	1.23%
ONDAS INCCOM NEW	ONDS	330,115	$2.7M	1.20%
RUBRIK INC.CL A	RBRK	33,807	$2.7M	1.20%

Showing the 25 largest reported positions. Open the live 13F workspace for the complete table, comparisons, entry analysis and charts.