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FirstWaveFund reveals top 12 portfolio holdings for May, Jonah Lupton notes — FirstWaveFund top 12 holdings for May

Jonah Lupton, investor and market commentator at Social Media / FinTwit, shared the top 12 portfolio positions for FirstWaveFund as of May.

The list includes AAOI, ALAB, APP, CRDO, HIMS, HROW, IREN, MELI, MU, NBIS, RDDT, and TMDX, presented in alphabetical order. Lupton stated that these holdings are disclosed after sending out the May investor letter.

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Lupton has previously noted that RDDT is rumored to be considering an exclusive $1 billion data licensing deal. He has also highlighted that TMDX maintains over 36 daily flights in June, which could support $200 million in Q2 revenue. These companies are among the disclosed holdings in the FirstWaveFund portfolio.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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