Alpha Wave Global, LP

data from 30/09/2025

Capitalization

$ 987.345 M 6.38 %

Average holding period

6 ans

Performance

$ 909.294 M 31 990.75 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Alpha Wave Global, LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 QXO QXO INC 47.08% 464.878 M $ 24390244 2025/06/30 -60.488 M $ -11.51 %
2025/09/30 LENZ LENZ THERAPEUTICS INC 17.04% 168.257 M $ 3612211 2024/03/31 62.383 M $ 58.92 %
2025/09/30 MTSR METSERA INC 12.64% 124.757 M $ 2384050 2025/03/31 56.931 M $ 83.94 %
2025/09/30 RDNT RADNET INC 4.12% 40.641 M $ 533279 2023/12/31 7.478 M $ 33.91 %
2025/09/30 BA BOEING CO 3.25% 32.042 M $ 148459 2025/06/30 787.241 K $ 3.01 %
2025/09/30 WWD WOODWARD INC 3.02% 29.790 M $ 117883 2023/12/31 827.631 K $ 3.11 %
2025/09/30 ANRO ALTO NEUROSCIENCE INC 1.51% 14.905 M $ 3707757 2024/03/31 6.748 M $ 82.73 %
2025/09/30 MASI MASIMO CORP 1.45% 14.327 M $ 97102 2025/06/30 -2.110 M $ -12.29 %
2025/09/30 KLARNA GROUP PLC 1.40% 13.788 M $ 376200 2025/09/30 0.000 $ 0.00 %
2025/09/30 TRS TRIMAS CORP 1.34% 13.228 M $ 342342 2025/06/30 740.534 K $ 35.06 %
2025/09/30 REZI RESIDEO TECHNOLOGIES INC 0.89% 8.811 M $ 204051 2025/09/30 0.000 $ 0.00 %
2025/09/30 HII HUNTINGTON INGALLS INDS INC 0.88% 8.662 M $ 30087 2025/06/30 1.169 M $ 19.24 %
2025/09/30 NGVT INGEVITY CORP 0.85% 8.395 M $ 152118 2025/09/30 0.000 $ 0.00 %
2025/09/30 ERII ENERGY RECOVERY INC 0.82% 8.140 M $ 527871 2024/06/30 1.886 M $ 20.66 %
2025/09/30 CERT CERTARA INC 0.62% 6.168 M $ 504724 2025/09/30 0.000 $ 0.00 %
2025/09/30 CBL CBL & ASSOC PPTYS INC 0.50% 4.907 M $ 160454 2025/03/31 695.273 K $ 20.44 %
2025/09/30 PRCH PORCH GROUP INC 0.48% 4.768 M $ 284160 2020/12/31 1.187 M $ 42.32 %
2025/09/30 AMLX AMYLYX PHARMACEUTICALS INC 0.45% 4.448 M $ 327312 2024/09/30 1.981 M $ 112.01 %
2025/09/30 AVAV AEROVIRONMENT INC 0.39% 3.838 M $ 12188 2025/06/30 397.124 K $ 10.51 %
2025/09/30 FLNC FLUENCE ENERGY INC 0.38% 3.729 M $ 345247 2025/06/30 2.679 M $ 60.95 %
2025/09/30 NXE NEXGEN ENERGY LTD 0.27% 2.679 M $ 299385 2018/12/31 1.514 M $ 28.96 %
2025/09/30 DNN DENISON MINES CORP 0.23% 2.258 M $ 821069 2019/03/31 1.714 M $ 51.10 %
2025/09/30 FLO FLOWERS FOODS INC 0.21% 2.039 M $ 156274 2023/09/30 -457.882 K $ -18.34 %
2025/09/30 PAYO PAYONEER GLOBAL INC 0.14% 1.354 M $ 223855 2021/09/30 -179.083 K $ -11.68 %
2025/09/30 MAPS WM TECHNOLOGY INC 0.05% 512.221 K $ 441570 2021/06/30 89.747 K $ 29.46 %
2025/09/30 LIMINATUS PHARMA INC. 0.00% 10.692 K $ 89098 2025/06/30 -10.941 K $ -50.58 %
2025/09/30 MAPSW WM TECHNOLOGY INC 0.00% 9.436 K $ 361543 2021/06/30 5.640 K $ 98.74 %
2025/09/30 LANVIN GROUP HOLDINGS LIMITE 0.00% 1.652 K $ 87846 2022/12/31 -16.000 $ -1.02 %
2025/09/30 CBZ CBIZ INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 CRS CARPENTER TECHNOLOGY CORP 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/09/30 WBA WALGREENS BOOTS ALLIANCE INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PRM PERIMETER SOLUTIONS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CTEV CLARITEV CORPORATION 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 AIV APARTMENT INVT & MGMT CO 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 BUR BURFORD CAP LTD 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 OSW ONESPAWORLD HOLDINGS LIMITED 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %