13F Pro

Hedge Funds Similar to FirstWave

13F Portfolio OverlapQ1 2026FirstWave portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

FirstWave Capital Management LLC is an institutional investor managing $94M across 27 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FirstWave are Kora, INTERCAPITAL,, DEEPWATER ASSET ,, with shared positions in $NBIS, $MELI, $NU, $SE, $RDDT, $HIMS. The full ranking of 25 similar funds is below.

#1Kora Management LPSmart money
Substantial overlap · 4 shared positions
$NBIS$MELI$NU$SE
$702M
9 positions
#2INTERCAPITAL, LLCPassive
Substantial overlap · 10 shared positions
$RDDT$MELI$SE$HIMS$CRDO$MU
$299M
108 positions
#3DEEPWATER ASSET MANAGEMENT, LLCPassive
Substantial overlap · 7 shared positions
$RDDT$NU$CRDO$MELI$APP$COHR
$158M
39 positions
#4Tree Line Advisors (Hong Kong) Ltd.Active
Notable overlap · 3 shared positions
$NBIS$CPNG$SE
$233M
3 positions
#5D1 Capital Partners L.P.Active
Notable overlap · 6 shared positions
$MELI$NU$SE$RDDT$APP$CPNG
$11.2B
44 positions
#6Coronation Fund Managers Ltd.Active
Notable overlap · 4 shared positions
$CPNG$MELI$NU$SE
$2.2B
53 positions
#7BAILLIE GIFFORD & COActive
Notable overlap · 6 shared positions
$MELI$NU$SE$APP$CPNG$RDDT
$97.9B
271 positions
#8Proem Advisors LLCSmart money
Notable overlap · 7 shared positions
$APP$SE$MELI$NU$HOOD$MU
$1.7B
36 positions
#9LONG WALK MANAGEMENT LPActive
Notable overlap · 3 shared positions
$NBIS$CPNG$NU
$344M
11 positions
#10General Equity Holdings LPActive
Notable overlap · 3 shared positions
$APP$NU$SE
$135M
11 positions
#11Fund 1 Investments, LLCActive
Notable overlap · 5 shared positions
$RDDT$CPNG$APP$SE$CELH
$872M
66 positions
#12Metavasi Capital LPActive
Notable overlap · 4 shared positions
$APP$HIMS$NU$HOOD
$276M
21 positions
#13UNTITLED INVESTMENTS LPActive
Notable overlap · 3 shared positions
$CPNG$MELI$NU
$269M
16 positions
#14Ravenswood Partners LPPassive
Notable overlap · 5 shared positions
$NU$MELI$SE$HOOD$MU
$271M
35 positions
#15KIDS CAPITAL MANAGEMENT, L.P.Active
Notable overlap · 4 shared positions
$MELI$NU$SE$HOOD
$106M
12 positions
#16Foxhaven Asset Management, LPSmart money
Notable overlap · 3 shared positions
$CPNG$MELI$NU
$3.2B
14 positions
#17TB Capital Gestao de Recursos Ltda.Active
Notable overlap · 3 shared positions
$CPNG$NU$MELI
$163M
17 positions
#18Ribbit Management Company, LLCSmart money
Notable overlap · 5 shared positions
$NU$MELI$SE$HOOD$CPNG
$1.7B
14 positions
#19Kontiki Capital Management (HK) Ltd.Smart money
Notable overlap · 3 shared positions
$CPNG$NU$SE
$1.4B
7 positions
#20Eddie Patel IncPassive
Notable overlap · 6 shared positions
$APP$NBIS$HIMS$MU$LITE$MELI
$130M
95 positions
#21Valliance Asset Management LtdActive
Notable overlap · 3 shared positions
$NBIS$MU$LITE
$122M
8 positions
#22Bienville Capital Management, LLCPassive
Notable overlap · 5 shared positions
$MELI$SE$HOOD$APP$RDDT
$550M
74 positions
#23TIGER GLOBAL MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$SE$CPNG$APP$RDDT$MELI$NU
$22.8B
54 positions
#24GLYNN CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$NU$APP$HOOD$LITE$MU
$209M
42 positions
#25Palestra Capital Management LLCActive
Notable overlap · 3 shared positions
$CPNG$NU$APP
$2.6B
23 positions

Compare FirstWave’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View FirstWave’s holdings

Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.