EdgeMarket › What Alpha Wave Global, Lp reported owning
What Alpha Wave Global, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
790.5MPositions
20Quarter
2026-03-31Shown below
20largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| QXO QXO, Inc. | 473.7M | 59.9% | 24.4M | 13.76 | -28.6% |
| ANRO Alto Neuroscience, Inc. | 83.4M | 10.5% | 3.7M | 34.28 | +899.4% |
| WWD Woodward, Inc. | 34.6M | 4.4% | 96.7K | 343.26 | +39.4% |
| LENZ LENZ Therapeutics, Inc. | 33.1M | 4.2% | 3.6M | 4.68 | -87.9% |
| BA BOEING CO | 32.9M | 4.2% | 165.4K | 214.20 | -5.1% |
| RDNT RadNet, Inc. | 26.7M | 3.4% | 478.3K | 76.82 | +11.9% |
| AMRZ Amrize Ltd | 22.8M | 2.9% | 407.2K | 45.68 | -7.3% |
| REZI RESIDEO TECHNOLOGIES, INC. | 20.3M | 2.6% | 603.4K | 20.27 | -36.8% |
| VTR Ventas, Inc. | 19.7M | 2.5% | 240.8K | 93.06 | +34.5% |
| CDP COPT DEFENSE PROPERTIES | 12.7M | 1.6% | 415.1K | 37.27 | +32.8% |
| HII HUNTINGTON INGALLS INDUSTRIES, INC. | 6.7M | 0.8% | 17.5K | 298.20 | +11.6% |
| NGVT Ingevity Corp | 6.1M | 0.8% | 85.6K | 70.27 | +28.4% |
| CBL CBL & ASSOCIATES PROPERTIES INC | 5.6M | 0.7% | 146.5K | 55.34 | +81.2% |
| DNN DENISON MINES CORP. | 2.6M | 0.3% | 750.4K | 3.50 | +82.3% |
| AMLX Amylyx Pharmaceuticals, Inc. | 2.0M | 0.3% | 142.3K | 38.66 | +381.4% |
| PRCH Porch Group, Inc. | 1.8M | 0.2% | 257.0K | 17.09 | +11.6% |
| unmapped CUSIP G70077105 | 1.7M | 0.2% | 157.0K | — | — |
| NXE NexGen Energy Ltd. | 1.6M | 0.2% | 136.8K | 10.86 | +68.1% |
| RDW Redwire Corp | 1.4M | 0.2% | 163.0K | 12.02 | +38.2% |
| PAYO Payoneer Global Inc. | 1.1M | 0.1% | 223.9K | 7.11 | +6.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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