Alpha Wave Global, Lp Portfolio Stock Holdings

Alpha Wave Global, Lp disclosed 20 stock positions valued at approximately $790.5 million in its latest SEC 13F filing. The largest holdings include QXO INC, ALTO NEUROSCIENCE INC, and WOODWARD INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
20
Portfolio Value
$790.5M
Holdings by Sector
Alpha Wave Global, Lp Portfolio Holdings in Q1 2026

19 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
QXO INCQXOTechnology59.92%24,390,244--$473,658,538
ALTO NEUROSCIENCE INCANROHealthcare10.54%3,707,757--$83,350,377
WOODWARD INCWWDIndustrials4.38%96,718-23,186-19.34%$34,617,307
LENZ THERAPEUTICS INCLENZHealthcare4.18%3,612,211--$33,051,731
BOEING COBAIndustrials4.16%165,397-14,573-8.10%$32,918,965
RADNET INCRDNTHealthcare3.38%478,304-63,147-11.66%$26,732,411
AMRIZE LTDAMRZOther2.89%407,226+407,226+100.00%$22,812,801
RESIDEO TECHNOLOGIES INCREZIIndustrials2.57%603,395+139,312+30.02%$20,340,445
VENTAS INCVTRReal Estate2.49%240,840-24,143-9.11%$19,695,895
COPT DEFENSE PROPERTIESCDPReal Estate1.61%415,118+415,118+100.00%$12,702,611
HUNTINGTON INGALLS INDS INCHIIIndustrials0.84%17,546-12,949-42.46%$6,665,725
INGEVITY CORPNGVTBasic Materials0.77%85,583-105,395-55.19%$6,096,077
CBL & ASSOC PPTYS INCCBLReal Estate0.71%146,507-16,960-10.38%$5,630,264
DENISON MINES CORPDNNEnergy0.34%750,442-86,874-10.38%$2,649,060
AMYLYX PHARMACEUTICALS INCAMLXHealthcare0.25%142,336-175,342-55.19%$1,978,470
PORCH GROUP INCPRCHTechnology0.23%257,041-29,756-10.38%$1,842,984
NEXGEN ENERGY LTDNXEEnergy0.20%136,819-15,838-10.37%$1,587,100
REDWIRE CORPORATIONRDWIndustrials0.18%163,002-18,870-10.38%$1,385,517
PAYONEER GLOBAL INCPAYOTechnology0.14%223,855--$1,081,220