Red Wave Investments LLC Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$336.2B

Holdings

113

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (113 positions)

#StockSharesValue% PortfolioType
101
RTXRTX CORPORATION
1,190$218.0M0.06%
102
COFCAPITAL ONE FINL CORP
887$214.0M0.06%
103
GPIGROUP 1 AUTOMOTIVE INC
545$214.0M0.06%
104
MMM3M CO
1,335$213.0M0.06%
105
CVXCHEVRON CORP NEW
1,385$211.0M0.06%
106
LRCXLAM RESEARCH CORP
1,235$211.0M0.06%
107
PANWPALO ALTO NETWORKS INC
1,150$211.0M0.06%
108
MCOMOODYS CORP
412$210.0M0.06%
109
BSXBOSTON SCIENTIFIC CORP
2,197$209.0M0.06%
110
ORCLORACLE CORP
1,077$209.0M0.06%
111
TMOTHERMO FISHER SCIENTIFIC INC
359$208.0M0.06%
112
AMGNAMGEN INC
622$203.0M0.06%
113
QSIQUANTUM SI INC
37,000$40.0M0.01%
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