Jonah Lupton @JonahLupton · 19 Jun 2026
Every couple of months I post our top positions at @FirstWaveFund and since we sent our May investor letter a few days ago I don’t mind sharing those positions... here are the top 12 in alphabetical order: AAOI, ALAB, APP, CRDO, HIMS, HROW, IREN, MELI, MU, NBIS, RDDT, TMDX All
2 172 515Views
710Likes
246Reposts
78Replies
6Quotes
787Bookmarks
Is that a lot?
227×vs this author's median9 560 views is typical
94Percentile for this authorof 18 recent posts
354×vs 100K–1M median6 139 views is typical
3.9× audienceReachviews ÷ followers
0.05%Engagement rateof viewers reacted