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Alpha Wave Global, LP
Alpha Wave Global, LP is a diversified, global alternative asset manager founded in 2012. Headquartered in New York, Alpha Wave manages approximately $17 billion across multiple investment strategies with a focus on private equity and an expanding private credit platform. The firm is led by Rick Gerson, Navroz Udwadia, and Ryan Khoury, with additional offices in Miami, London, Abu Dhabi, Tel Aviv, Jakarta, Sydney, and Bangalore. Alpha Wave serves institutional and sophisticated investors and employs approximately 75 professionals.
Investment Strategy
Alpha Wave Global invests globally with three core verticals: private equity, private credit, and public markets. In private markets, the firm targets best-in-class growth-stage companies and aims to be long-term partners to founders and management. Its credit business focuses on generating current income through private, senior secured, floating rate loans to companies seeking capital solutions. The public markets strategy seeks to deliver uncorrelated return streams through investments in special situations and differentiated opportunities. Alpha Wave adopts a value-oriented and opportunistic investment philosophy, often taking a flexible, long-term approach to maximize asset value and create market opportunities, sometimes foregoing short-term gains for long-term growth.
Latest 13F Filing Activity
Alpha Wave Global, LP filed their most recent 13F report on Jun 30, 2025 disclosing 31 equity positions with a total 13F market value of $928M. The fund increased holdings in Qxo Inc., Walgreens Boots Alliance Inc., Boeing Co. among other positions. Alpha Wave Global, LP reduced exposure to Lantheus HLDGS Inc., Alight Inc., Colombier Acquisition Corp. I among others.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QXO | QXO INC | 56.60% | $525.4M | 24,390,244 | $21.54 | $21.54 | +$525.4M |
L LENZ | LENZ THERAPEUTICS INC | 11.41% | $105.9M | 3,612,211 | $21.01 | $29.31 | +$13.0M |
M MTSR | METSERA INC | 7.31% | $67.8M | 2,384,050 | $27.22 | $28.45 | +$2.9M |
W WBA | WALGREENS BOOTS ALLIANCE INC | 3.38% | $31.4M | 2,733,255 | $11.48 | $11.48 | +$31.4M |
W WWD | WOODWARD INC | 2.87% | $26.6M | 108,613 | $181.97 | $245.09 | +$13.9M |
Industry Allocation
Investment Team (11)
| Name | Role | Location | |
|---|---|---|---|
 | Head Trader | Stamford, CT , United States | |
 | Investment Analyst | Miami, FL , United States | |
K Kristine Zhuang | ESG Analyst | New York, NY , United States | |
 | Investment Analyst | New York, NY , United States | |
 | Senior Associate | New York, NY , United States | |
 | Associate | New York, NY , United States | |
 | Trader | New York, NY , United States | |
 | Analyst | San Francisco, CA , United States | |
 | Investment Analyst | United States | |
N Neil Udassi | Analyst | New York, NY , United States |
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