DEEPWATER ASSET MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, DEEPWATER ASSET MANAGEMENT, LLC held in its portfolio 46 assets valued at $343,312,068 (i.e. $343.31M).
The most valuable assets in the portfolio included: NU HLDGS LTD ($16.70M), APPLOVIN CORP ($16.65M), and REDDIT INC ($16.13M).
The chart below shows the top 10 valuable assets, and the table below shows the top 46 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
DEEPWATER ASSET MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NU HLDGS LTD | 997890 | 16704679 | ORD SHS CL A |
| APPLOVIN CORP | 24707 | 16648071 | COM CL A |
| REDDIT INC | 70153 | 16126070 | CL A |
| MERCADOLIBRE INC | 7765 | 15640729 | COM |
| GLOBAL E ONLINE LTD | 392063 | 15411997 | SHS |
| UBER TECHNOLOGIES INC | 181566 | 14835758 | COM |
| ATLASSIAN CORPORATION | 91162 | 14781007 | CL A |
| INTUITIVE SURGICAL INC | 25210 | 14277936 | COM NEW |
| SHIFT4 PMTS INC | 206217 | 12985484 | CL A |
| RUBRIK INC. | 163700 | 12519776 | CL A |
| CONFLUENT INC | 410221 | 12405083 | CLASS A COM |
| CARVANA CO | 26879 | 11343476 | CL A |
| META PLATFORMS INC | 16675 | 11007001 | CL A |
| DUTCH BROS INC | 179106 | 10964869 | CL A |
| FRESHPET INC | 158792 | 9675197 | COM |
| WORKDAY INC | 43483 | 9339279 | CL A |
| NATERA INC | 39645 | 9082273 | COM |
| FIRST WATCH RESTAURANT GROUP | 576166 | 8688584 | COM |
| ASTERA LABS INC | 51428 | 8555562 | COM |
| AEROVIRONMENT INC | 28885 | 6986993 | COM |
| ROBLOX CORP | 82841 | 6712606 | CL A |
| FIRST SOLAR INC | 25126 | 6563665 | COM |
| VERTIV HOLDINGS CO | 34544 | 5596473 | COM CL A |
| LAM RESEARCH CORP | 29822 | 5104930 | COM NEW |
| TAKE-TWO INTERACTIVE SOFTWAR | 19626 | 5024845 | COM |
| AXON ENTERPRISE INC | 8774 | 4983018 | COM |
| MERCURY SYS INC | 67461 | 4925328 | COM |
| CAMECO CORP | 53390 | 4884651 | COM |
| COHERENT CORP | 26112 | 4819492 | COM |
| SNOWFLAKE INC | 21540 | 4725014 | COM SHS |
| VISTRA CORP | 29215 | 4713256 | COM |
| CHENIERE ENERGY INC | 24169 | 4698212 | COM NEW |
| GITLAB INC | 124217 | 4661864 | CLASS A COM |
| STERLING INFRASTRUCTURE INC | 15130 | 4633260 | COM |
| ASML HOLDING N V | 4330 | 4632494 | N Y REGISTRY SHS |
| DATADOG INC | 31457 | 4277837 | CL A COM |
| MICRON TECHNOLOGY INC | 7205 | 2056379 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 5801 | 1762866 | SPONSORED ADS |
| NVIDIA CORPORATION | 9202 | 1716173 | COM |
| SYNOPSYS INC | 3551 | 1667976 | COM |
| ALPHABET INC | 5155 | 1617639 | CAP STK CL C |
| SEA LTD | 12219 | 1558778 | SPONSORD ADS |
| BROADCOM INC | 4342 | 1502766 | COM |
| APPLE INC | 3605 | 980055 | COM |
| COREWEAVE INC | 11009 | 788354 | COM CL A |
| AMAZON COM INC | 3138 | 724313 | COM |
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