DEEPWATER ASSET MANAGEMENT, LLC
Q1 2025 13F Holdings
- Locationminneapolis, MN
- Num holdings
21
- Value ($000)
$236,321
- Date Filed05/13/2025
- Form type13F-HR
- CIK0001964171
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $13.55M | 6 % | 81,632 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $13.53M | 6 % | 124,872 | ||
MU MICRON TECHNOLOGY INC | COM | 595112103 | $13.21M | 6 % | 151,979 | ||
MELI MERCADOLIBRE INC | COM | 58733R102 | $13.12M | 6 % | 6,726 | ||
META META PLATFORMS INC | CL A | 30303M102 | $13.02M | 6 % | 22,596 | ||
NU NU HLDGS LTD | ORD SHS CL A | G6683N103 | $12.90M | 6 % | 1,259,498 | ||
ACVA ACV AUCTIONS INC | COM CL A | 00091G104 | $12.89M | 6 % | 914,649 | ||
ONTO ONTO INNOVATION INC | COM | 683344105 | $12.79M | 5 % | 105,446 | ||
FOUR SHIFT4 PMTS INC | CL A | 82452J109 | $12.78M | 5 % | 156,425 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | $12.51M | 5 % | 18,878 |
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