DEEPWATER ASSET MANAGEMENT, LLC

Q2 2025 13F Holdings

  • Location
    minneapolis, MN
  • Num holdings

    20

  • Value ($000)

    $252,626

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001964171
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VRT
VRT

VERTIV HOLDINGS CO

COM CL A
92537N108
$17.07M
7 %

132,925

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$16.49M
7 %

72,806

MU
MU

MICRON TECHNOLOGY INC

COM
595112103
$16.15M
6 %

131,022

META
META

META PLATFORMS INC

CL A
30303M102
$15.58M
6 %

21,109

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$15.56M
6 %

98,482

CFLT 0 01/15/27
CFLT 0 01/15/27

CONFLUENT INC

NOTE 1/1
20717MAB9
$15.42M
6 %

618,539

AVGO
AVGO

BROADCOM INC

COM
11135F101
$15.30M
6 %

55,503

NU
NU

NU HLDGS LTD

ORD SHS CL A
G6683N103
$15.17M
6 %

1,105,675

---

ASML HOLDING N V

N Y REGISTRY SHS
N07059210
$15.13M
6 %

18,878

ANET
ANET

ARISTA NETWORKS INC

COM SHS
040413205
$15.02M
6 %

146,811

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