DEEPWATER ASSET MANAGEMENT, LLC

Q3 2025 13F Holdings

  • Location
    minneapolis, MN
  • Num holdings

    31

  • Value ($000)

    $251,263

  • Date Filed
    11/12/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
META

META PLATFORMS INC

CL A
30303M102
$14.34M
6 %

19,530

N
NU

NU HLDGS LTD

ORD SHS CL A
G6683N103
$14.28M
6 %

891,896

V
VRT

VERTIV HOLDINGS CO

COM CL A
92537N108
$14.19M
6 %

94,078

M
MU

MICRON TECHNOLOGY INC

COM
595112103
$14.05M
6 %

83,977

A
APP

APPLOVIN CORP

COM CL A
03831W108
$13.92M
6 %

19,370

U
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$13.84M
6 %

141,229

M
MELI

MERCADOLIBRE INC

COM
58733R102
$13.09M
5 %

5,601

W
WDAY

WORKDAY INC

CL A
98138H101
$12.82M
5 %

53,236

---

ASML HOLDING N V

N Y REGISTRY SHS
N07059210
$12.74M
5 %

13,159

F
FOUR

SHIFT4 PMTS INC

CL A
82452J109
$12.73M
5 %

164,482

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