DEEPWATER ASSET MANAGEMENT, LLC
Q1 2026 13F Holdings
- Locationminneapolis, MN
- Num holdings
39
- Value ($000)
$157,846
- Date Filed 05/13/2026
- Form type13F-HR
- CIK 0001964171
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
REDDIT INC | CL A | 75734B100 | $8.85M | 6 % | 65,719 | ||
STERLING INFRASTRUCTURE INC | COM | 859241101 | $8.43M | 5 % | 20,695 | ||
NU HLDGS LTD | ORD SHS CL A | G6683N103 | $7.57M | 5 % | 526,566 | ||
CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | $6.89M | 4 % | 73,433 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | $6.24M | 4 % | 86,754 | ||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | $6.18M | 4 % | 24,670 | ||
DATADOG INC | CL A COM | 23804L103 | $6.02M | 4 % | 51,023 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | $5.41M | 3 % | 54,612 | ||
LAM RESEARCH CORP | COM NEW | 512807306 | $5.12M | 3 % | 23,963 | ||
ASML HLDG NV | N Y REGISTRY SHS | N07059210 | $5.01M | 3 % | 3,795 |
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