DEEPWATER ASSET MANAGEMENT, LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location minneapolis, MNCIK 0001964171Alternate names Loup Funds, LLCAll SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
31 | $251.26M | META, NU, VRT, MU | 13F-HR | Nov 12, 2025 | 000117266125004714 | ||
20 | $252.63M | VRT, TSM, MU, META | 13F-HR | Aug 14, 2025 | 000117266125003342 | ||
21 | $236.32M | TSM, NVDA, MU, MELI | 13F-HR | May 13, 2025 | 000117266125001747 | ||
23 | $306.42M | ACVA, TSM, FOUR, ONTO | 13F-HR | Jan 24, 2025 | 000117266125000349 | ||
23 | $284.80M | FOUR, MU, ANET, META | 13F-HR | Oct 24, 2024 | 000117266124004346 | ||
23 | $275.33M | FOUR, NU, NTNX, ANET | 13F-HR | Aug 13, 2024 | 000117266124003327 | ||
26 | $265.47M | XYZ, NU, RH, PGNY | 13F-HR | Apr 18, 2024 | 000117266124001902 | ||
29 | $252.10M | XYZ, CRWD, NU, AFW | 13F-HR | Jan 17, 2024 | 000117266124000258 | ||
31 | $217.91M | NU, CRWD, META, CPNG | 13F-HR | Oct 26, 2023 | 000117266123003507 | ||
31 | $235.33M | XYZ, CPNG, NU, CRWD | 13F-HR | Jul 18, 2023 | 000117266123002529 | ||
27 | $210.86M | META, CRWD, KMX, EVBG | 13F-HR | May 2, 2023 | 000117266123001777 | ||
25 | $176.38M | META, AYX, XYZ, AFW | 13F-HR | Feb 3, 2023 | 000117266123000426 |