DEEPWATER ASSET MANAGEMENT, LLC

Est. AUM

$157.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	REDDIT INC	CL A	$8.8M	65719	5.61%	SOLE
2	STERLING INFRASTRUCTURE INC	COM	$8.4M	20695	5.34%	SOLE
3	NU HLDGS LTD	ORD SHS CL A	$7.6M	526566	4.79%	SOLE
4	CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$6.9M	73433	4.37%	SOLE
5	UBER TECHNOLOGIES INC	COM	$6.2M	86754	3.95%	SOLE
6	VERTIV HOLDINGS CO	COM CL A	$6.2M	24670	3.92%	SOLE
7	DATADOG INC	CL A COM	$6.0M	51023	3.82%	SOLE
8	MARVELL TECHNOLOGY INC	COM	$5.4M	54612	3.43%	SOLE
9	LAM RESEARCH CORP	COM NEW	$5.1M	23963	3.24%	SOLE
10	ASML HLDG NV	N Y REGISTRY SHS	$5.0M	3795	3.18%	SOLE
11	RAMBUS INC DEL	COM	$5.0M	58036	3.16%	SOLE
12	MERCADOLIBRE INC	COM	$4.9M	2860	3.13%	SOLE
13	COHERENT CORP	COM	$4.8M	20053	3.03%	SOLE
14	CAMECO CORP	COM	$4.7M	43568	3.00%	SOLE
15	INTUITIVE SURGICAL INC	COM NEW	$4.7M	10252	2.99%	SOLE
16	SHIFT4 PMTS INC	CL A	$4.7M	107110	2.97%	SOLE
17	TAKE-TWO INTERACTIVE SOFTWAR	COM	$4.7M	23575	2.95%	SOLE
18	VISTRA CORP	COM	$4.6M	30925	2.95%	SOLE
19	SHOPIFY INC	CL A SUB VTG SHS	$4.5M	37902	2.85%	SOLE
20	GLOBAL E ONLINE LTD	SHS	$4.4M	144199	2.82%	SOLE
21	RUBRIK INC.	CL A	$4.3M	88506	2.75%	SOLE
22	ATLASSIAN CORPORATION	CL A	$4.2M	61676	2.67%	SOLE
23	SNOWFLAKE INC	COM SHS	$4.2M	27674	2.64%	SOLE
24	AEROVIRONMENT INC	COM	$4.1M	22640	2.63%	SOLE
25	MERCURY SYS INC	COM	$4.1M	56624	2.62%	SOLE
26	APPLOVIN CORP	COM CL A	$3.9M	9783	2.47%	SOLE
27	AXON ENTERPRISE INC	COM	$3.8M	9051	2.44%	SOLE
28	CLOUDFLARE INC	CL A COM	$1.5M	7425	0.97%	SOLE
29	ALPHABET INC	CAP STK CL C	$1.5M	5155	0.94%	SOLE
30	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.5M	4322	0.93%	SOLE
31	AMAZON COM INC	COM	$1.4M	6951	0.92%	SOLE
32	SYNOPSYS INC	COM	$1.4M	3551	0.89%	SOLE
33	APPLE INC	COM	$1.4M	5409	0.87%	SOLE
34	NVIDIA CORPORATION	COM	$1.3M	7716	0.85%	SOLE
35	BROADCOM INC	COM	$1.3M	4342	0.85%	SOLE
36	PROCORE TECHNOLOGIES INC	COM	$1.3M	22771	0.82%	SOLE
37	TOAST INC	CL A	$1.2M	46180	0.78%	SOLE
38	COREWEAVE INC	COM CL A	$1.2M	15614	0.77%	SOLE
39	MICRON TECHNOLOGY INC	COM	$1.2M	3454	0.74%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.