The Analysis of DEEPWATER ASSET MANAGEMENT, LLC's Holdings
Currently, DEEPWATER ASSET MANAGEMENT, LLC holds 46 types of securities in its portfolio with a total value $343.3M. In the most recent quarter, they have increased their positions in RDDT (+70.2K shares, valued at $16.1M), N/A (+91.2K shares, valued at $14.8M), ISRG (+25.2K shares, valued at $14.3M); decreased their positions in MU (-76.8K shares, valued at $21.9M), VRT (-59.5K shares, valued at $9.6M), ASML (-8.8K shares, valued at $9.4M); initiated new positions in RDDT (+70.2K shares, valued at $16.1M), N/A (+91.2K shares, valued at $14.8M), ISRG (+25.2K shares, valued at $14.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NU NU HLDGS LTD997.9K shares11.88%2025-12-312026-02-11
APP APPLOVIN CORP24.7K shares27.55%2025-12-312026-02-11 RDDT REDDIT INC70.2K sharesnew addition2025-12-312026-02-11 MELI MERCADOLIBRE INC7.8K shares38.64%2025-12-312026-02-11 GLBE GLOBAL E ONLINE LTD392.1K shares10.61%2025-12-312026-02-11 UBER UBER TECHNOLOGIES INC181.6K shares28.56%2025-12-312026-02-11 ISRG INTUITIVE SURGICAL INC25.2K sharesnew addition2025-12-312026-02-11 FOUR SHIFT4 PMTS INC206.2K shares25.37%2025-12-312026-02-11 RBRK RUBRIK INC.163.7K shares7.63%2025-12-312026-02-11 CFLT CONFLUENT INC410.2K sharesnew addition2025-12-312026-02-11 CVNA CARVANA CO26.9K shares108.61%2025-12-312026-02-11 META META PLATFORMS INC16.7K shares-14.62%2025-12-312026-02-11 BROS DUTCH BROS INC179.1K shares-23.41%2025-12-312026-02-11 FRPT FRESHPET INC158.8K shares-16.56%2025-12-312026-02-11 WDAY WORKDAY INC43.5K shares-18.32%2025-12-312026-02-11 NTRA NATERA INC39.6K sharesnew addition2025-12-312026-02-11 FWRG FIRST WATCH RESTAURANT GROUP576.2K shares-20.50%2025-12-312026-02-11 ALAB ASTERA LABS INC51.4K sharesnew addition2025-12-312026-02-11 AVAV AEROVIRONMENT INC28.9K sharesnew addition2025-12-312026-02-11 RBLX ROBLOX CORP82.8K sharesnew addition2025-12-312026-02-11 FSLR FIRST SOLAR INC25.1K shares494.98%2025-12-312026-02-11 VRT VERTIV HOLDINGS CO34.5K shares-63.28%2025-12-312026-02-11 TTWO TAKE-TWO INTERACTIVE SOFTWAR19.6K shares446.08%2025-12-312026-02-11 AXON AXON ENTERPRISE INC8.8K sharesnew addition2025-12-312026-02-11 MRCY MERCURY SYS INC67.5K sharesnew addition2025-12-312026-02-11 CCJ CAMECO CORP53.4K sharesnew addition2025-12-312026-02-11 COHERENT CORP COHERENT CORP26.1K sharesnew addition2025-12-312026-02-11 SNOW SNOWFLAKE INC21.5K sharesnew addition2025-12-312026-02-11 VST VISTRA CORP29.2K sharesnew addition2025-12-312026-02-11 LNG CHENIERE ENERGY INC24.2K sharesnew addition2025-12-312026-02-11 GTLB GITLAB INC124.2K sharesnew addition2025-12-312026-02-11 STRL STERLING INFRASTRUCTURE INC15.1K sharesnew addition2025-12-312026-02-11 ASML ASML HOLDING N V4.3K shares-67.09%2025-12-312026-02-11 DDOG DATADOG INC31.5K sharesnew addition2025-12-312026-02-11 MU MICRON TECHNOLOGY INC7.2K shares-91.42%2025-12-312026-02-11 TSM TAIWAN SEMICONDUCTOR MFG LTD5.8K shares-13.22%2025-12-312026-02-11 NVDA NVIDIA CORPORATION9.2K shares-13.58%2025-12-312026-02-11 SNPS SYNOPSYS INC3.6K shares86.60%2025-12-312026-02-11 ALPHABET INC ALPHABET INC5.2K shares20.81%2025-12-312026-02-11 SE SEA LTD12.2K shares139.68%2025-12-312026-02-11 BROADCOM INC BROADCOM INC4.3K shares-21.77%2025-12-312026-02-11 AAPL APPLE INC3.6K shares0.00%2025-12-312026-02-11 CRWV COREWEAVE INC11.0K sharesnew addition2025-12-312026-02-11 AMZN AMAZON COM INC3.1K sharesnew addition2025-12-312026-02-11 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available