DEEPWATER ASSET MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 998K | $16.70M |
 | FWRG | 576K | $8.69M |
 | CFLT | 410K | $12.41M |
 | GLBE | 392K | $15.41M |
 | FOUR | 206K | $12.99M |
 | UBER | 182K | $14.84M |
 | BROS | 179K | $10.96M |
 | RBRK | 164K | $12.52M |
 | FRPT | 159K | $9.68M |
 | GTLB | 124K | $4.66M |
 | TEAM | 91K | $14.78M |
 | RBLX | 83K | $6.71M |
 | RDDT | 70K | $16.13M |
 | MRCY | 67K | $4.93M |
 | CCJ | 53K | $4.88M |
 | ALAB | 51K | $8.56M |
 | WDAY | 43K | $9.34M |
 | NTRA | 40K | $9.08M |
 | VRT | 35K | $5.60M |
 | DDOG | 31K | $4.28M |
Nu Holdings Ltd.
NU
Shares Held
998K
Value
$16.70M
First Watch Restaurant Group, Inc.
FWRG
Shares Held
576K
Value
$8.69M
Confluent, Inc.
CFLT
Shares Held
410K
Value
$12.41M
Global-e Online Ltd.
GLBE
Shares Held
392K
Value
$15.41M
Shift4 Payments, Inc.
FOUR
Shares Held
206K
Value
$12.99M
Uber Technologies, Inc.
UBER
Shares Held
182K
Value
$14.84M
Dutch Bros Inc.
BROS
Shares Held
179K
Value
$10.96M
Rubrik, Inc.
RBRK
Shares Held
164K
Value
$12.52M
Freshpet, Inc.
FRPT
Shares Held
159K
Value
$9.68M
GitLab Inc.
GTLB
Shares Held
124K
Value
$4.66M
Atlassian Corporation
TEAM
Shares Held
91K
Value
$14.78M
Roblox Corporation
RBLX
Shares Held
83K
Value
$6.71M
Reddit, Inc.
RDDT
Shares Held
70K
Value
$16.13M
Mercury Systems, Inc.
MRCY
Shares Held
67K
Value
$4.93M
Cameco Corporation
CCJ
Shares Held
53K
Value
$4.88M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
51K
Value
$8.56M
Workday, Inc.
WDAY
Shares Held
43K
Value
$9.34M
Natera, Inc.
NTRA
Shares Held
40K
Value
$9.08M
Vertiv Holdings Co
VRT
Shares Held
35K
Value
$5.60M
Datadog, Inc.
DDOG
Shares Held
31K
Value
$4.28M