DEEPWATER ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ACVA | 1.04M | $10.31M |
 | NU | 892K | $14.28M |
 | FWRG | 725K | $11.33M |
 | CWAN | 681K | $12.27M |
 | GLBE | 354K | $12.68M |
 | BROS | 234K | $12.24M |
 | FRPT | 190K | $10.49M |
 | FOUR | 164K | $12.73M |
 | RBRK | 152K | $12.51M |
 | UBER | 141K | $13.84M |
 | VRT | 94K | $14.19M |
 | MU | 84K | $14.05M |
 | WDAY | 53K | $12.82M |
 | PINS | 28K | $891.01K |
 | META | 20K | $14.34M |
 | APP | 19K | $13.92M |
 | ASML | 13K | $12.74M |
 | ANET | 13K | $1.89M |
 | CVNA | 13K | $4.86M |
 | NVDA | 11K | $1.99M |
ACV Auctions Inc.
ACVA
Shares Held
1.04M
Value
$10.31M
Nu Holdings Ltd.
NU
Shares Held
892K
Value
$14.28M
First Watch Restaurant Group, Inc.
FWRG
Shares Held
725K
Value
$11.33M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
681K
Value
$12.27M
Global-e Online Ltd.
GLBE
Shares Held
354K
Value
$12.68M
Dutch Bros Inc.
BROS
Shares Held
234K
Value
$12.24M
Freshpet, Inc.
FRPT
Shares Held
190K
Value
$10.49M
Shift4 Payments, Inc.
FOUR
Shares Held
164K
Value
$12.73M
Rubrik, Inc.
RBRK
Shares Held
152K
Value
$12.51M
Uber Technologies, Inc.
UBER
Shares Held
141K
Value
$13.84M
Vertiv Holdings Co
VRT
Shares Held
94K
Value
$14.19M
Micron Technology, Inc.
MU
Shares Held
84K
Value
$14.05M
Workday, Inc.
WDAY
Shares Held
53K
Value
$12.82M
Pinterest, Inc.
PINS
Shares Held
28K
Value
$891.01K
Meta Platforms, Inc.
META
Shares Held
20K
Value
$14.34M
AppLovin Corporation
APP
Shares Held
19K
Value
$13.92M
ASML Holding N.V.
ASML
Shares Held
13K
Value
$12.74M
Arista Networks, Inc.
ANET
Shares Held
13K
Value
$1.89M
Carvana Co.
CVNA
Shares Held
13K
Value
$4.86M
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$1.99M