DEEPWATER ASSET MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 527K | $7.57M |
 | GLBE | 144K | $4.45M |
 | FOUR | 107K | $4.68M |
 | RBRK | 89K | $4.33M |
 | UBER | 87K | $6.24M |
 | CRDO | 73K | $6.89M |
 | RDDT | 66K | $8.85M |
 | TEAM | 62K | $4.21M |
 | RMBS | 58K | $4.99M |
 | MRCY | 57K | $4.13M |
 | MRVL | 55K | $5.41M |
 | DDOG | 51K | $6.02M |
 | TOST | 46K | $1.22M |
 | CCJ | 44K | $4.73M |
 | SHOP | 38K | $4.50M |
 | VST | 31K | $4.65M |
 | SNOW | 28K | $4.17M |
 | VRT | 25K | $6.18M |
 | LRCX | 24K | $5.12M |
 | TTWO | 24K | $4.66M |
Nu Holdings Ltd.
NU
Shares Held
527K
Value
$7.57M
Global-e Online Ltd.
GLBE
Shares Held
144K
Value
$4.45M
Shift4 Payments, Inc.
FOUR
Shares Held
107K
Value
$4.68M
Rubrik, Inc.
RBRK
Shares Held
89K
Value
$4.33M
Uber Technologies, Inc.
UBER
Shares Held
87K
Value
$6.24M
Credo Technology Group Holding Ltd
CRDO
Shares Held
73K
Value
$6.89M
Reddit, Inc.
RDDT
Shares Held
66K
Value
$8.85M
Atlassian Corporation
TEAM
Shares Held
62K
Value
$4.21M
Rambus Inc.
RMBS
Shares Held
58K
Value
$4.99M
Mercury Systems, Inc.
MRCY
Shares Held
57K
Value
$4.13M
Marvell Technology, Inc.
MRVL
Shares Held
55K
Value
$5.41M
Datadog, Inc.
DDOG
Shares Held
51K
Value
$6.02M
Toast, Inc.
TOST
Shares Held
46K
Value
$1.22M
Cameco Corporation
CCJ
Shares Held
44K
Value
$4.73M
Shopify Inc.
SHOP
Shares Held
38K
Value
$4.50M
Vistra Corp.
VST
Shares Held
31K
Value
$4.65M
Snowflake Inc.
SNOW
Shares Held
28K
Value
$4.17M
Vertiv Holdings Co
VRT
Shares Held
25K
Value
$6.18M
Lam Research Corporation
LRCX
Shares Held
24K
Value
$5.12M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
24K
Value
$4.66M