Stock Taper 
DEEPWATER ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 BlackBerry Limited | BB | 730.45K | $9.24M |
 Nu Holdings Ltd. | NU | 584.99K | $7.82M |
 Roblox Corporation | RBLX | 232.87K | $12.66M |
 Global-e Online Ltd. | GLBE | 211.07K | $7.33M |
 Rubrik, Inc. | RBRK | 94.6K | $7.59M |
 Shopify Inc. | SHOP | 75.51K | $8.62M |
 Atlassian Corporation | TEAM | 69.32K | $5.39M |
 Cameco Corporation | CCJ | 64.36K | $6.56M |
 Mercury Systems, Inc. | MRCY | 61.17K | $7.48M |
 Vistra Corp. | VST | 46.19K | $7.33M |
 Rambus Inc. | RMBS | 44.63K | $5.92M |
 Credo Technology Group Holding Ltd | CRDO | 44.32K | $12.05M |
 Reddit, Inc. | RDDT | 39.65K | $6.88M |
 AeroVironment, Inc. | AVAV | 36.74K | $6.07M |
 Datadog, Inc. | DDOG | 36.32K | $9.46M |
 Twilio Inc. | TWLO | 31.93K | $6.59M |
 Take-Two Interactive Software, Inc. | TTWO | 31.93K | $7.98M |
 Snowflake Inc. | SNOW | 28.22K | $7.18M |
 Marvell Technology, Inc. | MRVL | 23.49K | $7M |
 Vertiv Holdings Co | VRT | 22.58K | $7.56M |