Stock Taper 
DEEPWATER ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 1.05K | $2.09M |
 Micron Technology, Inc. | MU | 1.63K | $1.88M |
 Synopsys, Inc. | SNPS | 3.55K | $1.58M |
 Broadcom Inc. | AVGO | 3.67K | $1.39M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 4.03K | $1.92M |
 MercadoLibre, Inc. | MELI | 4.21K | $7.14M |
 Alphabet Inc. | GOOG | 4.75K | $1.68M |
 Apple Inc. | AAPL | 5.41K | $1.57M |
 Cloudflare, Inc. | NET | 6.63K | $1.62M |
 Sterling Infrastructure, Inc. | STRL | 7.61K | $6.39M |
 DoorDash, Inc. | DASH | 9.03K | $1.67M |
 Intuitive Surgical, Inc. | ISRG | 16.21K | $6.45M |
 AppLovin Corporation | APP | 17.47K | $9M |
 Axon Enterprise, Inc. | AXON | 17.93K | $10.05M |
 Lam Research Corporation | LRCX | 20.91K | $9.06M |
 Vertiv Holdings Co | VRT | 22.58K | $7.56M |
 Marvell Technology, Inc. | MRVL | 23.49K | $7M |
 Snowflake Inc. | SNOW | 28.22K | $7.18M |
 Take-Two Interactive Software, Inc. | TTWO | 31.93K | $7.98M |
 Twilio Inc. | TWLO | 31.93K | $6.59M |