DeepCurrents Investment Group LLC 13F Holdings · Q2 2026
DeepCurrents Investment Group LLC reported 95 securities worth $3.30B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IDCC (4.64%), APLD (4.22%), RGEN (2.93%). Among its top 25 positions this quarter: 4 new, 14 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IDCC | INTERDIGITAL INC | $153.2M | 4.64% | 0 | Hold |
| 2 | APLD | APPLIED DIGITAL CORP | $139.2M | 4.22% | 0 | New |
| 3 | RGEN | REPLIGEN CORP | $96.8M | 2.93% | 0 | Hold |
| 4 | MKSI | MKS INC. | $91.6M | 2.77% | 0 | Added |
| 5 | SNOW | SNOWFLAKE INC | $91.6M | 2.77% | 0 | Added |
| 6 | BBIO | BRIDGEBIO PHARMA INC | $89.7M | 2.72% | 0 | Added |
| 7 | NET | CLOUDFLARE INC | $89.6M | 2.71% | 0 | Trimmed |
| 8 | DKNGW | DRAFTKINGS INC NEW | $80.2M | 2.43% | 0 | Added |
| 9 | ALHC | ALIGNMENT HEALTHCARE INC | $78.7M | 2.38% | 0 | Added |
| 10 | TDOC | TELADOC HEALTH INC | $71.0M | 2.15% | 0 | Added |
| 11 | XMTR | XOMETRY INC | $70.1M | 2.12% | 0 | New |
| 12 | WK | WORKIVA INC | $66.3M | 2.01% | 0 | Hold |
| 13 | UPWK | UPWORK INC | $62.8M | 1.90% | 0 | Added |
| 14 | LNTH | LANTHEUS HLDGS INC | $60.1M | 1.82% | 0 | Added |
| 15 | TMDX | TRANSMEDICS GROUP INC | $58.8M | 1.78% | 0 | Added |
| 16 | CHEF | CHEFS WHSE INC | $52.8M | 1.60% | 0 | Hold |
| 17 | SEDG | SOLAREDGE TECHNOLOGIES INC | $51.5M | 1.56% | 0 | Added |
| 18 | ETSY | ETSY INC | $51.1M | 1.55% | 0 | Added |
| 19 | STRK | STRATEGY INC | $50.8M | 1.54% | 0 | Hold |
| 20 | GH | GUARDANT HEALTH INC | $50.1M | 1.52% | 0 | New |
| 21 | GLD | SPDR GOLD TR | $49.8M | 1.51% | 6,609 | Added |
| 22 | RIVN | RIVIAN AUTOMOTIVE INC | $48.7M | 1.48% | 0 | Added |
| 23 | ON | ON SEMICONDUCTOR CORP | $45.8M | 1.39% | 0 | New |
| 24 | IRTC | IRHYTHM HOLDINGS INC | $42.5M | 1.29% | 0 | Added |
| 25 | SE | SEA LTD | $42.1M | 1.28% | 0 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR