Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DEEPWATER ASSET MANAGEMENT, LLC (CIK 1964171) reported $157.8M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RDDT ($8.8M, 5.61%), STRL ($8.4M, 5.34%), NU ($7.6M, 4.79%), CRDO ($6.9M, 4.37%), UBER ($6.2M, 3.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RDDT | REDDIT INC | $8.8M | 5.61% | 65,719 | Trimmed |
| 2 | STRL | STERLING INFRASTRUCTURE INC | $8.4M | 5.34% | 20,695 | Added |
| 3 | NU | NU HLDGS LTD | $7.6M | 4.79% | 526,566 | Trimmed |
| 4 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $6.9M | 4.37% | 73,433 | New |
| 5 | UBER | UBER TECHNOLOGIES INC | $6.2M | 3.95% | 86,754 | Trimmed |
| 6 | VRT | VERTIV HOLDINGS CO | $6.2M | 3.92% | 24,670 | Trimmed |
| 7 | DDOG | DATADOG INC | $6.0M | 3.82% | 51,023 | Added |
| 8 | MRVL | MARVELL TECHNOLOGY INC | $5.4M | 3.43% | 54,612 | New |
| 9 | LRCX | LAM RESEARCH CORP | $5.1M | 3.24% | 23,963 | Trimmed |
| 10 | ASML | ASML HLDG NV | $5.0M | 3.18% | 3,795 | Trimmed |
| 11 | RMBS | RAMBUS INC DEL | $5.0M | 3.16% | 58,036 | New |
| 12 | MELI | MERCADOLIBRE INC | $4.9M | 3.13% | 2,860 | Trimmed |
| 13 | COHR | COHERENT CORP | $4.8M | 3.03% | 20,053 | Trimmed |
| 14 | CCJ | CAMECO CORP | $4.7M | 3.00% | 43,568 | Trimmed |
| 15 | ISRG | INTUITIVE SURGICAL INC | $4.7M | 2.99% | 10,252 | Trimmed |
| 16 | FOUR | SHIFT4 PMTS INC | $4.7M | 2.97% | 107,110 | Trimmed |
| 17 | VST | VISTRA CORP | $4.6M | 2.95% | 30,925 | Added |
| 18 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $4.7M | 2.95% | 23,575 | Added |
| 19 | SHOP | SHOPIFY INC | $4.5M | 2.85% | 37,902 | New |
| 20 | GLBE | GLOBAL E ONLINE LTD | $4.4M | 2.82% | 144,199 | Trimmed |
| 21 | RBRK | RUBRIK INC. | $4.3M | 2.75% | 88,506 | Trimmed |
| 22 | TEAM | ATLASSIAN CORPORATION | $4.2M | 2.67% | 61,676 | Trimmed |
| 23 | SNOW | SNOWFLAKE INC | $4.2M | 2.64% | 27,674 | Added |
| 24 | AVAV | AEROVIRONMENT INC | $4.1M | 2.63% | 22,640 | Trimmed |
| 25 | MRCY | MERCURY SYS INC | $4.1M | 2.62% | 56,624 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31