The Analysis of DEEPWATER ASSET MANAGEMENT, LLC's Holdings
Currently, DEEPWATER ASSET MANAGEMENT, LLC holds 31 types of securities in its portfolio with a total value $251.3M. In the most recent quarter, they have increased their positions in APP (+19.4K shares, valued at $13.9M), UBER (+141.2K shares, valued at $13.8M), WDAY (+53.2K shares, valued at $12.8M); decreased their positions in ANET (-133.9K shares, valued at $19.5M), TSM (-66.1K shares, valued at $18.5M), AVGO (-50.0K shares, valued at $16.5M); initiated new positions in APP (+19.4K shares, valued at $13.9M), UBER (+141.2K shares, valued at $13.8M), WDAY (+53.2K shares, valued at $12.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
META META PLATFORMS INC19.5K shares-7.48%2025-09-302025-11-12
NU NU HLDGS LTD891.9K shares-19.33%2025-09-302025-11-12 VRT VERTIV HOLDINGS CO94.1K shares-29.22%2025-09-302025-11-12 MU MICRON TECHNOLOGY INC84.0K shares-35.91%2025-09-302025-11-12 APP APPLOVIN CORP19.4K sharesnew addition2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC141.2K sharesnew addition2025-09-302025-11-12 MELI MERCADOLIBRE INC5.6K shares4.97%2025-09-302025-11-12 WDAY WORKDAY INC53.2K sharesnew addition2025-09-302025-11-12 ASML ASML HOLDING N V13.2K shares-30.29%2025-09-302025-11-12 FOUR SHIFT4 PMTS INC164.5K shares11.51%2025-09-302025-11-12 GLBE GLOBAL E ONLINE LTD354.4K shares-8.61%2025-09-302025-11-12 CONFLUENT INC CONFLUENT INC639.7K shares3.41%2025-09-302025-11-12 RBRK RUBRIK INC.152.1K sharesnew addition2025-09-302025-11-12 CWAN CLEARWATER ANALYTICS HLDGS I680.7K sharesnew addition2025-09-302025-11-12 BROS DUTCH BROS INC233.8K sharesnew addition2025-09-302025-11-12 FWRG FIRST WATCH RESTAURANT GROUP724.7K shares14.84%2025-09-302025-11-12 FRPT FRESHPET INC190.3K shares14.27%2025-09-302025-11-12 ACVA ACV AUCTIONS INC1.0M shares14.40%2025-09-302025-11-12 CVNA CARVANA CO12.9K sharesnew addition2025-09-302025-11-12 NVDA NVIDIA CORPORATION10.6K shares-89.19%2025-09-302025-11-12 ANET ARISTA NETWORKS INC12.9K shares-91.18%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD6.7K shares-90.82%2025-09-302025-11-12 AVGO BROADCOM INC5.5K shares-90.00%2025-09-302025-11-12 IYK ISHARES TR26.1K sharesnew addition2025-09-302025-11-12 GOOG ALPHABET INC4.3K sharesnew addition2025-09-302025-11-12 SNPS SYNOPSYS INC1.9K sharesnew addition2025-09-302025-11-12 FSLR FIRST SOLAR INC4.2K sharesnew addition2025-09-302025-11-12 TTWO TAKE-TWO INTERACTIVE SOFTWAR3.6K shares-51.20%2025-09-302025-11-12 AAPL APPLE INC3.6K shares0.00%2025-09-302025-11-12 SE SEA LTD5.1K sharesnew addition2025-09-302025-11-12 PINS PINTEREST INC27.7K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available