DEEPWATER ASSET MANAGEMENT, LLC: 13F holdings
CIK 19641712026Q2
| Positions | 35 |
|---|
| Reported value | $220.2m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 35 (-4 vs prior quarter) |
|---|
| Reported value | $220.2m (+39.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RBLX ROBLOX CORP | 232,870 | $12.7m | 5.8% |
| CREDO TECHNOLOGY GROUP HOLDI | 44,316 | $12.1m | 5.5% |
| AXON AXON ENTERPRISE INC | 17,933 | $10.1m | 4.6% |
| DDOG DATADOG INC | 36,316 | $9.5m | 4.3% |
| BB BLACKBERRY LTD | 730,450 | $9.2m | 4.2% |
| LRCX LAM RESEARCH CORP | 20,915 | $9.1m | 4.1% |
| APP APPLOVIN CORP | 17,474 | $9.0m | 4.1% |
| SHOP SHOPIFY INC | 75,511 | $8.6m | 3.9% |
| TTWO TAKE-TWO INTERACTIVE SOFTWAR | 31,925 | $8.0m | 3.6% |
| NU HLDGS LTD | 584,989 | $7.8m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1964171")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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