DEEPWATER ASSET MANAGEMENT, LLC
Q3 2025 13F Holdings
- Locationminneapolis, MN
- Num holdings
31
- Value ($000)
$251,263
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001964171
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
META META PLATFORMS INC | CL A | 30303M102 | $14.34 M | 6 % | 19,530 | ||
NU NU HLDGS LTD | ORD SHS CL A | G6683N103 | $14.28 M | 6 % | 891,896 | ||
VRT VERTIV HOLDINGS CO | COM CL A | 92537N108 | $14.19 M | 6 % | 94,078 | ||
MU MICRON TECHNOLOGY INC | COM | 595112103 | $14.05 M | 6 % | 83,977 | ||
APP APPLOVIN CORP | COM CL A | 03831W108 | $13.92 M | 6 % | 19,370 | ||
UBER UBER TECHNOLOGIES INC | COM | 90353T100 | $13.84 M | 6 % | 141,229 | ||
MELI MERCADOLIBRE INC | COM | 58733R102 | $13.09 M | 5 % | 5,601 | ||
WDAY WORKDAY INC | CL A | 98138H101 | $12.82 M | 5 % | 53,236 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | $12.74 M | 5 % | 13,159 | ||
FOUR SHIFT4 PMTS INC | CL A | 82452J109 | $12.73 M | 5 % | 164,482 |
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