DEEPWATER ASSET MANAGEMENT, LLC
Q4 2025 13F Holdings
- Locationminneapolis, MN
- Num holdings
46
- Value ($000)
$343,312
- Date Filed02/11/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NU HLDGS LTD | ORD SHS CL A | G6683N103 | $16.7M | 5 % | 997,890 | ||
APPLOVIN CORP | COM CL A | 03831W108 | $16.65M | 5 % | 24,707 | ||
REDDIT INC | CL A | 75734B100 | $16.13M | 5 % | 70,153 | ||
MERCADOLIBRE INC | COM | 58733R102 | $15.64M | 5 % | 7,765 | ||
GLOBAL E ONLINE LTD | SHS | M5216V106 | $15.41M | 5 % | 392,063 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | $14.84M | 4 % | 181,566 | ||
ATLASSIAN CORPORATION | CL A | 049468101 | $14.78M | 4 % | 91,162 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | $14.28M | 4 % | 25,210 | ||
SHIFT4 PMTS INC | CL A | 82452J109 | $12.99M | 4 % | 206,217 | ||
RUBRIK INC. | CL A | 781154109 | $12.52M | 4 % | 163,700 |
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