DEEPWATER ASSET MANAGEMENT, LLC
Q4 2024 13F Holdings
- Locationminneapolis, MN
- Num holdings
23
- Value ($000)
$306,420
- Date Filed01/24/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ACVA ACV AUCTIONS INC | COM CL A | 00091G104 | $16.39M | 5 % | 758,892 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $16.30M | 5 % | 82,554 | ||
FOUR SHIFT4 PMTS INC | CL A | 82452J109 | $16.01M | 5 % | 154,302 | ||
ONTO ONTO INNOVATION INC | COM | 683344105 | $15.89M | 5 % | 95,325 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $15.81M | 5 % | 117,713 | ||
ARISTA NETWORKS INC | COM SHS | 040413205 | $15.69M | 5 % | 141,930 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | $15.68M | 5 % | 22,625 | ||
AVGO BROADCOM INC | COM | 11135F101 | $15.61M | 5 % | 67,315 | ||
NU NU HLDGS LTD | ORD SHS CL A | G6683N103 | $15.58M | 5 % | 1,504,169 | ||
APPF APPFOLIO INC | COM CL A | 03783C100 | $15.48M | 5 % | 62,756 |
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