Notify me when DEEPWATER ASSET MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 46 | $343,312,068 | +$178,318,558 | -$80,593,692 | +$97,724,866 | NU, APP, RDDT, MELI, GLBE | 13F-HR | 11 Feb 2026, 11:09 |
| Q3 2025 | 31 | $238,598,015 | +$94,950,426 | -$112,301,121 | -$17,350,695 | META, NU, VRT, MU, APP | 13F-HR | 12 Nov 2025, 12:59 |
| Q2 2025 | 20 | $237,205,464 | +$12,446,730 | -$48,535,588 | -$36,088,858 | VRT, TSM, MU, META, NVDA | 13F-HR | 14 Aug 2025, 10:49 |
| Q1 2025 | 21 | $223,957,991 | +$23,686,864 | -$59,732,502 | -$36,045,638 | TSM, NVDA, MU, MELI, META | 13F-HR | 13 May 2025, 12:07 |
| Q4 2024 | 23 | $306,419,594 | +$78,486,153 | -$74,946,268 | +$3,539,885 | ACVA, TSM, FOUR, ONTO, NVDA | 13F-HR | 24 Jan 2025, 14:41 |
| Q3 2024 | 23 | $284,794,100 | +$37,049,539 | -$27,974,227 | +$9,075,312 | FOUR, MU, ANET, META, VRT | 13F-HR | 24 Oct 2024, 13:37 |
| Q2 2024 | 23 | $275,328,669 | +$104,542,454 | -$98,697,345 | +$5,845,109 | FOUR, NU, NTNX, ANET, META | 13F-HR | 13 Aug 2024, 16:59 |
| Q1 2024 | 26 | $265,473,278 | +$33,674,353 | -$44,800,592 | -$11,126,239 | SQ, NU, RH, PGNY, META | 13F-HR | 18 Apr 2024, 16:18 |
| Q4 2023 | 29 | $252,102,628 | +$31,311,706 | -$38,480,234 | -$7,168,528 | SQ, CRWD, NU, ALGN, FIVE | 13F-HR | 17 Jan 2024, 16:52 |
| Q3 2023 | 31 | $217,906,138 | +$47,587,169 | -$47,531,924 | +$55,245 | NU, CRWD, META, CPNG, MELI | 13F-HR | 26 Oct 2023, 17:03 |
| Q2 2023 | 31 | $235,326,247 | +$41,673,517 | -$47,129,964 | -$5,456,447 | SQ, CPNG, NU, CRWD, META | 13F-HR | 18 Jul 2023, 17:09 |
| Q1 2023 | 27 | $210,855,490 | +$56,534,304 | -$52,324,253 | +$4,210,051 | META, CRWD, KMX, EVBG, WDAY | 13F-HR | 02 May 2023, 09:04 |
| Q4 2022 | 25 | $176,383,895 | $0 | $0 | $0 | META, AYX, SQ, ALGN, LULU | 13F-HR | 03 Feb 2023, 13:03 |