Holdings
Deepwater Asset Management, LLC
As of Jun 30, 2026, Deepwater Asset Management, LLC reported 34 positions worth US$213M. Largest: Roblox Corporation, Credo Technology Group Holding Ltd and Axon Enterprise, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Roblox Corporation | 233K | US$12.7M | new | Jun 30, 2026 |
| Credo Technology Group Holding Ltd | 44,316 | US$12.1M | −29,117 | Jun 30, 2026 |
| Axon Enterprise, Inc. | 17,933 | US$10.1M | +8,882 | Jun 30, 2026 |
| Datadog, Inc. | 36,316 | US$9.46M | −14,707 | Jun 30, 2026 |
| Blackberry Limited | 730K | US$9.24M | new | Jun 30, 2026 |
| Lam Research Corporation | 20,915 | US$9.06M | −3,048 | Jun 30, 2026 |
| Applovin Corporation | 17,474 | US$9M | +7,691 | Jun 30, 2026 |
| Shopify Inc. | 75,511 | US$8.62M | +37,609 | Jun 30, 2026 |
| Take-two Interactive Software, Inc. | 31,925 | US$7.98M | +8,350 | Jun 30, 2026 |
| Nu Holdings Ltd. | 585K | US$7.82M | +58,423 | Jun 30, 2026 |