Holdings
Watershed Asset Management, L.L.C.
As of Jun 30, 2026, Watershed Asset Management, L.L.C. reported 109 positions worth US$93M. Largest: Visa Inc., Thermo Fisher Scientific Inc and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Visa Inc. | 15,600 | US$5.35M | +1,550 | Jun 30, 2026 |
| Thermo Fisher Scientific Inc | 9,150 | US$4.59M | +2,150 | Jun 30, 2026 |
| Amazon.com, Inc. | 18,800 | US$4.48M | +4,200 | Jun 30, 2026 |
| Moody's Corporation | 9,250 | US$4.19M | +2,250 | Jun 30, 2026 |
| Meta Platforms, Inc. | 6,387 | US$3.6M | +1,300 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 7,400 | US$3.53M | new | Jun 30, 2026 |
| Applied Materials, Inc. | 3,750 | US$2.71M | −4,750 | Jun 30, 2026 |
| Repligen Corporation | 18,800 | US$2.57M | new | Jun 30, 2026 |
| Doordash, Inc. | 13,100 | US$2.42M | new | Jun 30, 2026 |
| Analog Devices, Inc. | 6,000 | US$2.38M | new | Jun 30, 2026 |