DEEPWATER ASSET MANAGEMENT, LLC

Position in AVAV — AeroVironment Inc

CIK 1964171 Minneapolis, MN

Position in AVAV

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$6,065,001

+$1,920,749 QoQ

Shares Held

36,742

+62.3% QoQ

Ownership

0.073%

of shares outstanding

% of Portfolio

2.75%

of 13F equity value

Holder Rank

#96

of 610 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

DEEPWATER ASSET MANAGEMENT, LLC holds $23,600,856 across 3 Aerospace & Defense names. AVAV ranks #3 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXON	Axon Enterprise, Inc.	17,933	$10,053,419
2	MRCY	Mercury Systems Inc	61,166	$7,482,436
3	AVAV	AeroVironment Inc This page	36,742	$6,065,001

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,065,001	36,742	+62.3%	Shares	Sole	2026-08-06
2026-03-31	$4,144,252	22,640	-21.6%	Shares	Sole	2026-05-14
2025-12-31	$6,986,992	28,885	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.