DEEPWATER ASSET MANAGEMENT, LLC
Top Portfolio Positions
38 positions ·
$156,367,380 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| RDDT |
Reddit, Inc.
Communication Services
|
65,719 | $8,849,063 | 5.66% |
| STRL |
Sterling Infrastructure, Inc.
Industrials
|
20,695 | $8,428,452 | 5.39% |
| NU |
Nu Holdings Ltd.
Financial Services
|
526,566 | $7,566,753 | 4.84% |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
73,433 | $6,893,155 | 4.41% |
| UBER |
Uber Technologies, Inc
Technology
|
86,754 | $6,240,215 | 3.99% |
| VRT |
Vertiv Holdings Co
Industrials
|
24,670 | $6,181,808 | 3.95% |
| DDOG |
Datadog, Inc.
Technology
|
51,023 | $6,023,265 | 3.85% |
| MRVL |
Marvell Technology, Inc.
Technology
|
54,612 | $5,409,318 | 3.46% |
| LRCX |
Lam Research Corp
Technology
|
23,963 | $5,119,934 | 3.27% |
| ASML |
Asml Holding Nv
Technology
|
3,795 | $5,012,549 | 3.21% |
Portfolio Trend
Holdings in GLBE
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,448,539 | 144,199 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,411,996 | 392,063 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,675,060 | 354,448 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,008,656 | 387,855 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,493,114 | 350,438 | Shares | Sole | 2025-05-13 | |
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