DEEPWATER ASSET MANAGEMENT, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DA DEEPWATER ASSET MANAGEMENT, LLC | Institutional Filer | ▼ 54.02% | $157.8M | 39 |
Current Portfolio Holdings
Showing all 39 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | RDDT | Reddit, Inc. | Communication Services | 66K | $8.8M | 5.61% |
| 2 | STRL | Sterling Infrastructure, Inc. | Industrials | 21K | $8.4M | 5.34% |
| 3 | NU | Nu Holdings Ltd. | Financial Services | 527K | $7.6M | 4.79% |
| 4 | CRDO | Credo Technology Group Holding Ltd | Technology | 73K | $6.9M | 4.37% |
| 5 | UBER | Uber Technologies, Inc. | Technology | 87K | $6.2M | 3.95% |
| 6 | VRT | Vertiv Holdings Co | Industrials | 25K | $6.2M | 3.92% |
| 7 | DDOG | Datadog, Inc. | Technology | 51K | $6.0M | 3.82% |
| 8 | MRVL | Marvell Technology, Inc. | Technology | 55K | $5.4M | 3.43% |
| 9 | LRCX | Lam Research Corporation | Technology | 24K | $5.1M | 3.24% |
| 10 | ASML | ASML Holding N.V. | Technology | 4K | $5.0M | 3.18% |
| 11 | RMBS | Rambus Inc. | Technology | 58K | $5.0M | 3.16% |
| 12 | MELI | MercadoLibre, Inc. | Consumer Cyclical | 3K | $4.9M | 3.13% |
| 13 | COHR | Coherent, Inc. | Technology | 20K | $4.8M | 3.03% |
| 14 | CCJ | Cameco Corporation | Energy | 44K | $4.7M | 3.00% |
| 15 | ISRG | Intuitive Surgical, Inc. | Healthcare | 10K | $4.7M | 2.99% |
Showing 1 to 15 of 39 holdings