account_balance
Investment manager · 13F filer · SEC CIK 1964171
Deepwater Asset Management, LLC
Reported value$206Mas of Sep 30, 2026
Positions34 8 new, 9 sold out
Top 10 weight44.5%CRDO alone is 5%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CRDOCredo Technology Group Holding Ltd
5.5%Added +31%
DDOGDatadog, Inc.
5.2%Added +7%
CBRSCerebras Systems Inc.
4.9%New
SHOPShopify Inc.
4.8%Trimmed −12%
SNPSSynopsys Inc
4.4%Added +485%
TWLOTwilio Inc
4.2%Trimmed −7%
RBRKRubrik, Inc.
4.1%Trimmed −23%
GLXYGalaxy Digital Inc.
4.0%New
MRVLMarvell Technology, Inc.
3.8%Added +27%
BBBlackberry Ltd
3.7%Added +17%
AXONAxon Enterprise, Inc.
3.7%
GLBEGlobal-E Online Ltd.
3.5%
CRDOCredo Technology Group Holding Ltd
5.5%+31%
DDOGDatadog, Inc.
5.2%
CBRSCerebras Systems Inc.
4.9%
SHOPShopify Inc.
4.8%−12%
SNPSSynopsys Inc
4.4%+485%
TWLOTwilio Inc
4.2%−7%
RBRKRubrik, Inc.
4.1%
GLXYGalaxy Digital Inc.
4.0%
MRVLMarvell Technology, Inc.
3.8%
BBBlackberry Ltd
3.7%
AXONAxon Enterprise, Inc.
3.7%
GLBEGlobal-E Online Ltd.
3.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CRDO Credo Technology Group Holding Ltd 5.5% Added +31%DDOG Datadog, Inc. 5.2% Added +7%CBRS Cerebras Systems Inc. 4.9% NewSHOP Shopify Inc. 4.8% Trimmed −12%SNPS Synopsys Inc 4.4% Added +485%TWLO Twilio Inc 4.2% Trimmed −7%RBRK Rubrik, Inc. 4.1% Trimmed −23%GLXY Galaxy Digital Inc. 4.0% NewMRVL Marvell Technology, Inc. 3.8% Added +27%BB Blackberry Ltd 3.7% Added +17%AXON Axon Enterprise, Inc. 3.7% HeldGLBE Global-E Online Ltd. 3.5% Trimmed −14%
What changed
Biggest moves since Jun 30, 2026
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