DEEPWATER ASSET MANAGEMENT, LLC - Portfolio Stock Holdings

DEEPWATER ASSET MANAGEMENT, LLC disclosed 43 stock positions in a recent SEC 13F filing. $206,041,394 of stock holdings were filed, with the largest holdings including CRDO, DDOG, and CBRS. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $566,534,308 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.