DEEPWATER ASSET MANAGEMENT, LLC — 13F holdings

DEEPWATER ASSET MANAGEMENT, LLC reported 35 holdings worth $220M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. RBLX ROBLOX CORP — $12.7M (5.8%)
2. CRDO CREDO TECHNOLOGY GROUP HOLDI — $12.1M (5.5%)
3. AXON AXON ENTERPRISE INC — $10.1M (4.6%)
4. DDOG DATADOG INC — $9.46M (4.3%)
5. BB BLACKBERRY LTD — $9.24M (4.2%)
6. LRCX LAM RESEARCH CORP — $9.06M (4.1%)
7. APP APPLOVIN CORP — $9.00M (4.1%)
8. SHOP SHOPIFY INC — $8.62M (3.9%)
9. TTWO TAKE-TWO INTERACTIVE SOFTWAR — $7.98M (3.6%)
10. NU NU HLDGS LTD — $7.82M (3.5%)