SEC Form 13F

DEEPWATER ASSET MANAGEMENT, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$220,205,754
Positions35

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ROBLOX CORPRBLXCL A$12,663,471232,870
CREDO TECHNOLOGY GROUP HOLDICRDOORDINARY SHARES$12,051,73644,316
AXON ENTERPRISE INCAXONCOM$10,053,41917,933
DATADOG INCDDOGCL A COM$9,455,23336,316
BLACKBERRY LTDBBCOM$9,240,193730,450
LAM RESEARCH CORPLRCXCOM NEW$9,063,09720,915
APPLOVIN CORPAPPCOM CL A$9,003,12917,474
SHOPIFY INCSHOPCL A SUB VTG SHS$8,621,84675,511
TAKE-TWO INTERACTIVE SOFTWARTTWOCOM$7,980,61231,925
NU HLDGS LTDNUORD SHS CL A$7,815,453584,989

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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