44 is the total number of securities DEEPWATER ASSET MANAGEMENT, LLC has owned. The longest DEEPWATER ASSET MANAGEMENT, LLC has owned a single stock is 4 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| FB | META PLATFORMS INC | 4 | 4 | 5.32% | 5.63% | 5.97% | Q4 2022 | Q3 2023 | 4 |
| CRWD | CROWDSTRIKE HLDGS INC | 4 | 4 | 5.03% | 5.45% | 5.83% | Q4 2022 | Q3 2023 | 4 |
| SQ | BLOCK INC | 4 | 4 | 5.02% | 5.28% | 5.55% | Q4 2022 | Q3 2023 | 4 |
| ALGN | ALIGN TECHNOLOGY INC | 4 | 4 | 4.68% | 5.06% | 5.34% | Q4 2022 | Q3 2023 | 4 |
| RH | RH | 4 | 4 | 4.78% | 4.98% | 5.32% | Q4 2022 | Q3 2023 | 4 |
| LULU | LULULEMON ATHLETICA INC | 4 | 4 | 4.79% | 4.96% | 5.21% | Q4 2022 | Q3 2023 | 4 |
| FIVE | FIVE BELOW INC | 4 | 4 | 4.75% | 4.91% | 5.06% | Q4 2022 | Q3 2023 | 4 |
| PGNY | PROGYNY INC | 4 | 4 | 4.59% | 4.88% | 5.20% | Q4 2022 | Q3 2023 | 4 |
| Z | ZILLOW GROUP INC | 4 | 4 | 4.47% | 4.72% | 4.96% | Q4 2022 | Q3 2023 | 4 |
| GOOG | ALPHABET INC | 4 | 4 | 4.16% | 4.59% | 5.00% | Q4 2022 | Q3 2023 | 4 |
| EVBG | EVERBRIDGE INC | 4 | 4 | 1.72% | 4.13% | 5.33% | Q4 2022 | Q3 2023 | 4 |
| TTWO | TAKE-TWO INTERACTIVE S... | 4 | 4 | 0.66% | 0.73% | 0.80% | Q4 2022 | Q3 2023 | 4 |
| GOOGL | ALPHABET INC | 4 | 4 | 0.48% | 0.57% | 0.66% | Q4 2022 | Q3 2023 | 4 |
| PLTR | PALANTIR TECHNOLOGIES INC | 4 | 4 | 0.13% | 0.23% | 0.30% | Q4 2022 | Q3 2023 | 4 |
| FTCH | FARFETCH LTD | 4 | 4 | 0.03% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
| NU HLDGS LTD | 3 | 3 | 5.10% | 5.50% | 5.84% | Q1 2023 | Q3 2023 | 3 | |
| KMX | CARMAX INC | 3 | 3 | 4.98% | 5.16% | 5.40% | Q4 2022 | Q2 2023 | 3 |
| WDAY | WORKDAY INC | 3 | 3 | 4.76% | 4.94% | 5.28% | Q4 2022 | Q2 2023 | 3 |
| ACVA | ACV AUCTIONS INC | 3 | 3 | 4.55% | 4.91% | 5.23% | Q1 2023 | Q3 2023 | 3 |
| ESTC | ELASTIC N V | 3 | 3 | 4.46% | 4.70% | 4.94% | Q4 2022 | Q2 2023 | 3 |
| FRPT | FRESHPET INC | 3 | 3 | 2.92% | 4.28% | 5.07% | Q1 2023 | Q3 2023 | 3 |
| CPNG | COUPANG INC | 3 | 3 | 1.90% | 4.24% | 5.54% | Q1 2023 | Q3 2023 | 3 |
| UBER | UBER TECHNOLOGIES INC | 3 | 3 | 0.23% | 0.28% | 0.32% | Q1 2023 | Q3 2023 | 3 |
| ATVI | ACTIVISION BLIZZARD INC | 3 | 3 | 0.19% | 0.21% | 0.23% | Q1 2023 | Q3 2023 | 3 |
| AYX | ALTERYX INC | 2 | 2 | 4.94% | 5.18% | 5.41% | Q4 2022 | Q1 2023 | 2 |
| ETSY | ETSY INC | 2 | 2 | 4.97% | 5.07% | 5.17% | Q2 2023 | Q3 2023 | 2 |
| FOUR | SHIFT4 PMTS INC | 2 | 2 | 1.93% | 3.43% | 4.93% | Q2 2023 | Q3 2023 | 2 |
| EB | EVENTBRITE INC | 2 | 2 | 0.29% | 1.28% | 2.26% | Q2 2023 | Q3 2023 | 2 |
| RSP | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.49% | 0.62% | 0.74% | Q2 2023 | Q3 2023 | 2 |
| IWM | ISHARES TR | 2 | 2 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q3 2023 | 2 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
| MELI | MERCADOLIBRE INC | 1 | 1 | 5.21% | 5.21% | 5.21% | Q3 2023 | Q3 2023 | 1 |
| DDOG | DATADOG INC | 1 | 1 | 5.11% | 5.11% | 5.11% | Q4 2022 | Q4 2022 | 1 |
| OKTA | OKTA INC | 1 | 1 | 5.02% | 5.02% | 5.02% | Q1 2023 | Q1 2023 | 1 |
| COUP | COUPA SOFTWARE INC | 1 | 1 | 4.83% | 4.83% | 4.83% | Q4 2022 | Q4 2022 | 1 |
| XM | QUALTRICS INTL INC | 1 | 1 | 4.76% | 4.76% | 4.76% | Q4 2022 | Q4 2022 | 1 |
| ISRG | INTUITIVE SURGICAL INC | 1 | 1 | 4.74% | 4.74% | 4.74% | Q3 2023 | Q3 2023 | 1 |
| AMZN | AMAZON COM INC | 1 | 1 | 4.38% | 4.38% | 4.38% | Q4 2022 | Q4 2022 | 1 |
| CRM | SALESFORCE INC | 1 | 1 | 4.18% | 4.18% | 4.18% | Q4 2022 | Q4 2022 | 1 |
| SWAV | SHOCKWAVE MED INC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q3 2023 | Q3 2023 | 1 |
| JAMF | JAMF HLDG CORP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
| CBOE | CBOE GLOBAL MKTS INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
| PANW | PALO ALTO NETWORKS INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
| EA | ELECTRONIC ARTS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
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The securities at the top of the list , including META PLATFORMS INC, CROWDSTRIKE HLDGS INC, and BLOCK INC, are the highest-conviction holdings of DEEPWATER ASSET MANAGEMENT, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by DEEPWATER ASSET MANAGEMENT, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that DEEPWATER ASSET MANAGEMENT, LLC owns currently or has owned in the past.