DEEPWATER ASSET MANAGEMENT, LLC - Q4 2022 holdings

$176 Million is the total value of DEEPWATER ASSET MANAGEMENT, LLC's 25 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .

 Value Shares↓ Weighting
No holdings reported for quarter Q4 2022
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-02-03
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
META PLATFORMS INC4Q3 20236.0%
CROWDSTRIKE HLDGS INC4Q3 20235.8%
BLOCK INC4Q3 20235.5%
ALIGN TECHNOLOGY INC4Q3 20235.3%
RH4Q3 20235.3%
LULULEMON ATHLETICA INC4Q3 20235.2%
FIVE BELOW INC4Q3 20235.1%
PROGYNY INC4Q3 20235.2%
ZILLOW GROUP INC4Q3 20235.0%
ALPHABET INC4Q3 20235.0%

View DEEPWATER ASSET MANAGEMENT, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-17
13F-HR2023-10-26
13F-HR2023-07-18
13F-HR2023-05-02
13F-HR2023-02-03

View DEEPWATER ASSET MANAGEMENT, LLC's complete filings history.

Export DEEPWATER ASSET MANAGEMENT, LLC's holdings