StockDriftsStockDriftsTop 39 Deepwater Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RDDT | REDDIT INC | 5.61% | 65.7K | $8.8M | -6.32%(-4.43K) | $229.93(-32.02%) | 2026-03-31 | |
| STRL | STERLING INFRASTRUCTURE INC | 5.34% | 20.7K | $8.4M | +36.78%(+5.57K) | $332.04(+167.75%) | 2026-03-31 | |
| NU | NU HLDGS LTD | 4.79% | 526.6K | $7.6M | -47.23%(-471.32K) | $8.06(+60.41%) | 2026-03-31 | |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 4.37% | 73.4K | $6.9M | new | $118.88(+55.23%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 3.95% | 86.8K | $6.2M | -52.22%(-94.81K) | $94.35(-20.84%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 3.92% | 24.7K | $6.2M | -28.58%(-9.87K) | $83.88(+348.52%) | 2026-03-31 | |
| DDOG | DATADOG INC | 3.82% | 51.0K | $6.0M | +62.20%(+19.57K) | $134.53(+50.78%) | 2026-03-31 | |
| MRVL | MARVELL TECHNOLOGY INC | 3.43% | 54.6K | $5.4M | new | $92.02(+98.42%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 3.24% | 24.0K | $5.1M | -19.65%(-5.86K) | $152.54(+96.11%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 3.18% | 3.8K | $5.0M | -12.36%(-535) | $781.26(+102.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.75% | +84.95% |
| Top 20 Holdings Unweighted | +21.20% | +78.04% |
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