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Andrew Murphy

Deepwater Asset Management, Llc

Assets Managed
$157.846M
Holdings
39
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
-54.02%(2Q avg: -8.69%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Deepwater Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of Deepwater Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 157.846M in assets, with a quarterly growth rate of -54.02% and a 2-quarter average growth rate of -8.69%. The portfolio is managed by Andrew Murphy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
RDDT
Reddit Inc-cl A
Recent Activity
Decreased -6.32%
5.61%
$8.849M
65,719 shares@ $134.65 avg price
STRL
Sterling Infrastructure Inc
Recent Activity
Increased 36.79%
5.34%
$8.428M
20,695 shares@ $407.28 avg price
NU
Nu Holdings Ltd Cayman Isl-a
Recent Activity
Decreased -47.23%
4.8%
$7.567M
526,566 shares@ $14.37 avg price
CRDO
Credo Technology Group Holdi
Recent Activity
New Position
4.37%
$6.893M
73,433 shares@ $93.87 avg price
UBER
Uber Technologies Inc
Recent Activity
Decreased -52.21%
3.96%
$6.24M
86,754 shares@ $71.93 avg price
VRT
Vertiv Holdings Co-a
Recent Activity
Decreased -28.58%
3.92%
$6.182M
24,670 shares@ $250.58 avg price
DDOG
Datadog Inc - Class A
Recent Activity
Increased 62.2%
3.82%
$6.023M
51,023 shares@ $118.05 avg price
MRVL
Marvell Technology Inc
Recent Activity
New Position
3.43%
$5.409M
54,612 shares@ $99.06 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -19.64%
3.25%
$5.12M
23,963 shares@ $213.67 avg price
ASML
Asml Holding Nv-ny Reg Shs
Recent Activity
Decreased -12.35%
3.18%
$5.013M
3,795 shares@ $1320.84 avg price

1-10 of 39