Quarter snapshot

Deepwater Asset Management

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	CRWV	SOLD	—	—	—
≡	TOST	SOLD	—	—	—
≡	PCOR	SOLD	—	—	—
≡	NVDA	SOLD	—	—	—
≡	AMZN	SOLD	—	—	—
≡	FOUR	SOLD	—	—	—
≡	COHR	SOLD	—	—	—
≡	UBER	SOLD	—	—	—
≡	AVGO	−16%	0.63%	3,668	$1,385,587
≡	AAPL		0.71%	5,409	$1,565,148
≡	SNPS		0.72%	3,551	$1,583,995
≡	NET	−11%	0.74%	6,625	$1,624,980
≡	DASH	Newly reported	0.76%	9,025	$1,665,383
≡	GOOGL	−8%	0.76%	4,754	$1,679,731
≡	MU	−53%	0.85%	1,629	$1,880,338
≡	TSM	−7%	0.87%	4,025	$1,922,219
≡	ASML	−72%	0.95%	1,053	$2,094,880
≡	TEAM	+12%	2.45%	69,319	$5,392,325
≡	RMBS	−23%	2.69%	44,634	$5,924,717
≡	AVAV	+62%	2.75%	36,742	$6,065,002
≡	STRL	−63%	2.9%	7,607	$6,385,012
≡	ISRG	+58%	2.93%	16,209	$6,445,995
≡	CCJ	+48%	2.98%	64,357	$6,555,404
≡	TWLO	Newly reported	2.99%	31,926	$6,587,292
≡	RDDT	−40%	3.13%	39,653	$6,882,968
≡	MRVL	−57%	3.18%	23,492	$6,998,032
≡	MELI	+47%	3.24%	4,208	$7,142,617
≡	SNOW	+2%	3.26%	28,221	$7,182,245
≡	VST	+49%	3.33%	46,192	$7,327,437
≡	GLBE	+46%	3.33%	211,067	$7,330,357
≡	MRCY	+8%	3.4%	61,166	$7,482,437
≡	VRT	−9%	3.43%	22,576	$7,558,896
≡	RBRK	+7%	3.45%	94,601	$7,594,568
≡	NU	+11%	3.55%	584,989	$7,815,453
≡	TTWO	+35%	3.62%	31,925	$7,980,612
≡	SHOP	+99%	3.92%	75,511	$8,621,846
≡	APP	+79%	4.09%	17,474	$9,003,129
≡	LRCX	−13%	4.12%	20,915	$9,063,097
≡	BB	Newly reported	4.2%	730,450	$9,240,193
≡	DDOG	−29%	4.29%	36,316	$9,455,233
≡	AXON	+98%	4.57%	17,933	$10,053,419
≡	CRDO	−40%	5.47%	44,316	$12,051,736
≡	RBLX	Newly reported	5.75%	232,870	$12,663,471

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