Some record dates are in the future and are excluded from the latest observation date.

Person

Gene Munster

Featured portfolio

Deepwater Asset Management — latest disclosed US 13F book.

Quarter: Q2 2026
Positions: 35
Portfolio value: $220,205,754

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Linked portfolios

Each portfolio is a separate legal or operational book — we keep them distinct so unlike disclosures are never summed together.

Deepwater Asset Management

Manager

Deepwater Asset Management

Adviser-level US 13F filing

Quarter: Q1 2026
Value: $157.8M

Featured portfolio