# DeepCurrents Investment Group LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1754535. Source: https://holderbook.com/funds/1754535-deepcurrents-investment-group-llc/

- Reported value: $3.3B
- Positions: 138
- Weight of the ten largest: 29.7%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| INTERDIGITAL INC | - | $153.2M | 41,800,000 | 4.6% | 3 |
| APPLIED DIGITAL CORP | - | $139.2M | 35,000,000 | 4.2% | 1 |
| REPLIGEN CORP | - | $96.8M | 94,439,000 | 2.9% | 7 |
| MKS INC. | - | $91.6M | 31,035,000 | 2.8% | 2 |
| SNOWFLAKE INC | - | $91.6M | 55,000,000 | 2.8% | 2 |
| BRIDGEBIO PHARMA INC | - | $89.7M | 50,245,000 | 2.7% | 2 |
| CLOUDFLARE INC | - | $89.6M | 69,601,000 | 2.7% | 8 |
| DRAFTKINGS INC NEW | - | $80.2M | 85,982,000 | 2.4% | 12 |
| ALIGNMENT HEALTHCARE INC | - | $78.7M | 45,750,000 | 2.4% | 3 |
| TELADOC HEALTH INC | - | $71.0M | 73,000,000 | 2.2% | 4 |
| XOMETRY INC | - | $70.1M | 31,500,000 | 2.1% | 1 |
| WORKIVA INC | - | $66.3M | 70,700,000 | 2.0% | 6 |
| UPWORK INC | - | $62.8M | 63,286,000 | 1.9% | 3 |
| LANTHEUS HLDGS INC | - | $60.1M | 41,000,000 | 1.8% | 6 |
| TRANSMEDICS GROUP INC | - | $58.8M | 54,174,000 | 1.8% | 9 |
| CHEFS WHSE INC | - | $52.8M | 23,673,000 | 1.6% | 4 |
| SOLAREDGE TECHNOLOGIES INC | - | $51.5M | 26,734,000 | 1.6% | 2 |
| ETSY INC | - | $51.1M | 50,248,000 | 1.5% | 7 |
| STRATEGY INC | - | $50.8M | 49,655,000 | 1.5% | 4 |
| GUARDANT HEALTH INC | - | $50.1M | 40,285,000 | 1.5% | 1 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $49.8M | 5,309 | 1.5% | 2 |
| RIVIAN AUTOMOTIVE INC | - | $48.7M | 45,529,000 | 1.5% | 4 |
| ON SEMICONDUCTOR CORP | - | $45.8M | 25,150,000 | 1.4% | 1 |
| IRHYTHM HOLDINGS INC | - | $42.5M | 38,500,000 | 1.3% | 3 |
| SEA LTD | - | $42.1M | 42,500,000 | 1.3% | 7 |
| BILL HOLDINGS INC | - | $41.9M | 48,400,000 | 1.3% | 2 |
| GAMESTOP CORP | - | $41.4M | 40,480,000 | 1.3% | 1 |
| AMPHASTAR PHARMACEUTICALS IN | - | $41.0M | 45,016,000 | 1.2% | 1 |
| RAPID7 INC | - | $40.9M | 42,500,000 | 1.2% | 5 |
| LITHIUM ARGENTINA AG | - | $40.0M | 40,538,000 | 1.2% | 12 |
| STRIDE INC | - | $39.0M | 23,098,000 | 1.2% | 7 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $38.7M | 0 | 1.2% | 7 |
| MAKEMYTRIP LIMITED MAURITIUS | - | $37.7M | 24,676,000 | 1.1% | 6 |
| JOBY AVIATION INC | - | $36.0M | 39,500,000 | 1.1% | 2 |
| SHAKE SHACK INC | - | $35.5M | 38,269,000 | 1.1% | 16 |
| RIOT PLATFORMS INC | - | $35.1M | 17,413,000 | 1.1% | 1 |
| UGI CORP NEW | - | $33.5M | 25,000,000 | 1.0% | 1 |
| SHIFT4 PMTS INC | - | $30.4M | 31,842,000 | 0.9% | 2 |
| HERBALIFE LTD | - | $30.0M | 25,948,000 | 0.9% | 3 |
| WOLFSPEED INC | - | $29.6M | 7,530,000 | 0.9% | 3 |
| ALNYLAM PHARMACEUTICALS INC | - | $28.9M | 24,000,000 | 0.9% | 2 |
| DEXCOM INC | - | $28.7M | 30,750,000 | 0.9% | 9 |
| MARA HOLDINGS INC | - | $28.7M | 28,500,000 | 0.9% | 1 |
| NUTANIX INC | - | $27.3M | 24,171,000 | 0.8% | 3 |
| SITIME CORP | - | $26.1M | 23,500,000 | 0.8% | 1 |
| PTC THERAPEUTICS INC | - | $25.5M | 16,343,000 | 0.8% | 12 |
| REDFIN CORP | - | $25.1M | 26,000,000 | 0.8% | 8 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $23.9M | 50,000 | 0.7% | 1 |
| ENOVIS CORPORATION | - | $23.5M | 24,500,000 | 0.7% | 5 |
| ARROWHEAD PHARMACEUTICALS IN | - | $22.8M | 19,000,000 | 0.7% | 1 |
| TETRA TECH INC NEW | - | $22.5M | 21,360,000 | 0.7% | 3 |
| EVOLENT HEALTH INC | - | $22.4M | 29,987,000 | 0.7% | 4 |
| FASTLY INC | - | $22.2M | 15,250,000 | 0.7% | 2 |
| BLACKLINE INC | - | $21.7M | 23,612,000 | 0.7% | 3 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $21.6M | 0 | 0.7% | 2 |
| THE REALREAL INC | - | $20.8M | 14,768,000 | 0.6% | 2 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $19.7M | 0 | 0.6% | 1 |
| JAZZ PHARMACEUTICALS PLC | [JAZZ](https://holderbook.com/stocks/JAZZ/) | $19.3M | 79,900 | 0.6% | 6 |
| CARVANA CO | [CVNA](https://holderbook.com/stocks/CVNA/) | $19.1M | 0 | 0.6% | 1 |
| OMEROS CORP | - | $18.4M | 9,864,000 | 0.6% | 5 |
| IREN LIMITED | [IREN](https://holderbook.com/stocks/IREN/) | $18.3M | 0 | 0.6% | 1 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $17.5M | 64,746 | 0.5% | 4 |
| TANDEM DIABETES CARE INC | - | $16.9M | 17,804,000 | 0.5% | 3 |
| NIO INC | - | $16.7M | 16,732,000 | 0.5% | 8 |
| ISHARES ETHEREUM TR | [ETHA](https://holderbook.com/stocks/ETHA/) | $16.2M | 0 | 0.5% | 3 |
| SAREPTA THERAPEUTICS INC | - | $16.1M | 17,245,000 | 0.5% | 1 |
| BITDEER TECHNOLOGIES GROUP | [BTDR](https://holderbook.com/stocks/BTDR/) | $15.1M | 0 | 0.5% | 1 |
| PAGERDUTY INC | - | $15.0M | 16,000,000 | 0.5% | 2 |
| SPDR SERIES TRUST | [XBI](https://holderbook.com/stocks/XBI/) | $13.8M | 0 | 0.4% | 3 |
| TILRAY BRANDS INC | - | $13.1M | 13,050,000 | 0.4% | 11 |
| FLUENCE ENERGY INC | - | $12.9M | 10,000,000 | 0.4% | 3 |
| VIRIDIAN THERAPEUTICS INC | - | $12.8M | 11,960,000 | 0.4% | 1 |
| PAGAYA U S HLDG CO LLC | - | $12.7M | 8,000,000 | 0.4% | 3 |
| COINBASE GLOBAL INC | - | $12.6M | 14,000,000 | 0.4% | 5 |
| SUPER MICRO COMPUTER INC | - | $12.4M | 13,500,000 | 0.4% | 4 |
| ECHOSTAR CORP | [ECHO](https://holderbook.com/stocks/ECHO/) | $12.2M | 0 | 0.4% | 4 |
| SPDR SERIES TRUST | [KRE](https://holderbook.com/stocks/KRE/) | $11.2M | 0 | 0.3% | 1 |
| GALAXY DIGITAL INC. | [GLXY](https://holderbook.com/stocks/GLXY/) | $10.9M | 0 | 0.3% | 1 |
| AST SPACEMOBILE INC | [ASTS](https://holderbook.com/stocks/ASTS/) | $10.7M | 0 | 0.3% | 1 |
| EQT CORP | [EQT](https://holderbook.com/stocks/EQT/) | $10.6M | 0 | 0.3% | 1 |
| AEVA TECHNOLOGIES INC | [AEVA](https://holderbook.com/stocks/AEVA/) | $10.4M | 0 | 0.3% | 1 |
| DEVON ENERGY CORP NEW | [DVN](https://holderbook.com/stocks/DVN/) | $10.3M | 0 | 0.3% | 1 |
| CIPHER DIGITAL INC | [CIFR](https://holderbook.com/stocks/CIFR/) | $9.8M | 0 | 0.3% | 1 |
| KRANESHARES TRUST | [KWEB](https://holderbook.com/stocks/KWEB/) | $9.8M | 0 | 0.3% | 4 |
| BIOMARIN PHARMACEUTICAL INC | - | $9.7M | 10,000,000 | 0.3% | 2 |
| ANTERO RESOURCES CORP | [AR](https://holderbook.com/stocks/AR/) | $9.3M | 0 | 0.3% | 1 |
| PAR TECHNOLOGY CORP | - | $9.3M | 9,758,000 | 0.3% | 4 |
| VNET GROUP INC | - | $8.7M | 7,500,000 | 0.3% | 1 |
| TRAVERE THERAPEUTICS INC | - | $8.6M | 7,300,000 | 0.3% | 1 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $8.3M | 27,185 | 0.3% | 1 |
| MACOM TECH SOLUTIONS HLDGS I | - | $8.1M | 3,500,000 | 0.2% | 1 |
| GROUPON INC | - | $7.9M | 6,996,000 | 0.2% | 7 |
| ALPHATEC HLDGS INC | - | $7.4M | 7,433,000 | 0.2% | 15 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $7.1M | 0 | 0.2% | 2 |
| HIMS & HERS HEALTH INC | [HIMS](https://holderbook.com/stocks/HIMS/) | $6.9M | 0 | 0.2% | 1 |
| SPDR INDEX SHS FDS | [FEZ](https://holderbook.com/stocks/FEZ/) | $6.9M | 0 | 0.2% | 2 |
| NEWS CORP NEW | [NWSA](https://holderbook.com/stocks/NWSA/) | $6.1M | 243,695 | 0.2% | 4 |
| GOSSAMER BIO INC | [GOSS](https://holderbook.com/stocks/GOSS/) | $6.0M | 37,665,073 | 0.2% | 1 |
| ALKAMI TECHNOLOGY INC | - | $5.9M | 6,100,000 | 0.2% | 2 |
| PEABODY ENGR CORP | - | $5.6M | 4,170,000 | 0.2% | 6 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $3.3B | 138 |
| Q1 2026 | $3.1B | 136 |
| Q4 2025 | $3.1B | 141 |
| Q3 2025 | $3.9B | 145 |
| Q2 2025 | $3.0B | 152 |
| Q1 2025 | $3.3B | 166 |
| Q4 2024 | $3.2B | 153 |
| Q3 2024 | $3.3B | 160 |
| Q2 2024 | $2.5B | 133 |
| Q1 2024 | $2.6B | 159 |
| Q4 2023 | $2.8B | 147 |
| Q3 2023 | $2.3B | 193 |