DeepCurrents Investment Group LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
DeepCurrents Investment Group LLC disclosed 108 US equity positions worth $3.1bn in its Q3 2025 13F filing. The largest position was BLOOM ENERGY CORP at 7.5% of the reported book, followed by SE and NOVA LTD. Against the Q2 2025 filing, it opened 6 new positions, added to 19 and reduced 8 among the top 50 holdings.
What did DeepCurrents Investment Group LLC own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BLOOM ENERGY CORP | 7.5% | $229.1m | 50,576,000 | 78% | added | |
| 2 | SE SEA LTD | 5.5% | $168.4m | 85,206,000 | 0% | held | |
| 3 | NOVA LTD | 4.8% | $147.9m | 34,500,000 | 0% | held | |
| 4 | LRN STRIDE INC | 3.5% | $108.2m | 38,300,000 | 187% | added | |
| 5 | IONIS PHARMACEUTICALS INC | 2.8% | $86.7m | 70,427,000 | 17% | added | |
| 6 | SPOTIFY USA INC | 2.8% | $86.5m | 63,128,000 | 115% | added | |
| 7 | STRATEGY INC | 2.8% | $86.5m | 45,655,000 | – | new | |
| 8 | SHIFT4 PMTS INC | 2.7% | $83.3m | 80,933,000 | 4% | added | |
| 9 | DEXCOM INC | 2.7% | $82.7m | 83,213,000 | 3% | added | |
| 10 | NET CLOUDFLARE INC | 2.5% | $75.4m | 60,601,000 | 4% | added | |
| 11 | NVCR NOVOCURE LTD | 2.3% | $69.1m | 69,468,000 | 0% | held | |
| 12 | MAKEMYTRIP LIMITED MAURITIUS | 2.0% | $60.1m | 24,676,000 | 266% | added | |
| 13 | DRAFTKINGS INC NEW | 1.8% | $56.1m | 62,164,000 | 99% | added | |
| 14 | WK WORKIVA INC | 1.8% | $55.9m | 56,500,000 | 290% | added | |
| 15 | HALO HALOZYME THERAPEUTICS INC | 1.7% | $51.6m | 45,017,000 | – | new | |
| 16 | TDOC TELADOC HEALTH INC | 1.7% | $51.5m | 55,000,000 | – | new | |
| 17 | CNMD CONMED CORP | 1.6% | $48.5m | 50,952,000 | 82% | added | |
| 18 | FIVERR INTL LTD | 1.5% | $47.2m | 47,447,000 | 10% | added | |
| 19 | APELLIS PHARMACEUTICALS INC | 1.5% | $45.9m | 44,194,000 | 0% | held | |
| 20 | TRANSMEDICS GROUP INC | 1.4% | $43.8m | 30,824,000 | 0% | held | |
| 21 | BENTLEY SYS INC | 1.4% | $43.7m | 44,334,000 | -13% | reduced | |
| 22 | ETSY ETSY INC | 1.4% | $42.6m | 40,948,000 | 645% | added | |
| 23 | PEABODY ENGR CORP | 1.4% | $41.8m | 27,800,000 | 0% | held | |
| 24 | IMAX CORP | 1.4% | $41.4m | 35,000,000 | – | new | |
| 25 | SE SEA LTD | 1.3% | $40.8m | 42,500,000 | 0% | held | |
| 26 | RAPID7 INC | 1.3% | $40.0m | 42,500,000 | 35% | added | |
| 27 | COIN COINBASE GLOBAL INC | 1.2% | $37.7m | 33,884,000 | -27% | reduced | |
| 28 | SHAK SHAKE SHACK INC | 1.2% | $36.1m | 38,269,000 | 35% | added | |
| 29 | PORCH GROUP INC | 1.2% | $36.1m | 24,100,000 | 0% | held | |
| 30 | ASND ASCENDIS PHARMA A/S | 1.2% | $35.4m | 25,894,000 | 86% | added | |
| 31 | DEXCOM INC | 1.1% | $34.9m | 38,250,000 | 0% | held | |
| 32 | GUESS INC | 1.1% | $33.0m | 33,249,000 | 0% | held | |
| 33 | CHEFS WHSE INC | 1.1% | $32.1m | 22,173,000 | – | new | |
| 34 | LANTHEUS HLDGS INC | 1.0% | $32.1m | 30,500,000 | 20% | added | |
| 35 | DAYFORCE INC | 1.0% | $31.1m | 31,745,000 | -37% | reduced | |
| 36 | Q2 HLDGS INC | 1.0% | $31.1m | 31,402,000 | 71% | added | |
| 37 | STRATEGY INC | 1.0% | $30.7m | 13,700,000 | -7% | reduced | |
| 38 | ENPHASE ENERGY INC | 1.0% | $30.7m | 31,422,000 | 47% | added | |
| 39 | PAR TECHNOLOGY CORP | 1.0% | $29.9m | 31,000,000 | – | new | |
| 40 | TILRAY BRANDS INC | 0.9% | $28.0m | 25,050,000 | -9% | reduced | |
| 41 | PTC THERAPEUTICS INC | 0.9% | $27.5m | 21,401,000 | -32% | reduced | |
| 42 | MAGNITE INC | 0.9% | $27.3m | 28,000,000 | 0% | held | |
| 43 | AFRM AFFIRM HLDGS INC | 0.9% | $26.9m | 28,167,000 | 0% | held | |
| 44 | GOPRO INC | 0.8% | $25.0m | 25,110,000 | -17% | reduced | |
| 45 | IRONWOOD PHARMACEUTICALS INC | 0.8% | $24.4m | 27,000,000 | 0% | held | |
| 46 | REDFIN CORP | 0.8% | $24.1m | 26,000,000 | -21% | reduced | |
| 47 | MITEK SYS INC | 0.8% | $23.3m | 23,755,000 | 0% | held | |
| 48 | BENTLEY SYS INC | 0.8% | $23.1m | 24,500,000 | 0% | held | |
| 49 | NIO INC | 0.7% | $22.6m | 21,482,000 | 0% | held | |
| 50 | TRIPADVISOR INC | 0.7% | $22.4m | 23,000,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.