DeepCurrents Investment Group LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
DeepCurrents Investment Group LLC disclosed 99 US equity positions worth $2.4bn in its Q1 2026 13F filing. The largest position was IDCC at 6.7% of the reported book, followed by RGEN and NET.
What did DeepCurrents Investment Group LLC own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | IDCC INTERDIGITAL INC | Technology | 6.7% | $163.4m | 41,800,000 | – | |
| 2 | RGEN REPLIGEN CORP | 3.8% | $91.9m | 94,439,000 | – | ||
| 3 | NET CLOUDFLARE INC | Technology | 3.4% | $82.8m | 70,101,000 | – | |
| 4 | ASND ASCENDIS PHARMA A/S | 3.0% | $73.3m | 49,894,000 | – | ||
| 5 | DRAFTKINGS INC NEW | 2.9% | $69.7m | 77,164,000 | – | ||
| 6 | WK WORKIVA INC | 2.7% | $66.2m | 70,700,000 | – | ||
| 7 | COIN COINBASE GLOBAL INC | Financial Services | 2.4% | $58.4m | 58,884,000 | – | |
| 8 | STRATEGY INC | 2.2% | $54.6m | 49,655,000 | – | ||
| 9 | TDOC TELADOC HEALTH INC | Healthcare | 2.2% | $52.7m | 55,000,000 | – | |
| 10 | UPWK UPWORK INC | 2.2% | $52.4m | 53,286,000 | – | ||
| 11 | PEABODY ENGR CORP | 2.1% | $50.9m | 27,800,000 | – | ||
| 12 | SNOW SNOWFLAKE INC | Technology | 2.0% | $49.6m | 42,000,000 | – | |
| 13 | CNMD CONMED CORP | 2.0% | $49.5m | 50,952,000 | – | ||
| 14 | APELLIS PHARMACEUTICALS INC | 1.9% | $47.2m | 44,494,000 | – | ||
| 15 | CALY CALLAWAY GOLF CO | 1.9% | $45.8m | 45,783,000 | – | ||
| 16 | MKSI MKS INC. | Technology | 1.8% | $44.8m | 27,035,000 | – | |
| 17 | SE SEA LTD | Consumer Cyclical | 1.7% | $41.6m | 42,500,000 | – | |
| 18 | RIVIAN AUTOMOTIVE INC | 1.7% | $41.2m | 43,029,000 | – | ||
| 19 | RAPID7 INC | 1.7% | $40.3m | 42,500,000 | – | ||
| 20 | ETSY ETSY INC | Consumer Cyclical | 1.7% | $40.2m | 40,948,000 | – | |
| 21 | ALIGNMENT HEALTHCARE INC | 1.6% | $39.8m | 28,250,000 | – | ||
| 22 | LRN STRIDE INC | Consumer Defensive | 1.6% | $39.8m | 23,000,000 | – | |
| 23 | TRANSMEDICS GROUP INC | 1.6% | $39.8m | 30,824,000 | – | ||
| 24 | IRTC IRHYTHM HOLDINGS INC | 1.6% | $37.9m | 34,500,000 | – | ||
| 25 | LANTHEUS HLDGS INC | 1.5% | $37.1m | 30,500,000 | – | ||
| 26 | SHAK SHAKE SHACK INC | 1.5% | $36.4m | 38,269,000 | – | ||
| 27 | CHEFS WHSE INC | 1.4% | $34.9m | 23,673,000 | – | ||
| 28 | JOBY JOBY AVIATION INC | 1.4% | $33.0m | 38,500,000 | – | ||
| 29 | DEXCOM INC | 1.4% | $33.0m | 35,750,000 | – | ||
| 30 | QTWO Q2 HLDGS INC | 1.3% | $32.3m | 32,500,000 | – | ||
| 31 | OMEROS CORP | 1.3% | $31.9m | 15,864,000 | – | ||
| 32 | ALNY ALNYLAM PHARMACEUTICALS INC | 1.3% | $30.9m | 24,000,000 | – | ||
| 33 | HERBALIFE LTD | 1.3% | $30.9m | 25,948,000 | – | ||
| 34 | MAKEMYTRIP LIMITED MAURITIUS | 1.2% | $28.9m | 24,676,000 | – | ||
| 35 | FASTLY INC | 1.2% | $28.1m | 15,000,000 | – | ||
| 36 | AFRM AFFIRM HLDGS INC | 1.1% | $27.3m | 28,167,000 | – | ||
| 37 | LI AUTO INC | 1.1% | $26.0m | 26,015,000 | – | ||
| 38 | TETRA TECH INC NEW | 1.1% | $25.6m | 24,360,000 | – | ||
| 39 | TILRAY BRANDS INC | 1.0% | $25.4m | 25,050,000 | – | ||
| 40 | PROGRESS SOFTWARE CORP | 1.0% | $25.2m | 25,275,000 | – | ||
| 41 | IRONWOOD PHARMACEUTICALS INC | 1.0% | $25.1m | 25,500,000 | – | ||
| 42 | REDFIN CORP | 1.0% | $24.8m | 26,000,000 | – | ||
| 43 | PTC THERAPEUTICS INC | 1.0% | $24.6m | 18,401,000 | – | ||
| 44 | ENOVIS CORPORATION | 1.0% | $23.8m | 24,500,000 | – | ||
| 45 | W WAYFAIR INC | 1.0% | $23.4m | 17,320,000 | – | ||
| 46 | LITHIUM ARGENTINA AG | 0.8% | $20.7m | 21,655,000 | – | ||
| 47 | TNDM TANDEM DIABETES CARE INC | 0.8% | $19.7m | 19,304,000 | – | ||
| 48 | BILL BILL HOLDINGS INC | Technology | 0.8% | $19.5m | 21,900,000 | – | |
| 49 | THE REALREAL INC | 0.7% | $17.8m | 14,768,000 | – | ||
| 50 | BENTLEY SYS INC | 0.7% | $17.6m | 18,500,000 | – |
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.