Deepcurrents Investment Group LLC Top Holdings and 13F Report (2025) About Deepcurrents Investment Group LLCInvestment ActivityDeepcurrents Investment Group LLC has $3.00 billion in total holdings as of June 30, 2025.Deepcurrents Investment Group LLC owns shares of 152 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 20.42% of the portfolio was purchased this quarter.About 49.96% of the portfolio was sold this quarter.This quarter, Deepcurrents Investment Group LLC has purchased 166 new stocks and bought additional shares in 34 stocks.Deepcurrents Investment Group LLC sold shares of 27 stocks and completely divested from 52 stocks this quarter.Largest Holdings SEA LTD $151,197,617NOVA LTD $127,157,286SHIFT4 PMTS INC $98,523,445DEXCOM INC $79,220,778MIDDLEBY CORP $79,174,718 Largest New Holdings this Quarter 67066G104 - NVIDIA $58,737,048 Holding464287432 - iShares 20+ Year Treasury Bond ETF $39,712,500 Holding803607AD2 - SAREPTA THERAPEUTICS INC $38,110,000 Holding733245AD6 - PORCH GROUP INC $30,207,296 Holding753422AF1 - RAPID7 INC $29,226,329 Holding Largest Purchases this Quarter NVIDIA 124,277 shares (about $58.74M)iShares 20+ Year Treasury Bond ETF 4,500 shares (about $39.71M)SAREPTA THERAPEUTICS INC 51,500,000 shares (about $38.11M)PORCH GROUP INC 24,100,000 shares (about $30.21M)RAPID7 INC 31,500,000 shares (about $29.23M) Largest Sales this Quarter MicroStrategy 7,772 shares (about $314.17M)AT&T 137,065 shares (about $219.99M)Oracle 1,614 shares (about $35.29M)SPDR S&P 500 ETF Trust 12,926 shares (about $31.43M)OMEROS CORP 18,947,000 shares (about $18.76M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDeepcurrents Investment Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSEA LTD$151,197,6170.0%85,206,0005.0%NOTE 2.375%12/0NOVA LTD$127,157,2860.0%34,500,0004.2%NOTE 10/1SHIFT4 PMTS INC$98,523,4450.0%77,933,0003.3%NOTE 12/1DEXCOM INC$79,220,7780.0%80,713,0002.6%NOTE 0.250%11/1MIDDLEBY CORP$79,174,718$5,614,830 ▲7.6%70,505,0002.6%NOTE 1.000% 9/0CLOUDFLARE INC$68,856,1310.0%58,101,0002.3%NOTE 8/1NOVOCURE LTD$67,904,9710.0%69,468,0002.3%NOTE 11/0IONIS PHARMACEUTICALS INC$61,044,565$5,051,100 ▲9.0%60,427,0002.0%NOTE 4/0VARONIS SYS INC$59,915,3050.0%36,250,0002.0%NOTE 1.250% 8/1NVDANVIDIA$58,737,048$58,737,048 ▲New Holding124,2772.0%Computer and TechnologyINNOVIVA INC$57,822,8140.0%49,467,0001.9%NOTE 2.500% 8/1COINBASE GLOBAL INC$53,716,242$12,134,330 ▲29.2%46,384,0001.8%NOTE 0.500% 6/0BENTLEY SYS INC$50,680,789$5,488,714 ▲12.1%50,785,0001.7%NOTE 0.125% 1/1TRANSMEDICS GROUP INC$49,472,8910.0%30,824,0001.7%NOTE 1.500% 6/0DAYFORCE INC$48,784,7850.0%50,528,0001.6%NOTE 0.250% 3/1SPOTIFY USA INC$44,548,878$11,364,510 ▼-20.3%29,400,0001.5%NOTE 3/1APELLIS PHARMACEUTICALS INC$44,041,5300.0%44,194,0001.5%NOTE 3.500% 9/1BLOOM ENERGY CORP$42,333,1600.0%28,383,0001.4%NOTE 3.000% 6/0FIVERR INTL LTD$42,273,260$24,487,499 ▲137.7%43,158,0001.4%NOTE 11/0MICROSTRATEGY INC$40,931,6860.0%14,700,0001.4%NOTE 0.625% 3/1SEA LTD$40,162,5000.0%42,500,0001.3%NOTE 0.250% 9/1TLTiShares 20+ Year Treasury Bond ETF$39,712,500$39,712,500 ▲New Holding4,5001.3%ETFSAREPTA THERAPEUTICS INC$38,110,000$38,110,000 ▲New Holding51,500,0001.3%NOTE 1.250% 9/1SOLAREDGE TECHNOLOGIES INC$37,876,1700.0%38,748,0001.3%NOTE 9/1EVOLENT HEALTH INC$37,752,7250.0%38,213,0001.3%NOTE 1.500%10/1NICE LTD$37,658,8820.0%38,097,0001.3%NOTE 9/1STRIDE INC$37,200,779$7,303,767 ▲24.4%13,365,0001.2%NOTE 1.125% 9/0CANADIAN SOLAR INC$36,503,115$8,126,250 ▲28.6%37,059,0001.2%NOTE 2.500%10/0PTC THERAPEUTICS INC$36,263,067$1,443,547 ▲4.1%31,401,0001.2%NOTE 1.500% 9/1DEXCOM INC$35,950,255$4,229,442 ▲13.3%38,250,0001.2%NOTE 0.375% 5/1INTEGRA LIFESCIENCES HLDGS C$33,752,106$7,444,223 ▲28.3%34,005,0001.1%NOTE 0.500% 8/1VERINT SYSTEMS INC$33,320,523$4,773,030 ▲16.7%34,905,0001.1%NOTE 0.250% 4/1LANTHEUS HLDGS INC$32,419,2720.0%25,500,0001.1%NOTE 2.625%12/1GUESS INC$31,568,1290.0%33,249,0001.1%NOTE 3.750% 4/1SHAKE SHACK INC$30,319,026$4,721,253 ▲18.4%28,256,0001.0%NOTE 3/0PORCH GROUP INC$30,207,296$30,207,296 ▲New Holding24,100,0001.0%DEBT 9.000% 5/1REDFIN CORP$29,631,7270.0%32,810,0001.0%NOTE 0.500% 4/0RAPID7 INC$29,226,329$29,226,329 ▲New Holding31,500,0001.0%NOTE 0.250% 3/1PEABODY ENGR CORP$28,799,966$22,584,146 ▲363.3%27,800,0001.0%NOTE 3.250% 3/0ITRON INC$28,616,0380.0%25,290,0001.0%NOTE 3/1UPSTART HLDGS INC$28,367,024$1,893,344 ▲7.2%29,965,0000.9%NOTE 0.250% 8/1DRAFTKINGS INC NEW$28,042,581$4,489,830 ▲19.1%31,229,0000.9%NOTE 3/1GOPRO INC$27,550,6500.0%30,110,0000.9%NOTE 1.250%11/1MAGNITE INC$27,064,182$2,351,684 ▲9.5%28,000,0000.9%NOTE 0.250% 3/1CONMED CORP$26,510,346$26,510,346 ▲New Holding27,952,0000.9%NOTE 2.250% 6/1AFFIRM HLDGS INC$26,420,6470.0%28,167,0000.9%NOTE 11/1TILRAY BRANDS INC$25,201,8580.0%27,550,0000.8%NOTE 5.200% 6/1CAMTEK LTD$23,924,3250.0%15,485,0000.8%NOTE 12/0ALNYLAM PHARMACEUTICALS INC$23,756,684$3,253,093 ▼-12.0%18,257,0000.8%NOTE 1.000% 9/1MITEK SYS INC$23,147,583$1,559,088 ▲7.2%23,755,0000.8%NOTE 0.750% 2/0BENTLEY SYS INC$23,115,7480.0%24,500,0000.8%NOTE 0.375% 7/0IRONWOOD PHARMACEUTICALS INC$22,884,577$423,788 ▲1.9%27,000,0000.8%NOTE 1.500% 6/1TRIPADVISOR INC$22,108,750$22,108,750 ▲New Holding23,000,0000.7%NOTE 0.250% 4/0ORCLOracle$21,863,000$35,286,882 ▼-61.7%1,0000.7%Computer and TechnologyCOINBASE GLOBAL INC$21,639,750$21,639,750 ▲New Holding16,500,0000.7%NOTE 0.250% 4/0FUBOTV INC$21,345,5350.0%21,833,0000.7%NOTE 3.250% 2/1IWMiShares Russell 2000 ETF$21,173,746$13,093,260 ▲162.0%47,0380.7%FinanceENPHASE ENERGY INC$20,532,986$2,396,250 ▼-10.5%21,422,0000.7%NOTE 3/0BOX INC$20,480,9230.0%15,338,0000.7%NOTE 1/1FASTLY INC$19,000,000$19,000,000 ▲New Holding20,000,0000.6%NOTE 3/1XLEEnergy Select Sector SPDR Fund$18,866,748$18,095,386 ▲2,345.9%24,4590.6%ETFMFCManulife Financial$18,180,509$2,157,186 ▲13.5%41,9540.6%FinanceQ2 HLDGS INC$18,133,588$3,202,595 ▲21.4%18,402,0000.6%NOTE 0.125%11/1ENOVIS CORPORATION$17,780,184$17,780,184 ▲New Holding18,000,0000.6%NOTE 3.875%10/1ASCENDIS PHARMA A/S$17,469,8030.0%13,940,0000.6%NOTE 2.250% 4/0MAKEMYTRIP LIMITED MAURITIUS$17,234,770$3,193,704 ▲22.7%6,751,0000.6%NOTE 2/1TAT&T$15,809,250$219,989,325 ▼-93.3%9,8500.5%Computer and TechnologyWDCWestern Digital$15,069,069$2,249,046 ▼-13.0%185,9910.5%Computer and TechnologyFIVEFive Below$14,807,074$14,807,074 ▲New Holding13,8760.5%Retail/WholesaleGOSSAMER BIO INC$14,763,0120.0%27,860,0000.5%NOTE 5.000% 6/0NIO INC$13,699,4370.0%21,482,0000.5%NOTE 4.625%10/1WORKIVA INC$13,482,666$5,579,034 ▲70.6%14,500,0000.5%NOTE 1.250% 8/1LLYEli Lilly and Company$12,472,480$12,472,480 ▲New Holding1600.4%MedicalFEZSPDR EURO STOXX 50 ETF$12,356,942$12,356,942 ▲New Holding8,8800.4%ETFLITHIUM ARGENTINA AG$12,273,5630.0%14,655,0000.4%NOTE 1.750% 1/1MARA HOLDINGS INC$12,222,2930.0%13,365,0000.4%NOTE 1.000%12/0OMEROS CORP$12,129,620$12,129,620 ▲New Holding14,614,0000.4%NOTE 9.500% 6/1XOMExxon Mobil$11,742,546$11,742,546 ▲New Holding9,9290.4%EnergyWOLFSPEED INC$11,657,5080.0%45,500,0000.4%NOTE 1.750% 5/0TRAVERE THERAPEUTICS INC$11,482,8800.0%11,615,0000.4%NOTE 2.500% 9/1EVENTBRITE INC$10,999,064$7,197,751 ▲189.3%12,225,0000.4%NOTE 0.750% 9/1IMPINJ INC$10,594,5010.0%8,500,0000.4%NOTE 1.125% 5/1HALOZYME THERAPEUTICS INC$8,843,370$2,852,700 ▼-24.4%7,750,0000.3%NOTE 1.000% 8/1FSLRFirst Solar$8,277,000$8,277,000 ▲New Holding5000.3%EnergyMSTRMicroStrategy$8,084,600$314,167,556 ▼-97.5%2000.3%Computer and TechnologyALPHATEC HLDGS INC$7,314,3250.0%7,433,0000.2%NOTE 0.750% 8/0JAZZJazz Pharmaceuticals$7,067,910$1,544,046 ▲28.0%66,6030.2%MedicalHAEMONETICS CORP MASS$6,969,6930.0%7,224,0000.2%NOTE 3/0PURECYCLE TECHNOLOGIES INC$6,827,080$10,154,170 ▼-59.8%5,528,0000.2%NOTE 7.250% 8/1OMEROS CORP$6,600,330$18,757,530 ▼-74.0%6,667,0000.2%NOTE 5.250% 2/1CORE SCIENTIFIC INC NEW$6,326,142$319,971 ▼-4.8%172,9960.2%COMAZEKAZEK$5,998,881$5,998,881 ▲New Holding110,3750.2%ConstructionEXACT SCIENCES CORP$5,864,0640.0%6,139,0000.2%NOTE 0.375% 3/1ETSY INC$5,338,6690.0%5,500,0000.2%NOTE 0.125%10/0ASSERTIO HOLDINGS INC$4,771,328$1,880,656 ▼-28.3%5,272,0000.2%NOTE 6.500% 9/0HUT 8 CORP$4,728,120$4,728,120 ▲New Holding2,5420.2%COMCHEESECAKE FACTORY INC$4,673,4290.0%4,525,0000.2%NOTE 0.375% 6/1CARDLYTICS INC$4,607,216$4,607,216 ▲New Holding10,360,0000.2%NOTE 4.250% 4/0SPYSPDR S&P 500 ETF Trust$4,510,305$31,428,681 ▼-87.5%1,8550.2%FinanceMESA LABS INC$4,337,2740.0%4,388,0000.1%NOTE 1.375% 8/1Showing largest 100 holdings. 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