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Deeter Investments LLP

13F filer · CIK 0001675711
Last filed Aug 28, 2026
Inactive · not filing 13F
13F portfolio value$468MU.S. long equity reported on 13F
Positions95Not reported new · Not reported closed
Net flow last quarterNot reportedBuys minus sells
Top 10 positions weight42.4%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q4 2025Reported Aug 28, 202695 positions
GOOGLAlphabet Inc.$42.1M8.99%0.00%NewQ4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$27.4M5.84%0.00%NewQ4 2025
ASMLAsml Holding NV$24M5.14%0.01%NewQ4 2025
AVGOBroadcom Inc.$19.7M4.21%0.00%NewQ4 2025
ADBEAdobe Inc.$17.4M3.71%0.01%NewQ4 2025
PWRQuanta Services, Inc.$15.1M3.23%0.02%NewQ4 2025
VALEVale S.A.$14.9M3.18%0.04%NewQ4 2025
MUMicron Technology Inc$14M2.99%0.00%NewQ4 2025
GEVGE Vernova Inc.$13.1M2.79%0.01%NewQ4 2025
BABAAlibaba Group Holding Ltd$10.7M2.29%0.00%NewQ4 2025
WDCWestern Digital Corp$10.6M2.26%0.02%NewQ4 2025
NEENextera Energy Inc$9.39M2.01%0.01%NewQ4 2025
LMNDLemonade, Inc.$7.9M1.69%0.15%NewQ4 2025
CNPCenterpoint Energy Inc$7.67M1.64%0.03%NewQ4 2025
RKLBRocket Lab Corp$7.62M1.63%0.02%NewQ4 2025
SNDKSandisk Corp$7.13M1.52%0.02%NewQ4 2025
NUNu Holdings Ltd.$6.7M1.43%Not reportedNewQ4 2025
BBIOBridgeBio Pharma, Inc.$6.35M1.36%0.04%NewQ4 2025
CYTKCytokinetics Inc$6.27M1.34%0.08%NewQ4 2025
FISVFiserv Inc$5.58M1.19%0.02%NewQ4 2025
XELXcel Energy Inc$5.54M1.18%0.01%NewQ4 2025
FRGEForge Global Holdings, Inc.$4.06M0.87%0.79%NewQ4 2025
SESea Ltd$3.34M0.71%0.01%NewQ4 2025
MELIMercadolibre Inc$3.22M0.69%0.00%NewQ4 2025
VALValaris Ltd$3.22M0.69%0.09%NewQ4 2025
AIC3.ai, Inc.$3.07M0.66%6.51%NewQ4 2025
FEFirstenergy Corp$3M0.64%0.01%NewQ4 2025
IBMInternational Business Machines Corp$2.96M0.63%0.00%NewQ4 2025
PTGXProtagonist Therapeutics, Inc$2.87M0.61%0.48%NewQ4 2025
GPNGlobal Payments Inc$2.4M0.51%0.01%NewQ4 2025
DJTTrump Media & Technology Group Corp.$2.21M0.47%0.06%NewQ4 2025
ARMArm Holdings PLC$2.19M0.47%0.00%NewQ4 2025
QUREuniQure N.V.$2.13M0.46%0.14%NewQ4 2025
BBarrick Mining Corp$1.76M0.38%0.00%NewQ4 2025
DBRGDigitalBridge Group, Inc.$1.69M0.36%0.06%NewQ4 2025
SRPTSarepta Therapeutics, Inc.$1.63M0.35%0.07%NewQ4 2025
KYNKayne Anderson Energy Infrastructure Fund, Inc.$1.6M0.34%Not reportedNewQ4 2025
OXYOccidental Petroleum Corp$1.6M0.34%0.00%NewQ4 2025
SGRYSurgery Partners, Inc.$1.58M0.34%0.08%NewQ4 2025
KRNTKornit Digital Ltd.$1.42M0.30%0.21%NewQ4 2025
ONDSOndas Inc.$1.27M0.27%0.03%NewQ4 2025
LWLamb Weston Holdings, Inc.$1.26M0.27%0.02%NewQ4 2025
ROIVRoivant Sciences Ltd.$1.23M0.26%0.01%NewQ4 2025
TENXTenax Therapeutics, Inc.$1.22M0.26%1.07%NewQ4 2025
STXSeagate Technology Holdings plc$1.09M0.23%0.00%NewQ4 2025
GGALGrupo Financiero Galicia SA$1M0.21%Not reportedNewQ4 2025
KVUEKenvue Inc.$990K0.21%0.00%NewQ4 2025
LOVELovesac Co$944K0.20%0.44%NewQ4 2025
IMVTImmunovant, Inc.$941K0.20%0.02%NewQ4 2025
SGSweetgreen, Inc.$865K0.18%0.13%NewQ4 2025
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