DeepCurrents Investment Group LLC

13F filer · CIK 1754535 · New York, NY

Summary

DeepCurrents Investment Group LLC reported $3.30B across 143 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are INTERDIGITAL INC (4.6%), APPLIED DIGITAL CORP (4.2%), RGEN 1 12.15.28 (2.9%). Versus 2026 Q1, leaving options aside, it opened 33 new positions, added to 27, trimmed 16 and sold out of 29.

Reported value$3.30B

Positions143incl. options

Report period2026 Q2

FiledAug 14, 2026

New positions33

Added27

Trimmed16

Sold out29

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

INTERDIGITAL INCNo ticker matchHold

Weight 4.6%Value $153.18MPrincipal $41.80M

APPLIED DIGITAL CORPNo ticker matchNew

Weight 4.2%Value $139.16MPrincipal $35.00M

RGEN 1 12.15.28REPLIGEN CORPHold

Weight 2.9%Value $96.80MPrincipal $94.44M

MKS INC.No ticker matchAdd

Weight 2.8%Value $91.59MPrincipal $31.04M +14.80%

SNOW 0 10.01.27SNOWFLAKE INCAdd

Weight 2.8%Value $91.56MPrincipal $55.00M +30.95%

BRIDGEBIO PHARMA INCNo ticker matchAdd

Weight 2.7%Value $89.75MPrincipal $50.24M +428.89%

NET 0 08.15.26CLOUDFLARE INCTrim

Weight 2.7%Value $89.58MPrincipal $69.60M -0.71%

DKNG 0 03.15.28DRAFTKINGS INC NEWAdd

Weight 2.4%Value $80.15MPrincipal $85.98M +11.43%

ALIGNMENT HEALTHCARE INCNo ticker matchAdd

Weight 2.4%Value $78.69MPrincipal $45.75M +61.95%

TELADOC HEALTH INCNo ticker matchAdd

Weight 2.2%Value $71.03MPrincipal $73.00M +32.73%

XOMETRY INCNo ticker matchNew

Weight 2.1%Value $70.06MPrincipal $31.50M

WK 1.25 08.15.28WORKIVA INCHold

Weight 2.0%Value $66.33MPrincipal $70.70M

UPWORK INCNo ticker matchAdd

Weight 1.9%Value $62.85MPrincipal $63.29M +18.77%

LANTHEUS HLDGS INCNo ticker matchAdd

Weight 1.8%Value $60.06MPrincipal $41.00M +34.43%

TRANSMEDICS GROUP INCNo ticker matchAdd

Weight 1.8%Value $58.84MPrincipal $54.17M +75.75%

CHEFS WHSE INCNo ticker matchHold

Weight 1.6%Value $52.75MPrincipal $23.67M

SOLAREDGE TECHNOLOGIES INCNo ticker matchAdd

Weight 1.6%Value $51.48MPrincipal $26.73M +304.94%

ETSY INCNo ticker matchAdd

Weight 1.5%Value $51.08MPrincipal $50.25M +22.71%

STRATEGY INCNo ticker matchHold

Weight 1.5%Value $50.77MPrincipal $49.66M

GH 0 11.15.27GUARDANT HEALTH INCNew

Weight 1.5%Value $50.10MPrincipal $40.28M

RIVIAN AUTOMOTIVE INCNo ticker matchAdd

Weight 1.5%Value $48.74MPrincipal $45.53M +5.81%

ON 0 05.01.27ON SEMICONDUCTOR CORPNew

Weight 1.4%Value $45.82MPrincipal $25.15M

IRHYTHM HOLDINGS INCNo ticker matchAdd

Weight 1.3%Value $42.50MPrincipal $38.50M +11.59%

SEA LTDNo ticker matchHold

Weight 1.3%Value $42.12MPrincipal $42.50M

BILL 0 04.01.30BILL HOLDINGS INCAdd

Weight 1.3%Value $41.89MPrincipal $48.40M +121.00%

Stock	Weight	Value	Shares	Shares change	Action
INTERDIGITAL INCNo ticker match	4.6%	$153.18M	$41.80M prn	—	Hold
APPLIED DIGITAL CORPNo ticker match	4.2%	$139.16M	$35.00M prn	—	New
RGEN 1 12.15.28REPLIGEN CORP	2.9%	$96.80M	$94.44M prn	—	Hold
MKS INC.No ticker match	2.8%	$91.59M	$31.04M prn	+14.80%	Add
SNOW 0 10.01.27SNOWFLAKE INC	2.8%	$91.56M	$55.00M prn	+30.95%	Add
BRIDGEBIO PHARMA INCNo ticker match	2.7%	$89.75M	$50.24M prn	+428.89%	Add
NET 0 08.15.26CLOUDFLARE INC	2.7%	$89.58M	$69.60M prn	-0.71%	Trim
DKNG 0 03.15.28DRAFTKINGS INC NEW	2.4%	$80.15M	$85.98M prn	+11.43%	Add
ALIGNMENT HEALTHCARE INCNo ticker match	2.4%	$78.69M	$45.75M prn	+61.95%	Add
TELADOC HEALTH INCNo ticker match	2.2%	$71.03M	$73.00M prn	+32.73%	Add
XOMETRY INCNo ticker match	2.1%	$70.06M	$31.50M prn	—	New
WK 1.25 08.15.28WORKIVA INC	2.0%	$66.33M	$70.70M prn	—	Hold
UPWORK INCNo ticker match	1.9%	$62.85M	$63.29M prn	+18.77%	Add
LANTHEUS HLDGS INCNo ticker match	1.8%	$60.06M	$41.00M prn	+34.43%	Add
TRANSMEDICS GROUP INCNo ticker match	1.8%	$58.84M	$54.17M prn	+75.75%	Add
CHEFS WHSE INCNo ticker match	1.6%	$52.75M	$23.67M prn	—	Hold
SOLAREDGE TECHNOLOGIES INCNo ticker match	1.6%	$51.48M	$26.73M prn	+304.94%	Add
ETSY INCNo ticker match	1.5%	$51.08M	$50.25M prn	+22.71%	Add
STRATEGY INCNo ticker match	1.5%	$50.77M	$49.66M prn	—	Hold
GH 0 11.15.27GUARDANT HEALTH INC	1.5%	$50.10M	$40.28M prn	—	New
RIVIAN AUTOMOTIVE INCNo ticker match	1.5%	$48.74M	$45.53M prn	+5.81%	Add
ON 0 05.01.27ON SEMICONDUCTOR CORP	1.4%	$45.82M	$25.15M prn	—	New
IRHYTHM HOLDINGS INCNo ticker match	1.3%	$42.50M	$38.50M prn	+11.59%	Add
SEA LTDNo ticker match	1.3%	$42.12M	$42.50M prn	—	Hold
BILL 0 04.01.30BILL HOLDINGS INC	1.3%	$41.89M	$48.40M prn	+121.00%	Add

Weight is the share of the reported 13F value, including options at notional value.

Largest buys in 2026 Q2

APPLIED DIGITAL CORPNo ticker match≈ $139.16MNew

BRIDGEBIO PHARMA INCNo ticker match≈ $72.78MAdd

XOMETRY INCNo ticker match≈ $70.06MNew

GH 0 11.15.27GUARDANT HEALTH INC≈ $50.10MNew

ON 0 05.01.27ON SEMICONDUCTOR CORP≈ $45.82MNew

Largest sells in 2026 Q2

ASCENDIS PHARMA A/SNo ticker match≈ $73.32MSold

COINBASE GLOBAL INCNo ticker match≈ $58.43MSold

CONMED CORPNo ticker match≈ $49.49MSold

APELLIS PHARMACEUTICALS INCNo ticker match≈ $47.16MSold

CALLAWAY GOLF CONo ticker match≈ $45.81MSold

Options

Notional value, listed apart from stocks · top 10 of 40

GLDSPDR GOLD TRCALL$47.89MNew

IWMISHARES TRPUT$38.70MAdd

TLTISHARES TRCALL$21.61MHold

SMHVANECK ETF TRUSTPUT$19.68MNew

CVNACARVANA COPUT$19.06MNew

IRENIREN LIMITEDPUT$18.29MNew

ETHAISHARES ETHEREUM TRPUT$16.17MNew

IBITISHARES BITCOIN TRUST ETFPUT$15.31MNew

BTDRBITDEER TECHNOLOGIES GROUPCALL$15.08MNew

XBISPDR SERIES TRUSTPUT$13.85MAdd

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR