Deer Management Co. LLC 13F Holdings · Q2 2026
Deer Management Co. LLC reported 9 securities worth $812.16M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: STUB (34.92%), XNDU (33.97%), HNGE (19.51%). Among its top 25 positions this quarter: 1 new, 3 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | STUB | STUBHUB HOLDINGS, INC. | $283.6M | 34.92% | 22.0M | Hold |
| 2 | XNDU | XANADU QUANTUM TECHNOLOGIES LTD | $275.9M | 33.97% | 22.8M | New |
| 3 | HNGE | HINGE HEALTH, INC. | $158.4M | 19.51% | 1.9M | Trimmed |
| 4 | LAW | CS DISCO, INC. | $32.7M | 4.03% | 8.7M | Hold |
| 5 | TTAN | SERVICETITAN, INC. | $32.0M | 3.94% | 4.6M | Trimmed |
| 6 | KYMR | KYMERA THERAPEUTICS, INC. | $14.4M | 1.78% | 125,895 | Hold |
| 7 | SPIR | SPIRE GLOBAL, INC. | $10.0M | 1.23% | 538,310 | Trimmed |
| 8 | GUTS | FRACTYL HEALTH, INC. | $3.8M | 0.47% | 4.8M | Hold |
| 9 | TCRX | TSCAN THERAPEUTICS, INC. | $1.2M | 0.15% | 1.2M | Hold |
| 10 | FVRR | FIVERR INTERNATIONAL LTD. | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR