本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
13D Management LLC (CIK 1600133) reported $71.3M across 11 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VSAT ($11.3M, 15.89%), TWLO ($8.0M, 11.28%), MRCY ($7.4M, 10.37%), PSO ($7.3M, 10.21%), ALV ($6.5M, 9.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VSAT | VIASAT INC | $11.3M | 15.89% | 126,250 | Trimmed |
| 2 | TWLO | TWILIO INC | $8.0M | 11.28% | 39,000 | Trimmed |
| 3 | MRCY | MERCURY SYS INC | $7.4M | 10.37% | 60,462 | Hold |
| 4 | PSO | PEARSON PLC | $7.3M | 10.21% | 458,338 | Hold |
| 5 | ALV | AUTOLIV INC | $6.5M | 9.09% | 55,839 | Hold |
| 6 | CRL | CHARLES RIV LABS INTL INC | $5.9M | 8.20% | 25,800 | Hold |
| 7 | SNPS | SYNOPSYS INC | $5.6M | 7.91% | 12,650 | New |
| 8 | EXEL | EXELIXIS INC | $5.5M | 7.73% | 101,335 | Hold |
| 9 | ETSY | ETSY INC | $5.4M | 7.59% | 71,836 | Hold |
| 10 | ITGR | INTEGER HLDGS CORP | $4.4M | 6.16% | 47,000 | Hold |
| 11 | FUN | SIX FLAGS ENTERTAINMENT CORP | $4.0M | 5.57% | 186,500 | Hold |
| 12 | ACHC | ACADIA HEALTHCARE COMPANY IN | $0 | 0.00% | 0 | Exited |
| 13 | TRIP | TRIPADVISOR INC | $0 | 0.00% | 0 | Exited |
| 14 | WK | WORKIVA INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30