Q1 2026 · 13F-HR
Deer Management Co. LLCholdings as filed
Filed 2026-05-15 · accession 0001193125-26-226776
$622.3M
Reported value
9
Positions
2026-03-31
Period end
The Brief · Deer Management Co. LLC · Q1 2026
AI · grounded in 13F
Deer Management Co. LLC established a new position in HNGE valued at $101.56M. The fund also reduced its holdings in KYMR by 45.46% and trimmed its position in TTAN by 12.56%. These moves bring the fund's total assets under management to $622.29M across 9 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81764X103 | TTAN | SERVICETITAN, INC. | $321.6M | 51.7% | 5,068,064 | Common | SOLE |
| 86384P109 | STUB | STUBHUB HOLDINGS, INC. | $137.5M | 22.1% | 22,038,489 | Common | SOLE |
| 433313103 | HNGE | HINGE HEALTH, INC. | $101.6M | 16.3% | 2,633,707 | Common | SOLE |
| 126327105 | LAW | CS DISCO, INC. | $33.1M | 5.31% | 8,652,826 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS, INC. | $10.5M | 1.69% | 125,895 | Common | SOLE |
| 848560108 | NSHEUR | SPIRE GLOBAL, INC. | $9.0M | 1.44% | 713,310 | Common | SOLE |
| M4R82T106 | FVRR | FIVERR INTERNATIONAL LTD. | $5.6M | 0.90% | 561,426 | Common | SOLE |
| 35168W103 | GUTS | FRACTYL HEALTH, INC. | $2.2M | 0.35% | 4,770,901 | Common | SOLE |
| 89854M101 | TCRX | TSCAN THERAPEUTICS, INC. | $1.3M | 0.20% | 1,245,504 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.