Institutional
Deer Management Co. LLC
CIK 0001494127
$622.3M
Reported AUM
9
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TTAN | SERVICETITAN, INC. | $79.87 | -5.17% | -25.99% | -18.05% | $321.6M | 51.68% | — | HELD |
| 2 | STUB | STUBHUB HOLDINGS, INC. | $8.52 | -0.12% | -53.79% | -55.46% | $137.5M | 22.10% | — | HELD |
| 3 | HNGE | HINGE HEALTH, INC. | $75.11 | 1.42% | 67.10% | 45.14% | $101.6M | 16.32% | — | HELD |
| 4 | LAW | CS DISCO, INC. | $3.96 | -6.16% | 6.30% | -91.85% | $33.1M | 5.31% | — | HELD |
| 5 | KYMR | KYMERA THERAPEUTICS, INC. | $107.01 | 1.67% | 147.44% | 71.07% | $10.5M | 1.69% | — | HELD |
| 6 | NSHEUR | SPIRE GLOBAL, INC. | — | — | — | — | $9.0M | 1.44% | — | HELD |
| 7 | FVRR | FIVERR INTERNATIONAL LTD. | $9.18 | -0.33% | -59.22% | -94.98% | $5.6M | 0.90% | — | HELD |
| 8 | GUTS | FRACTYL HEALTH, INC. | $0.69 | 0.00% | -61.88% | -90.68% | $2.2M | 0.35% | — | HELD |
| 9 | TCRX | TSCAN THERAPEUTICS, INC. | $0.76 | 1.85% | -54.22% | -91.66% | $1.3M | 0.20% | — | HELD |
Source: SEC EDGAR · accession 0001193125-26-226776. 13F discloses long positions only — shorts, foreign equities, and options are excluded.