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. | $83.06 | 3.99% | -29.81% | -22.28% | $321.6M | 51.68% | — | HELD |
| 2 | STUB | STUBHUB HOLDINGS, INC. | $8.44 | -0.94% | -53.85% | -55.51% | $137.5M | 22.10% | — | HELD |
| 3 | HNGE | HINGE HEALTH, INC. | $74.71 | -0.53% | 66.21% | 44.37% | $101.6M | 16.32% | — | HELD |
| 4 | LAW | CS DISCO, INC. | $3.90 | -1.52% | -0.25% | -92.35% | $33.1M | 5.31% | — | HELD |
| 5 | KYMR | KYMERA THERAPEUTICS, INC. | $103.40 | -3.37% | 140.11% | 66.00% | $10.5M | 1.69% | — | HELD |
| 6 | NSHEUR | SPIRE GLOBAL, INC. | — | — | — | — | $9.0M | 1.44% | — | HELD |
| 7 | FVRR | FIVERR INTERNATIONAL LTD. | $8.93 | -2.72% | -59.56% | -95.03% | $5.6M | 0.90% | — | HELD |
| 8 | GUTS | FRACTYL HEALTH, INC. | $0.69 | -0.72% | -61.88% | -90.68% | $2.2M | 0.35% | — | HELD |
| 9 | TCRX | TSCAN THERAPEUTICS, INC. | $0.74 | -1.72% | -53.74% | -91.57% | $1.3M | 0.20% | — | HELD |
Source: SEC EDGAR · accession 0001193125-26-226776. 13F discloses long positions only — shorts, foreign equities, and options are excluded.