Deer Management Co. LLC 13F holdings
Deer Management Co. LLC reported 9 positions with a total reported value of $812.2M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: STUB STUBHUB HOLDINGS, INC. (34.9%), XNDU XANADU QUANTUM TECHNOLOGIES LTD (34.0%), HNGE HINGE HEALTH, INC. (19.5%), LAW CS DISCO, INC. (4.0%), TTAN SERVICETITAN, INC. (3.9%). Against 2026-03-31 it opened 1 new position and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
9 largest of 9 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| STUB STUBHUB HOLDINGS, INC. | 22,038,489 | $283.6M | 34.9% |
| XNDU XANADU QUANTUM TECHNOLOGIES LTD | 22,785,156 | $275.9M | 34.0% |
| HNGE HINGE HEALTH, INC. | 1,908,707 | $158.4M | 19.5% |
| LAW CS DISCO, INC. | 8,652,826 | $32.7M | 4.0% |
| TTAN SERVICETITAN, INC. | 4,568,064 | $32.0M | 3.9% |
| KYMR KYMERA THERAPEUTICS, INC. | 125,895 | $14.4M | 1.8% |
| SPIR SPIRE GLOBAL, INC. | 538,310 | $10.0M | 1.2% |
| GUTS FRACTYL HEALTH, INC. | 4,770,901 | $3.8M | 0.5% |
| TCRX TSCAN THERAPEUTICS, INC. | 1,245,504 | $1.2M | 0.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| XNDU XANADU QUANTUM TECHNOLOGIES LTD | 22,785,156 | $275.9M | 34.0% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| FIVERR INTERNATIONAL LTD. | 561,426 | $5.6M | 0.9% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
No position was increased.
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| HNGE HINGE HEALTH, INC. | 2,633,707 | 1,908,707 | -27.5% | $158.4M |
| TTAN SERVICETITAN, INC. | 5,068,064 | 4,568,064 | -9.9% | $32.0M |
| SPIR SPIRE GLOBAL, INC. | 713,310 | 538,310 | -24.5% | $10.0M |
CIK 1494127 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
