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Deer Management Co. LLC

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13F filer, CIK 1494127, LARCHMONT, NY

Deer Management Co. LLC reported $812,159,395 across 9 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-352302

Period
2026-06-30
Reported value
$812M
Holdings
9
Top 10 weight
100%
New
1
Sold out
1

Part of the filer group Deer Management Co. LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XNDUnew+22,785,156$276M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
HNGEreduced-725,000-$60.2M
FVRRexited-561,426-$5.63M
TTANreduced-500,000-$3.5M
SPIRE GLOBAL, INC.reduced-175,000-$3.25M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001193125-26-352302, largest first. % of portfolio is the value over $812,159,395, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
STUBSTUBHUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,038,489 shares; 2025Q4: 22,038,489 shares; 2026Q1: 22,038,489 shares; 2026Q2: 22,038,489 shares 22,038,489$284M34.92%0Timeline
XNDUXANADU QUANTUM TECHNOLO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,785,156 shares 22,785,156$276M33.97%newTimeline
HNGEHINGE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,633,707 shares; 2026Q2: 1,908,707 shares 1,908,707$158M19.51%-725,000Timeline
LAWCS DISCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,652,826 shares; 2024Q4: 8,652,826 shares; 2025Q1: 8,652,826 shares; 2025Q2: 8,652,826 shares; 2025Q3: 8,652,826 shares; 2025Q4: 8,652,826 shares; 2026Q1: 8,652,826 shares; 2026Q2: 8,652,826 shares 8,652,826$32.7M4.03%0Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,001,101 shares; 2025Q1: 9,001,101 shares; 2025Q2: 8,138,281 shares; 2025Q3: 6,287,267 shares; 2025Q4: 5,796,012 shares; 2026Q1: 5,068,064 shares; 2026Q2: 4,568,064 shares 4,568,064$32M3.94%-500,000Timeline
KYMRKYMERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415,895 shares; 2024Q4: 415,895 shares; 2025Q1: 415,895 shares; 2025Q2: 325,895 shares; 2025Q3: 325,895 shares; 2025Q4: 230,811 shares; 2026Q1: 125,895 shares; 2026Q2: 125,895 shares 125,895$14.4M1.78%0Timeline
SPIRE GLOBAL, INC.SPIRE GLOBAL, INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 893,310 shares; 2024Q4: 893,310 shares; 2025Q1: 713,310 shares; 2025Q2: 713,310 shares; 2025Q3: 713,310 shares; 2025Q4: 713,310 shares; 2026Q1: 713,310 shares; 2026Q2: 538,310 shares 538,310$10M1.23%-175,000
GUTSFRACTYL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,770,901 shares; 2024Q4: 4,770,901 shares; 2025Q1: 4,770,901 shares; 2025Q2: 4,770,901 shares; 2025Q3: 4,770,901 shares; 2025Q4: 4,770,901 shares; 2026Q1: 4,770,901 shares; 2026Q2: 4,770,901 shares 4,770,901$3.79M0.47%0Timeline
TCRXTSCAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,245,504 shares; 2024Q4: 1,245,504 shares; 2025Q1: 1,245,504 shares; 2025Q2: 1,245,504 shares; 2025Q3: 1,245,504 shares; 2025Q4: 1,245,504 shares; 2026Q1: 1,245,504 shares; 2026Q2: 1,245,504 shares 1,245,504$1.22M0.15%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
FVRRFIVERR INTL LTD561,426$5.63Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001193125-26-352302 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001193125-26-352302 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001193125-26-226776 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001193125-26-054675 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001193125-25-283002 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0000950123-25-008414 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0000950123-25-005728 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0000950123-25-002804 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0000950123-24-011814 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0000950123-24-008776 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0000950123-24-005667 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0000950123-24-002605 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0000950123-23-010926 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0000950123-23-008255 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0000950123-23-005327 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0000950123-23-002674 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0000950123-22-012436 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0000950123-22-009476 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0000950123-22-006495 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0000950123-22-003028 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set