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Deer Management Co. LLC

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13F filer, CIK 1494127, LARCHMONT, NY

Deer Management Co. LLC reported $1,257,871,720 across 9 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000950123-25-008414

Period
2025-06-30
Reported value
$1.26B
Holdings
9
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TTANreduced-862,820-$92.5M
KYMRreduced-90,000-$3.93M

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 2025

Share positions as resolved from 13F-HR 0000950123-25-008414, largest first. % of portfolio is the value over $1,257,871,720, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,001,101 shares; 2025Q1: 9,001,101 shares; 2025Q2: 8,138,281 shares 8,138,281$872M69.34%-862,820Timeline
ROCKET LAB USA INCROCKET LAB USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,667,303 shares; 2024Q4: 8,168,616 shares; 2025Q1: 8,168,616 shares; 2025Q2: 8,168,616 shares 8,168,616$292M23.23%0
LAWCS DISCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,652,826 shares; 2024Q4: 8,652,826 shares; 2025Q1: 8,652,826 shares; 2025Q2: 8,652,826 shares 8,652,826$37.8M3.01%0Timeline
FVRRFIVERR INTL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561,426 shares; 2024Q4: 561,426 shares; 2025Q1: 561,426 shares; 2025Q2: 561,426 shares 561,426$16.5M1.31%0Timeline
KYMRKYMERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,895 shares; 2024Q4: 415,895 shares; 2025Q1: 415,895 shares; 2025Q2: 325,895 shares 325,895$14.2M1.13%-90,000Timeline
SPIRE GLOBAL, INC.SPIRE GLOBAL, INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893,310 shares; 2024Q4: 893,310 shares; 2025Q1: 713,310 shares; 2025Q2: 713,310 shares 713,310$8.49M0.67%0
GUTSFRACTYL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,770,901 shares; 2024Q4: 4,770,901 shares; 2025Q1: 4,770,901 shares; 2025Q2: 4,770,901 shares 4,770,901$7.73M0.61%0Timeline
NEUEHEALTH INCNEUEHEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999,218 shares; 2024Q4: 999,218 shares; 2025Q1: 999,218 shares; 2025Q2: 999,218 shares 999,218$6.89M0.55%0
TCRXTSCAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245,504 shares; 2024Q4: 1,245,504 shares; 2025Q1: 1,245,504 shares; 2025Q2: 1,245,504 shares 1,245,504$1.81M0.14%0Timeline

How Q2 2025 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 0000950123-25-008414 base2025-08-14acceptance time not in the bulk data set