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Deer Management Co. LLC

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13F filer, CIK 1494127, LARCHMONT, NY

Deer Management Co. LLC reported $1,117,477,219 across 9 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-25-283002

Period
2025-09-30
Reported value
$1.12B
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
STUBnew+22,038,489$371M

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
ROCKET LAB USA INCexited-8,168,616-$292M
TTANreduced-1,851,014-$187M

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, Q3 2025

Share positions as resolved from 13F-HR 0001193125-25-283002, largest first. % of portfolio is the value over $1,117,477,219, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,001,101 shares; 2025Q1: 9,001,101 shares; 2025Q2: 8,138,281 shares; 2025Q3: 6,287,267 shares 6,287,267$634M56.73%-1,851,014Timeline
STUBSTUBHUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,038,489 shares 22,038,489$371M33.21%newTimeline
LAWCS DISCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 8,652,826 shares 8,652,826$55.9M5%0Timeline
KYMRKYMERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,895 shares; 2024Q4: 415,895 shares; 2025Q1: 415,895 shares; 2025Q2: 325,895 shares; 2025Q3: 325,895 shares 325,895$18.4M1.65%0Timeline
FVRRFIVERR INTL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561,426 shares; 2024Q4: 561,426 shares; 2025Q1: 561,426 shares; 2025Q2: 561,426 shares; 2025Q3: 561,426 shares 561,426$13.7M1.23%0Timeline
SPIRE GLOBAL, INC.SPIRE GLOBAL, INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893,310 shares; 2024Q4: 893,310 shares; 2025Q1: 713,310 shares; 2025Q2: 713,310 shares; 2025Q3: 713,310 shares 713,310$7.84M0.7%0
GUTSFRACTYL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,770,901 shares 4,770,901$7.59M0.68%0Timeline
NEUEHEALTH INCNEUEHEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999,218 shares; 2024Q4: 999,218 shares; 2025Q1: 999,218 shares; 2025Q2: 999,218 shares; 2025Q3: 999,218 shares 999,218$6.66M0.6%0
TCRXTSCAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,245,504 shares 1,245,504$2.27M0.2%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
ROCKET LAB USA INCROCKET LAB USA INC8,168,616$292Mshares

How Q3 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 0001193125-25-283002 base2025-11-14acceptance time not in the bulk data set