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Deer Management Co. LLC

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13F filer, CIK 1494127, LARCHMONT, NY

Deer Management Co. LLC reported $1,028,746,457 across 8 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-054675

Period
2025-12-31
Reported value
$1.03B
Holdings
8
Top 10 weight
100%
New
0
Sold out
1

Part of the filer group Deer Management Co. LLC

How groups are built

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TTANreduced-491,255-$52.3M
KYMRreduced-95,084-$7.4M
NEUEHEALTH INCexited-999,218-$6.66M

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, Q4 2025

Share positions as resolved from 13F-HR 0001193125-26-054675, largest first. % of portfolio is the value over $1,028,746,457, 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; 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; 2025Q4: 5,796,012 shares 5,796,012$617M60%-491,255Timeline
STUBSTUBHUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,038,489 shares; 2025Q4: 22,038,489 shares 22,038,489$298M28.98%0Timeline
LAWCS DISCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 8,652,826 shares 8,652,826$67.1M6.53%0Timeline
KYMRKYMERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,895 shares; 2024Q4: 415,895 shares; 2025Q1: 415,895 shares; 2025Q2: 325,895 shares; 2025Q3: 325,895 shares; 2025Q4: 230,811 shares 230,811$18M1.75%-95,084Timeline
FVRRFIVERR INTL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561,426 shares; 2024Q4: 561,426 shares; 2025Q1: 561,426 shares; 2025Q2: 561,426 shares; 2025Q3: 561,426 shares; 2025Q4: 561,426 shares 561,426$11.1M1.08%0Timeline
GUTSFRACTYL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,770,901 shares 4,770,901$10.5M1.02%0Timeline
SPIRE GLOBAL, INC.SPIRE GLOBAL, INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893,310 shares; 2024Q4: 893,310 shares; 2025Q1: 713,310 shares; 2025Q2: 713,310 shares; 2025Q3: 713,310 shares; 2025Q4: 713,310 shares 713,310$5.35M0.52%0
TCRXTSCAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,245,504 shares 1,245,504$1.25M0.12%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
NEUEHEALTH INCNEUEHEALTH INC999,218$6.66Mshares

How Q4 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 0001193125-26-054675 base2026-02-17acceptance time not in the bulk data set