Deer Management Co. LLC
Follow13F filer, CIK 1494127, LARCHMONT, NY
Deer Management Co. LLC reported $622,286,345 across 9 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-226776
- Period
- 2026-03-31
- Reported value
- $622M
- Holdings
- 9
- Top 10 weight
- 100%
- New
- 1
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| HNGEnew | +2,633,707 | $102M |
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
| Security | Shares change | Approx. value |
|---|---|---|
| TTANreduced | -727,948 | -$46.2M |
| KYMRreduced | -104,916 | -$8.74M |
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, Q1 2026
Share positions as resolved from 13F-HR 0001193125-26-226776, largest first. % of portfolio is the value over $622,286,345, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| TTANSERVICETITAN INC | 5,068,064 | $322M | 51.68% | -727,948 | Timeline | ||
| STUBSTUBHUB HLDGS INC | 22,038,489 | $138M | 22.1% | 0 | Timeline | ||
| HNGEHINGE HEALTH INC | 2,633,707 | $102M | 16.32% | new | Timeline | ||
| LAWCS DISCO INC | 8,652,826 | $33.1M | 5.31% | 0 | Timeline | ||
| KYMRKYMERA THERAPEUTICS INC | 125,895 | $10.5M | 1.69% | -104,916 | Timeline | ||
| SPIRE GLOBAL, INC.SPIRE GLOBAL, INC. | 713,310 | $8.97M | 1.44% | 0 | |||
| FVRRFIVERR INTL LTD | 561,426 | $5.63M | 0.9% | 0 | Timeline | ||
| GUTSFRACTYL HEALTH INC | 4,770,901 | $2.19M | 0.35% | 0 | Timeline | ||
| TCRXTSCAN THERAPEUTICS INC | 1,245,504 | $1.26M | 0.2% | 0 | Timeline |
How Q1 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001193125-26-226776 | base | 2026-05-15 | acceptance time not in the bulk data set |