Deer Management Co. LLC
CIK 1494127
13F filing for Q2 2026・No. 2,933
- Holdings
- US$812.16M
- Quarter change
- +US$189.87M
- Entries
- 10
- Net bought (estimate)
- +US$203.37M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 1
- Cut 3
- Added 0
- Corporate actions 0
- Unchanged 5
Largest holdings
9 stocks worth US$812.16M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| STUBSTUBHUB HOLDINGS, INC.CL A | Unchanged | 22,038,489 | US$283.64M | 34.92% |
| XANADU QUANTUM TECHNOLOGIES LTDSUB VTG B | New | 22,785,156 | US$275.93M | 33.97% |
| HNGEHINGE HEALTH, INC.CL A | Cut | 1,908,707 | US$158.42M | 19.51% |
| CS DISCO, INC.COM | Unchanged | 8,652,826 | US$32.71M | 4.03% |
| TTANSERVICETITAN, INC.SHS CL A | Cut | 4,568,064 | US$32.01M | 3.94% |
| KYMERA THERAPEUTICS, INC.COM | Unchanged | 125,895 | US$14.44M | 1.78% |
| SPIRE GLOBAL, INC.COM | Cut | 538,310 | US$10.01M | 1.23% |
| FRACTYL HEALTH, INC.COM | Unchanged | 4,770,901 | US$3.79M | 0.47% |
| TSCAN THERAPEUTICS, INC.COM | Unchanged | 1,245,504 | US$1.22M | 0.15% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.