Deer Management Co. LLC
- SEC CIK
- 0001494127
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 9
- 0 vs. Q2 2025
- Portfolio value
- $1.12B
- −$140.4M (−11.2%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TTANServiceTitan, Inc. | SHS CL A | 6,287,267 | $633.9M | 56.7% | −1,851,014−22.7% | Reduced | History |
| STUBStubHub Holdings, Inc. | CL A | 22,038,489 | $371.1M | 33.2% | +22,038,489 | New | History |
| LAWCS Disco, Inc. | COM | 8,652,826 | $55.9M | 5.0% | 00.0% | Unchanged | History |
| KYMRKymera Therapeutics, Inc. | COM | 325,895 | $18.4M | 1.7% | 00.0% | Unchanged | History |
| FVRRFiverr International Ltd. | ORD SHS | 561,426 | $13.7M | 1.2% | 00.0% | Unchanged | History |
| SPIRSpire Global, Inc. | COM CL A | 713,310 | $7.84M | 0.7% | 00.0% | Unchanged | History |
| GUTSFractyl Health, Inc. | COM | 4,770,901 | $7.59M | 0.7% | 00.0% | Unchanged | History |
| NEUENeueHealth, Inc. | COM NEW | 999,218 | $6.66M | 0.6% | 00.0% | Unchanged | History |
| TCRXTScan Therapeutics, Inc. | COM | 1,245,504 | $2.27M | 0.2% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.