Deer Management Co. LLC
- SEC CIK
- 0001494127
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 8
- −1 vs. Q3 2025
- Portfolio value
- $1.03B
- −$88.7M (−7.9%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TTANServiceTitan, Inc. | SHS CL A | 5,796,012 | $617.3M | 60.0% | −491,255−7.8% | Reduced | History |
| STUBStubHub Holdings, Inc. | CL A | 22,038,489 | $298.2M | 29.0% | 00.0% | Unchanged | History |
| LAWCS Disco, Inc. | COM | 8,652,826 | $67.1M | 6.5% | 00.0% | Unchanged | History |
| KYMRKymera Therapeutics, Inc. | COM | 230,811 | $18.0M | 1.7% | −95,084−29.2% | Reduced | History |
| FVRRFiverr International Ltd. | ORD SHS | 561,426 | $11.1M | 1.1% | 00.0% | Unchanged | History |
| GUTSFractyl Health, Inc. | COM | 4,770,901 | $10.5M | 1.0% | 00.0% | Unchanged | History |
| SPIRSpire Global, Inc. | COM CL A | 713,310 | $5.35M | 0.5% | 00.0% | Unchanged | History |
| TCRXTScan Therapeutics, Inc. | COM | 1,245,504 | $1.25M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.