Deer Management Co. LLC
- SEC CIK
- 0001494127
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 9
- 0 vs. Q1 2026
- Portfolio value
- $812.2M
- +$189.9M (+30.5%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| STUBStubHub Holdings, Inc. | CL A | 22,038,489 | $283.6M | 34.9% | 00.0% | Unchanged | History |
| XNDUXanadu Quantum Technologies Ltd | SUB VTG B | 22,785,156 | $275.9M | 34.0% | +22,785,156 | New | History |
| HNGEHinge Health, Inc. | CL A | 1,908,707 | $158.4M | 19.5% | −725,000−27.5% | Reduced | History |
| LAWCS Disco, Inc. | COM | 8,652,826 | $32.7M | 4.0% | 00.0% | Unchanged | History |
| TTANServiceTitan, Inc. | SHS CL A | 4,568,064 | $32.0M | 3.9% | −500,000−9.9% | Reduced | History |
| KYMRKymera Therapeutics, Inc. | COM | 125,895 | $14.4M | 1.8% | 00.0% | Unchanged | History |
| SPIRSpire Global, Inc. | COM CL A | 538,310 | $10.0M | 1.2% | −175,000−24.5% | Reduced | History |
| GUTSFractyl Health, Inc. | COM | 4,770,901 | $3.79M | 0.5% | 00.0% | Unchanged | History |
| TCRXTScan Therapeutics, Inc. | COM | 1,245,504 | $1.22M | 0.2% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.