Deer Management Co. LLC reported 9 positions worth $812.16M for the quarter ended Jun 30, 2026, up 30.5% on the prior quarter. It opened 1 new position, added to 0, trimmed 3 and exited 1. Its largest holding is StubHub Holdings, Inc. at 34.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XNDU Xanadu Quantum Technologies Ltd | +22.79M | – | $275.93M | 33.97% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| XNDU Xanadu Quantum Technologies Ltd | +22.79M | $275.93M | 33.97% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| FVRR Fiverr International Ltd. | -561.4K | $5.63M | 0.904% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | STUB StubHub Holdings, Inc. | Technology | 22.04M | $283.64M | 34.92% | 0 | 0.0% | Unchanged | 6.2% |
| 2 | XNDU Xanadu Quantum Technologies Ltd | Technology | 22.79M | $275.93M | 33.97% | +22.79M | – | New | 0.37% |
| 3 | HNGE Hinge Health, Inc. | Healthcare | 1.91M | $158.42M | 19.51% | -725.0K | -27.5% | Reduced | 3.06% |
| 4 | LAW CS Disco, Inc. | Technology | 8.65M | $32.71M | 4.03% | 0 | 0.0% | Unchanged | 13.34% |
| 5 | TTAN ServiceTitan, Inc. | Technology | 4.57M | $32.01M | 3.94% | -500.0K | -9.9% | Reduced | 4.79% |
| 6 | KYMR Kymera Therapeutics, Inc. | Healthcare | 125.9K | $14.44M | 1.78% | 0 | 0.0% | Unchanged | 0.13% |
| 7 | SPIR Spire Global, Inc. | Technology | 538.3K | $10.01M | 1.23% | -175.0K | -24.5% | Reduced | 1.33% |
| 8 | GUTS Fractyl Health, Inc. | Healthcare | 397.6K | $3.79M | 0.466% | 0 | 0.0% | Unchanged | 3.01% |
| 9 | TCRX TScan Therapeutics, Inc. | Healthcare | 1.25M | $1.22M | 0.15% | 0 | 0.0% | Unchanged | 0.96% |
Tip. Select a row to see that position’s full history at Deer Management.
As of its Q2 2026 13F filing, Deer Management Co. LLC’s five largest positions were StubHub Holdings, Inc. (STUB) at 34.9%, Xanadu Quantum Technologies Ltd (XNDU) at 34.0%, Hinge Health, Inc. (HNGE) at 19.5%, CS Disco, Inc. (LAW) at 4.0%, ServiceTitan, Inc. (TTAN) at 3.9% of the reported portfolio.
Deer Management Co. LLC reported a 13F portfolio worth $812.16M across 9 positions for Q2 2026. That is up 30.5% from the previous quarter.
Its largest purchases by value were Xanadu Quantum Technologies Ltd ($275.93M). It opened 1 new positions.
Its largest sales by value were Hinge Health, Inc. ($60.18M), Fiverr International Ltd. ($5.63M), ServiceTitan, Inc. ($3.50M). It exited 1 positions entirely.
From the Form 13F-HR reports Deer Management Co. LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.