What does Deer Management Co. LLC hold?

Deer Management Co. LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include STUB, XNDU, HNGE. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1494127.

What is Deer Management Co. LLC's AUM?

Deer Management Co. LLC reported approximately $812.2M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $20.2B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Deer Management Co. LLC's holdings?

All Deer Management Co. LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1494127. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Deer Management Co. LLC's 13F data updated on 13F Pro?

Deer Management Co. LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Deer Management Co. LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1494127

Institutional-grade research for retail investors

Email me the moment this fund files its next 13F

13F Reported Value

ⓘ

$812.2M

Holdings

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Deer Management Co. LLC disclosed 9 positions worth $812.2M in its Form 13F-HR for Q2 2026, led by $STUB (StubHub Holdings, Inc.) at 34.9% of the equity portfolio, followed by $XNDU and $HNGE. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $XNDU and a full exit from $FVRR. The portfolio is most concentrated in Technology (61.5% of disclosed assets). All figures are sourced directly from Deer Management Co. LLC’s Form 13F-HR filing with the SEC under CIK 1494127.

AI Fund Analysis

Stable

Sector Allocation

TechnologyCommunication ServicesHealthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

Click any card to unlock

Top Holdings

AI Quality Scored

StubHub Holdings, Inc.
$STUB
49.3#1,667
Quality
$283.6M22,038,489 sh
Xanadu Quantum Technologies Ltd
$XNDU
—
Quality
$275.9M22,785,156 sh
Hinge Health, Inc.
$HNGE
74.9#105
Quality
$158.4M1,908,707 sh
CS Disco, Inc.
$LAW
26.3
Quality
$32.7M8,652,826 sh
ServiceTitan, Inc.
$TTAN
49.2
Quality
$32.0M4,568,064 sh
Kymera Therapeutics, Inc.
$KYMR
28.4
Quality
$14.4M125,895 sh
Spire Global, Inc.
$SPIR
12.5
Quality
$10.0M538,310 sh
FRACTYL HEALTH, INC.
$GUTS
10.0
Quality
$3.8M4,770,901 sh
TScan Therapeutics, Inc.
$TCRX
13.9
Quality
$1.2M1,245,504 sh

Company	Quality	Value	Shares
StubHub Holdings, Inc.$STUB	49.3#1,667	$283.6M	22,038,489
Xanadu Quantum Technologies Ltd$XNDU	—	$275.9M	22,785,156
Hinge Health, Inc.$HNGE	74.9#105	$158.4M	1,908,707
CS Disco, Inc.$LAW	26.3	$32.7M	8,652,826
ServiceTitan, Inc.$TTAN	49.2	$32.0M	4,568,064
Kymera Therapeutics, Inc.$KYMR	28.4	$14.4M	125,895
Spire Global, Inc.$SPIR	12.5	$10.0M	538,310
FRACTYL HEALTH, INC.$GUTS	10.0	$3.8M	4,770,901
TScan Therapeutics, Inc.$TCRX	13.9	$1.2M	1,245,504

Unlock AI quality scores for every holding

32-signal composite ranking on each of Deer Management Co. LLC's 9 positions.

Showing top 9 of 9 holdings.

Sector Allocation

Technology

$499.1M

Communication Services

$293.6M

Healthcare

$19.4M

Full Holdings — Deer Management Co. LLC (Q2 2026)

All 9 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$STUB	StubHub Holdings, Inc.	$283.6M	34.9%	+0%	49.3
2	$XNDU	Xanadu Quantum Technologies Ltd	$275.9M	34.0%	NEW	—
3	$HNGE	Hinge Health, Inc.	$158.4M	19.5%	-28%	74.9
4	$LAW	CS Disco, Inc.	$32.7M	4.0%	+0%	26.3
5	$TTAN	ServiceTitan, Inc.	$32.0M	3.9%	-10%	49.2
6	$KYMR	Kymera Therapeutics, Inc.	$14.4M	1.8%	+0%	28.4
7	$SPIR	Spire Global, Inc.	$10.0M	1.2%	-25%	12.5
8	$GUTS	FRACTYL HEALTH, INC.	$3.8M	0.5%	+0%	10
9	$TCRX	TScan Therapeutics, Inc.	$1.2M	0.1%	+0%	13.9

New Positions (1)

$XNDU Xanadu Quantum Technologies Ltd$275.9M

Exited Positions (1)

$FVRR Fiverr International Ltd.

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

to search all 8,700+ institutional filers.

Available Analysis

13F Pro tracks comprehensive institutional data for Deer Management Co. LLC including:

Full 13F portfolio with all holdings

Quarter-over-quarter position changes

Accumulation & distribution patterns

Sector allocation breakdown

Historical portfolio evolution

New positions & complete exits

Concentration analysis

Peer comparison with similar funds

AI-powered portfolio insights

Track Deer Management Co. LLC's Full Portfolio

See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Deer Management Co. LLC and 8,700+ other institutional investors.

View Pricing

Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

AI-Powered Hedge Fund Analysis: Deer Management Co. LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Deer Management Co. LLC (SEC CIK: 1494127), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Deer Management Co. LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.