Battery Management Corp.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Battery Management Corp. reported 5 stock positions worth $368.3 million. Its top holding was Servicetitan Class A (TTAN) at 49.7% of the portfolio, followed by Braze Class A (BRZE, 27.3%) and Kodiak AI (KDK, 15.7%). Compared with Q1 2026, it reduced 1. The biggest sale was Servicetitan Class A (TTAN, shares −22%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001548594
Portfolio Value
$368.3M (Q2 2026)
SEC Filing
0001548594-26-000010 ↗ filed Aug 14, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $453.5M Q1 2024 Q2 2024: $380.9M Q2 2024 Q3 2024: $325.0M Q3 2024 Q4 2024: $781.4M Q4 2024 Q1 2025: $687.4M Q1 2025 Q2 2025: $569.2M Q2 2025 Q3 2025: $524.8M Q3 2025 Q4 2025: $622.8M Q4 2025 Q1 2026: $425.8M Q1 2026 Q2 2026: $368.3M $368.3M Q2 2026

Holdings 5 stocks · $368.3M

TTAN Servicetitan Inc. Class A 49.67% 2,587,094 $182.9M Reduce -21.6%
BRZE Braze Inc. Class A 27.26% 4,628,289 $100.4M No change
KDK Kodiak AI Inc. 15.66% 11,356,669 $57.7M No change
CSBR Champions Oncology Inc. 4.05% 2,421,673 $14.9M No change
CXM Sprinklr Inc. Class A 3.36% 2,396,334 $12.4M No change

Portfolio Sells Q1 2026 → Q2 2026

TTAN Servicetitan Inc. Class A Reduce -21.6% 49.67% +0.49

Portfolio Buys Q1 2026 → Q2 2026

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$368.3MTTAN, BRZE, KDK, CSBR, CXM
Q1 2026 5$425.8MTTAN, BRZE, KDK, CXM, CSBR
Q4 2025 5$622.8MTTAN, KDK, BRZE, CXM, CSBR
Q3 2025 5$524.8MTTAN, BRZE, CXM, CSBR, ZETA
Q2 2025 6$569.2MTTAN, CXM, BRZE, CSBR, ZETA
Q1 2025 7$687.4MTTAN, CXM, BRZE, AMPL, CSBR
Q4 2024 7$781.4MTTAN, CXM, AMPL, BRZE, CSBR
Q3 2024 5$325.0MBRZE, CXM, AMPL, CSBR, PETXQ
Q2 2024 5$380.9MBRZE, CXM, AMPL, CSBR, PETXQ
Q1 2024 5$453.5MBRZE, CXM, AMPL, CSBR, PETXQ