Battery Management Corp.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Battery Management Corp. reported 5 stock positions worth $622.8 million. Its top holding was Servicetitan Class A (TTAN) at 56.4% of the portfolio, followed by Kodiak AI (KDK, 19.9%) and Braze Class A (BRZE, 18.0%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 1 and reduced 2. The biggest buy was a new position in Kodiak AI (KDK) and the biggest sale Servicetitan Class A (TTAN, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001548594
- Portfolio Value
- $622.8M (Q4 2025)
- SEC Filing
- 0001548594-26-000003 ↗ filed Feb 17, 2026
Holdings Value
Holdings 5 stocks · $622.8M
| TTAN Servicetitan Inc. Class A | 56.43% | 3,299,941 | $351.4M | Reduce -18.8% |
| KDK Kodiak AI Inc. | 19.91% | 11,356,669 | $124.0M | New |
| BRZE Braze Inc. Class A | 17.98% | 3,264,864 | $112.0M | Add +34.6% |
| CXM Sprinklr Inc. Class A | 2.99% | 2,396,334 | $18.6M | Reduce -13.5% |
| CSBR Champions Oncology Inc. | 2.69% | 2,421,673 | $16.7M | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $368.3M | TTAN, BRZE, KDK, CSBR, CXM |
| Q1 2026 | 5 | $425.8M | TTAN, BRZE, KDK, CXM, CSBR |
| Q4 2025 | 5 | $622.8M | TTAN, KDK, BRZE, CXM, CSBR |
| Q3 2025 | 5 | $524.8M | TTAN, BRZE, CXM, CSBR, ZETA |
| Q2 2025 | 6 | $569.2M | TTAN, CXM, BRZE, CSBR, ZETA |
| Q1 2025 | 7 | $687.4M | TTAN, CXM, BRZE, AMPL, CSBR |
| Q4 2024 | 7 | $781.4M | TTAN, CXM, AMPL, BRZE, CSBR |
| Q3 2024 | 5 | $325.0M | BRZE, CXM, AMPL, CSBR, PETXQ |
| Q2 2024 | 5 | $380.9M | BRZE, CXM, AMPL, CSBR, PETXQ |
| Q1 2024 | 5 | $453.5M | BRZE, CXM, AMPL, CSBR, PETXQ |