Deer Management Co. LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Deer Management Co. LLC reported 9 stock positions worth $812.2 million. Its top holding was Stubhub Class A (STUB) at 34.9% of the portfolio, followed by Xanadu Quantum Technolo Class B (XNDU, 34.0%) and Hinge Health Class A (HNGE, 19.5%). Compared with Q1 2026, it opened 1 new position, sold out of 1 and reduced 3. The biggest buy was a new position in Xanadu Quantum Technolo Class B (XNDU) and the biggest sale Servicetitan Class A (TTAN, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- LARCHMONT, NY
- CIK
- 0001494127
- Portfolio Value
- $812.2M (Q2 2026)
- SEC Filing
- 0001193125-26-352302 ↗ filed Aug 14, 2026
Holdings Value
Holdings 9 stocks · $812.2M
| STUB Stubhub Holdings Inc. Class A | 34.92% | 22,038,489 | $283.6M | No change |
| XNDU Xanadu Quantum Technolo Class B | 33.97% | 22,785,156 | $275.9M | New |
| HNGE Hinge Health Inc. Class A | 19.51% | 1,908,707 | $158.4M | Reduce -27.5% |
| LAW CS Disco Inc. | 4.03% | 8,652,826 | $32.7M | No change |
| TTAN Servicetitan Inc. Class A | 3.94% | 4,568,064 | $32.0M | Reduce -9.9% |
| KYMR Kymera Therapeutics Inc. | 1.78% | 125,895 | $14.4M | No change |
| SPIR Spire Global Inc. | 1.23% | 538,310 | $10.0M | Reduce -24.5% |
| GUTS Fractyl Health Inc. | 0.47% | 4,770,901 | $3.8M | No change |
| TCRX Tscan Therapeutics Inc. | 0.15% | 1,245,504 | $1.2M | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| XNDU Xanadu Quantum Technolo Class B | New | 33.97% | +33.97 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $812.2M | STUB, XNDU, HNGE, LAW, TTAN |
| Q1 2026 | 9 | $622.3M | TTAN, STUB, HNGE, LAW, KYMR |
| Q4 2025 | 8 | $1.0B | TTAN, STUB, LAW, KYMR, FVRR |
| Q3 2025 | 9 | $1.1B | TTAN, STUB, LAW, KYMR, FVRR |
| Q2 2025 | 9 | $1.3B | TTAN, RKLB, LAW, FVRR, KYMR |
| Q1 2025 | 9 | $1.1B | TTAN, RKLB, LAW, FVRR, KYMR |
| Q4 2024 | 10 | $1.3B | TTAN, RKLB, LAW, OKTA, FVRR |
| Q3 2024 | 11 | $630.0M | RKLB, OKTA, WEAV, LAW, KYMR |
| Q2 2024 | 12 | $486.1M | RKLB, OKTA, WEAV, LAW, RGTI |
| Q1 2024 | 12 | $551.7M | RKLB, OKTA, LAW, WEAV, GUTS |