Deer Management Co. LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Deer Management Co. LLC reported 12 stock positions worth $486.1 million. Its top holding was Rocket Lab USA (RKLB) at 40.2% of the portfolio, followed by Okta (OKTA, 18.5%) and Weave Communications (WEAV, 11.1%). Compared with Q1 2024, it reduced 2. The biggest sale was VELO3D (shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- LARCHMONT, NY
- CIK
- 0001494127
- Portfolio Value
- $486.1M (Q2 2024)
- SEC Filing
- 0000950123-24-008776 ↗ filed Aug 14, 2024
Holdings Value
Holdings 12 stocks · $486.1M
| RKLB Rocket Lab USA Inc. | 40.23% | 40,738,544 | $195.5M | No change |
| OKTA Okta Inc. | 18.48% | 959,683 | $89.8M | Reduce -3.3% |
| WEAV Weave Communications Inc. | 11.13% | 6,000,369 | $54.1M | No change |
| LAW CS Disco Inc. | 10.61% | 8,652,826 | $51.6M | No change |
| RGTI Rigetti Computing Inc. | 4.75% | 21,582,218 | $23.1M | No change |
| GUTS Fractyl Health Inc. | 4.19% | 4,770,901 | $20.4M | No change |
| FVRR Fiverr International Ltd. | 2.71% | 561,426 | $13.2M | No change |
| KYMR Kymera Therapeutics Inc. | 2.55% | 415,895 | $12.4M | No change |
| SPIR Spire Global Inc. | 1.99% | 893,310 | $9.7M | No change |
| TCRX Tscan Therapeutics Inc. | 1.50% | 1,245,504 | $7.3M | No change |
| NEUE Neuehealth Inc. | 1.12% | 999,218 | $5.4M | No change |
| VELO3D INC | 0.74% | 1,081,837 | $3.6M | Reduce -97.1% |
Portfolio Sells Q1 2024 → Q2 2024
| VELO3D INC | Reduce -97.1% | 0.74% | −2.39 |
| OKTA Okta Inc. | Reduce -3.3% | 18.48% | −0.33 |
Portfolio Buys Q1 2024 → Q2 2024
| None this quarter. | |||
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 |