Deer Management Co. LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Deer Management Co. LLC reported 10 stock positions worth $1.3 billion. Its top holding was Servicetitan Class A (TTAN) at 72.3% of the portfolio, followed by Rocket Lab USA (RKLB, 16.2%) and CS Disco (LAW, 3.4%). Compared with Q3 2024, it opened 1 new position, sold out of 2 and reduced 2. The biggest buy was a new position in Servicetitan Class A (TTAN) and the biggest sale Rocket Lab USA (RKLB, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- LARCHMONT, NY
- CIK
- 0001494127
- Portfolio Value
- $1.3B (Q4 2024)
- SEC Filing
- 0000950123-25-002804 ↗ filed Feb 14, 2025
Holdings Value
Holdings 10 stocks · $1.3B
| TTAN Servicetitan Inc. Class A | 72.30% | 9,001,101 | $925.9M | New |
| RKLB Rocket Lab USA Inc. | 16.25% | 8,168,616 | $208.1M | Reduce -77.7% |
| LAW CS Disco Inc. | 3.37% | 8,652,826 | $43.2M | No change |
| OKTA Okta Inc. | 2.76% | 448,740 | $35.4M | Reduce -52.5% |
| FVRR Fiverr International Ltd. | 1.39% | 561,426 | $17.8M | No change |
| KYMR Kymera Therapeutics Inc. | 1.31% | 415,895 | $16.7M | No change |
| SPIR Spire Global Inc. | 0.98% | 893,310 | $12.6M | No change |
| GUTS Fractyl Health Inc. | 0.77% | 4,770,901 | $9.8M | No change |
| NEUE Neuehealth Inc. | 0.58% | 999,218 | $7.4M | No change |
| TCRX Tscan Therapeutics Inc. | 0.30% | 1,245,504 | $3.8M | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| TTAN Servicetitan Inc. Class A | New | 72.30% | +72.30 |
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 |