Deer Management Co. LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Deer Management Co. LLC reported 9 stock positions worth $1.1 billion. Its top holding was Servicetitan Class A (TTAN) at 79.1% of the portfolio, followed by Rocket Lab USA (RKLB, 13.5%) and CS Disco (LAW, 3.3%). Compared with Q4 2024, it sold out of 1 and reduced 1. The biggest sale was an exit from Okta (OKTA).
- Most Recent 13F
- Q2 2026
- Location
- LARCHMONT, NY
- CIK
- 0001494127
- Portfolio Value
- $1.1B (Q1 2025)
- SEC Filing
- 0000950123-25-005728 ↗ filed May 15, 2025
Holdings Value
Holdings 9 stocks · $1.1B
| TTAN Servicetitan Inc. Class A | 79.11% | 9,001,101 | $856.1M | No change |
| RKLB Rocket Lab USA Inc. | 13.50% | 8,168,616 | $146.1M | No change |
| LAW CS Disco Inc. | 3.27% | 8,652,826 | $35.4M | No change |
| FVRR Fiverr International Ltd. | 1.23% | 561,426 | $13.3M | No change |
| KYMR Kymera Therapeutics Inc. | 1.05% | 415,895 | $11.4M | No change |
| NEUE Neuehealth Inc. | 0.62% | 999,218 | $6.8M | No change |
| SPIR Spire Global Inc. | 0.53% | 713,310 | $5.8M | Reduce -20.1% |
| GUTS Fractyl Health Inc. | 0.52% | 4,770,901 | $5.7M | No change |
| TCRX Tscan Therapeutics Inc. | 0.16% | 1,245,504 | $1.7M | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| 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 |