Deer Management Co. LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Deer Management Co. LLC reported 9 stock positions worth $1.3 billion. Its top holding was Servicetitan Class A (TTAN) at 69.3% of the portfolio, followed by Rocket Lab USA (RKLB, 23.2%) and CS Disco (LAW, 3.0%). Compared with Q1 2025, it reduced 2. The biggest sale was Servicetitan Class A (TTAN, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- LARCHMONT, NY
- CIK
- 0001494127
- Portfolio Value
- $1.3B (Q2 2025)
- SEC Filing
- 0000950123-25-008414 ↗ filed Aug 14, 2025
Holdings Value
Holdings 9 stocks · $1.3B
| TTAN Servicetitan Inc. Class A | 69.34% | 8,138,281 | $872.3M | Reduce -9.6% |
| RKLB Rocket Lab USA Inc. | 23.23% | 8,168,616 | $292.2M | No change |
| LAW CS Disco Inc. | 3.01% | 8,652,826 | $37.8M | No change |
| FVRR Fiverr International Ltd. | 1.31% | 561,426 | $16.5M | No change |
| KYMR Kymera Therapeutics Inc. | 1.13% | 325,895 | $14.2M | Reduce -21.6% |
| SPIR Spire Global Inc. | 0.67% | 713,310 | $8.5M | No change |
| GUTS Fractyl Health Inc. | 0.61% | 4,770,901 | $7.7M | No change |
| NEUE Neuehealth Inc. | 0.55% | 999,218 | $6.9M | No change |
| TCRX Tscan Therapeutics Inc. | 0.14% | 1,245,504 | $1.8M | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 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 |