Deer Management Co. LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Deer Management Co. LLC reported 9 stock positions worth $1.1 billion. Its top holding was Servicetitan Class A (TTAN) at 56.7% of the portfolio, followed by Stubhub Class A (STUB, 33.2%) and CS Disco (LAW, 5.0%). Compared with Q2 2025, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Stubhub Class A (STUB) and the biggest sale an exit from Rocket Lab USA (RKLB).
- Most Recent 13F
- Q2 2026
- Location
- LARCHMONT, NY
- CIK
- 0001494127
- Portfolio Value
- $1.1B (Q3 2025)
- SEC Filing
- 0001193125-25-283002 ↗ filed Nov 14, 2025
Holdings Value
Holdings 9 stocks · $1.1B
| TTAN Servicetitan Inc. Class A | 56.73% | 6,287,267 | $633.9M | Reduce -22.7% |
| STUB Stubhub Holdings Inc. Class A | 33.21% | 22,038,489 | $371.1M | New |
| LAW CS Disco Inc. | 5.00% | 8,652,826 | $55.9M | No change |
| KYMR Kymera Therapeutics Inc. | 1.65% | 325,895 | $18.4M | No change |
| FVRR Fiverr International Ltd. | 1.23% | 561,426 | $13.7M | No change |
| SPIR Spire Global Inc. | 0.70% | 713,310 | $7.8M | No change |
| GUTS Fractyl Health Inc. | 0.68% | 4,770,901 | $7.6M | No change |
| NEUE Neuehealth Inc. | 0.60% | 999,218 | $6.7M | No change |
| TCRX Tscan Therapeutics Inc. | 0.20% | 1,245,504 | $2.3M | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| STUB Stubhub Holdings Inc. Class A | New | 33.21% | +33.21 |
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 |