Deer Management Co. LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Deer Management Co. LLC reported 8 stock positions worth $1.0 billion. Its top holding was Servicetitan Class A (TTAN) at 60.0% of the portfolio, followed by Stubhub Class A (STUB, 29.0%) and CS Disco (LAW, 6.5%). Compared with Q3 2025, it sold out of 1 and reduced 2. The biggest sale was an exit from Neuehealth (NEUE).
- Most Recent 13F
- Q2 2026
- Location
- LARCHMONT, NY
- CIK
- 0001494127
- Portfolio Value
- $1.0B (Q4 2025)
- SEC Filing
- 0001193125-26-054675 ↗ filed Feb 17, 2026
Holdings Value
Holdings 8 stocks · $1.0B
| TTAN Servicetitan Inc. Class A | 60.00% | 5,796,012 | $617.3M | Reduce -7.8% |
| STUB Stubhub Holdings Inc. Class A | 28.98% | 22,038,489 | $298.2M | No change |
| LAW CS Disco Inc. | 6.53% | 8,652,826 | $67.1M | No change |
| KYMR Kymera Therapeutics Inc. | 1.75% | 230,811 | $18.0M | Reduce -29.2% |
| FVRR Fiverr International Ltd. | 1.08% | 561,426 | $11.1M | No change |
| GUTS Fractyl Health Inc. | 1.02% | 4,770,901 | $10.5M | No change |
| SPIR Spire Global Inc. | 0.52% | 713,310 | $5.3M | No change |
| TCRX Tscan Therapeutics Inc. | 0.12% | 1,245,504 | $1.2M | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 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 |