Deer Management Co. LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Deer Management Co. LLC reported 9 stock positions worth $622.3 million. Its top holding was Servicetitan Class A (TTAN) at 51.7% of the portfolio, followed by Stubhub Class A (STUB, 22.1%) and Hinge Health Class A (HNGE, 16.3%). Compared with Q4 2025, it opened 1 new position and reduced 2. The biggest buy was a new position in Hinge Health Class A (HNGE) and the biggest sale Servicetitan Class A (TTAN, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- LARCHMONT, NY
- CIK
- 0001494127
- Portfolio Value
- $622.3M (Q1 2026)
- SEC Filing
- 0001193125-26-226776 ↗ filed May 15, 2026
Holdings Value
Holdings 9 stocks · $622.3M
| TTAN Servicetitan Inc. Class A | 51.68% | 5,068,064 | $321.6M | Reduce -12.6% |
| STUB Stubhub Holdings Inc. Class A | 22.10% | 22,038,489 | $137.5M | No change |
| HNGE Hinge Health Inc. Class A | 16.32% | 2,633,707 | $101.6M | New |
| LAW CS Disco Inc. | 5.31% | 8,652,826 | $33.1M | No change |
| KYMR Kymera Therapeutics Inc. | 1.69% | 125,895 | $10.5M | Reduce -45.5% |
| SPIR Spire Global Inc. | 1.44% | 713,310 | $9.0M | No change |
| FVRR Fiverr International Ltd. | 0.90% | 561,426 | $5.6M | No change |
| GUTS Fractyl Health Inc. | 0.35% | 4,770,901 | $2.2M | No change |
| TCRX Tscan Therapeutics Inc. | 0.20% | 1,245,504 | $1.3M | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| HNGE Hinge Health Inc. Class A | New | 16.32% | +16.32 |
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 |