Battery Management Corp.
Battery Management Corp. reported 5 US-listed holdings worth $368.3 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Servicetitan (49.7%), Braze Inc. (27.3%) and Kodiak Ai Inc. (15.7%). Against the quarter before, it opened 0 positions, added to 0, trimmed 1 and sold out of 0.
The 5 largest of its 5 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -22.5% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Trimmed 1
- Servicetitan TTAN-712,847 shares · -22%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Servicetitan TTAN | 2.6M | $182.9 million | 49.67% | -712.8K |
| Braze Inc. BRZE | 4.6M | $100.4 million | 27.26% | no change |
| Kodiak Ai Inc. KDK | 11.4M | $57.7 million | 15.66% | no change |
| Champions Oncology Inc. CSBR | 2.4M | $14.9 million | 4.05% | no change |
| Sprinklr, Inc. CXM | 2.4M | $12.4 million | 3.36% | no change |