Deer Management Co. LLC
Deer Management Co. LLC reported 9 US-listed holdings worth $812.2 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Stubhub Hldgs Inc. (34.9%), Xanadu Quantum Technolo Ltd (34.0%) and Hinge Health Inc. (19.5%). Against the quarter before, it opened 1 position, added to 0, trimmed 3 and sold out of 1.
The 9 largest of its 9 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 +134.7% 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
Opened 1
- Xanadu Quantum Technolo Ltd XNDU$275.9 million
Trimmed 3
- Hinge Health Inc. HNGE-725,000 shares · -28%
- Servicetitan TTAN-500,000 shares · -10%
- Spire Global, Inc.-175,000 shares · -25%
Sold out of 1
- Fiverr Intl Ltd FVRR$5.6 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Stubhub Hldgs Inc. STUB | 22.0M | $283.6 million | 34.92% | no change |
| Xanadu Quantum Technolo Ltd XNDU | 22.8M | $275.9 million | 33.97% | new |
| Hinge Health Inc. HNGE | 1.9M | $158.4 million | 19.51% | -725.0K |
| CS Disco Inc. LAW | 8.7M | $32.7 million | 4.03% | no change |
| Servicetitan TTAN | 4.6M | $32.0 million | 3.94% | -500.0K |
| Kymera Therapeutics Inc. KYMR | 125.9K | $14.4 million | 1.78% | no change |
| Spire Global, Inc. | 538.3K | $10.0 million | 1.23% | -175.0K |
| Fractyl Health Inc. GUTS | 4.8M | $3.8 million | 0.47% | no change |
| Tscan Therapeutics Inc. TCRX | 1.2M | $1.2 million | 0.15% | no change |