§ 13F · FUND PROFILE
13D Management LLC.
AUM · $104M (13F)Positions · 18Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VSAT | VIASAT INC | 126K | $11M | 15.9% | −23% |
| 2 | TWLO | TWILIO INC | 39K | $8M | 11.3% | −36% |
| 3 | MRCY | MERCURY SYS INC | 60K | $7M | 10.4% | ±0% |
| 4 | PSO | PEARSON PLC | 458K | $7M | 10.2% | ±0% |
| 5 | ALV | AUTOLIV INC | 56K | $6M | 9.1% | ±0% |
| 6 | CRL | CHARLES RIV LABS INTL INC | 26K | $6M | 8.2% | ±0% |
| 7 | SNPS | SYNOPSYS INC | 13K | $6M | 7.9% | NEW |
| 8 | EXEL | EXELIXIS INC | 101K | $6M | 7.7% | ±0% |
| 9 | ETSY | ETSY INC | 72K | $5M | 7.6% | ±0% |
| 10 | ITGR | INTEGER HLDGS CORP | 47K | $4M | 6.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 13D SIGNAL
AC read
13D Management LLC is a Other fund managing $104 million in assets. The fund runs a focused portfolio of just 18 positions.
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