§ 13F · FUND PROFILE
Deer Management Co. LLC.
AUM · $812M (13F)Positions · 10Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$276M 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 | XNDU | XANADU QUANTUM TECHNOLOGIES LTD | 22.79M | $276M | 34.0% | NEW |
| 2 | STUB | STUBHUB HOLDINGS, INC. | 20.32M | $262M | 32.2% | ±0% |
| 3 | HNGE | HINGE HEALTH, INC. | 1.91M | $158M | 19.5% | −28% |
| 4 | LAW | CS DISCO, INC. | 8.65M | $33M | 4.0% | ±0% |
| 5 | TTAN | SERVICETITAN, INC. | 4.57M | $32M | 3.9% | −10% |
| 6 | STUB | STUBHUB HOLDINGS, INC. | 1.72M | $22M | 2.7% | — |
| 7 | KYMR | KYMERA THERAPEUTICS, INC. | 126K | $14M | 1.8% | ±0% |
| 8 | NSHEUR | SPIRE GLOBAL, INC. | 538K | $10M | 1.2% | −25% |
| 9 | GUTS | FRACTYL HEALTH, INC. | 4.77M | $4M | 0.5% | ±0% |
| 10 | TCRX | TSCAN THERAPEUTICS, INC. | 1.25M | $1M | 0.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DEER SIGNAL
AC read
Deer Management Co. LLC is a Other fund managing $812 million in assets. The fund runs a focused portfolio of just 10 positions.
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