Filed: 8/14/2025ACC: 0000950123-25-008414
📋 What this filing means
DEER MANAGEMENT CO. LLC filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $1.26B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$1.26B
Total AUM (reported)
33.58M
Total Shares
Allocation by class
SHS CL A$872.26M69.3%
COM$369.14M29.3%
ORD SHS$16.47M1.3%
Portfolio Concentration
Top 3$1.20B95.6%
4–10$55.61M4.4%
Top 3 weight
95.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 33.58M
Sole
Full voting authority
33.58M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other9
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
SERVICETITAN, INC.
DFNDShares8.14M
TypeSH
Market value$872.26M
69.34%
Sole
8.14M
Shared
0.00
None
0.00
ROCKET LAB USA, INC.
DFNDShares8.17M
TypeSH
Market value$292.19M
23.23%
Sole
8.17M
Shared
0.00
None
0.00
CS DISCO, INC.
DFNDShares8.65M
TypeSH
Market value$37.81M
3.01%
Sole
8.65M
Shared
0.00
None
0.00
FIVERR INTERNATIONAL LTD.
DFNDShares561.43K
TypeSH
Market value$16.47M
1.31%
Sole
561.43K
Shared
0.00
None
0.00
KYMERA THERAPEUTICS, INC.
DFNDShares325.89K
TypeSH
Market value$14.22M
1.13%
Sole
325.89K
Shared
0.00
None
0.00
SPIRE GLOBAL, INC.
DFNDShares713.31K
TypeSH
Market value$8.49M
0.67%
Sole
713.31K
Shared
0.00
None
0.00
FRACTYL HEALTH, INC.
DFNDShares4.77M
TypeSH
Market value$7.73M
0.61%
Sole
4.77M
Shared
0.00
None
0.00
NEUEHEALTH, INC.
DFNDShares999.22K
TypeSH
Market value$6.89M
0.55%
Sole
999.22K
Shared
0.00
None
0.00
TSCAN THERAPEUTICS, INC.
DFNDShares1.25M
TypeSH
Market value$1.81M
0.14%
Sole
1.25M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SERVICETITAN, INC.DFND | SHS CL A | 8.14M | SH | $872.26M 69.34% | 8.14M | 0.00 | 0.00 |
ROCKET LAB USA, INC.DFND | COM | 8.17M | SH | $292.19M 23.23% | 8.17M | 0.00 | 0.00 |
CS DISCO, INC.DFND | COM | 8.65M | SH | $37.81M 3.01% | 8.65M | 0.00 | 0.00 |
FIVERR INTERNATIONAL LTD.DFND | ORD SHS | 561.43K | SH | $16.47M 1.31% | 561.43K | 0.00 | 0.00 |
KYMERA THERAPEUTICS, INC.DFND | COM | 325.89K | SH | $14.22M 1.13% | 325.89K | 0.00 | 0.00 |
SPIRE GLOBAL, INC.DFND | COM | 713.31K | SH | $8.49M 0.67% | 713.31K | 0.00 | 0.00 |
FRACTYL HEALTH, INC.DFND | COM | 4.77M | SH | $7.73M 0.61% | 4.77M | 0.00 | 0.00 |
NEUEHEALTH, INC.DFND | COM | 999.22K | SH | $6.89M 0.55% | 999.22K | 0.00 | 0.00 |
TSCAN THERAPEUTICS, INC.DFND | COM | 1.25M | SH | $1.81M 0.14% | 1.25M | 0.00 | 0.00 |