Filed: 11/14/2025ACC: 0001193125-25-283002
📋 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 $1.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$1.12B
Total AUM (reported)
45.59M
Total Shares
Allocation by class
SHS CL A$633.95M56.7%
CL A$371.13M33.2%
COM$98.70M8.8%
ORD SHS$13.70M1.2%
Portfolio Concentration
Top 3$1.06B94.9%
4–10$56.51M5.1%
Top 3 weight
94.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 45.59M
Sole
Full voting authority
45.59M
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.
DFNDShares6.29M
TypeSH
Market value$633.95M
56.73%
Sole
6.29M
Shared
0.00
None
0.00
STUBHUB HOLDINGS, INC.
DFNDShares22.04M
TypeSH
Market value$371.13M
33.21%
Sole
22.04M
Shared
0.00
None
0.00
CS DISCO, INC.
DFNDShares8.65M
TypeSH
Market value$55.90M
5.00%
Sole
8.65M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS, INC.
DFNDShares325.89K
TypeSH
Market value$18.45M
1.65%
Sole
325.89K
Shared
0.00
None
0.00
FIVERR INTERNATIONAL LTD.
DFNDShares561.43K
TypeSH
Market value$13.70M
1.23%
Sole
561.43K
Shared
0.00
None
0.00
SPIRE GLOBAL, INC.
DFNDShares713.31K
TypeSH
Market value$7.84M
0.70%
Sole
713.31K
Shared
0.00
None
0.00
FRACTYL HEALTH, INC.
DFNDShares4.77M
TypeSH
Market value$7.59M
0.68%
Sole
4.77M
Shared
0.00
None
0.00
NEUEHEALTH, INC.
DFNDShares999.22K
TypeSH
Market value$6.66M
0.60%
Sole
999.22K
Shared
0.00
None
0.00
TSCAN THERAPEUTICS, INC.
DFNDShares1.25M
TypeSH
Market value$2.27M
0.20%
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 | 6.29M | SH | $633.95M 56.73% | 6.29M | 0.00 | 0.00 |
STUBHUB HOLDINGS, INC.DFND | CL A | 22.04M | SH | $371.13M 33.21% | 22.04M | 0.00 | 0.00 |
CS DISCO, INC.DFND | COM | 8.65M | SH | $55.90M 5.00% | 8.65M | 0.00 | 0.00 |
KYMERA THERAPEUTICS, INC.DFND | COM | 325.89K | SH | $18.45M 1.65% | 325.89K | 0.00 | 0.00 |
FIVERR INTERNATIONAL LTD.DFND | ORD SHS | 561.43K | SH | $13.70M 1.23% | 561.43K | 0.00 | 0.00 |
SPIRE GLOBAL, INC.DFND | COM | 713.31K | SH | $7.84M 0.70% | 713.31K | 0.00 | 0.00 |
FRACTYL HEALTH, INC.DFND | COM | 4.77M | SH | $7.59M 0.68% | 4.77M | 0.00 | 0.00 |
NEUEHEALTH, INC.DFND | COM | 999.22K | SH | $6.66M 0.60% | 999.22K | 0.00 | 0.00 |
TSCAN THERAPEUTICS, INC.DFND | COM | 1.25M | SH | $2.27M 0.20% | 1.25M | 0.00 | 0.00 |