Filed: 2/17/2026ACC: 0001193125-26-054675
📋 What this filing means
DEER MANAGEMENT CO. LLC filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $1.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$1.03B
Total AUM (reported)
44.01M
Total Shares
Allocation by class
SHS CL A$617.28M60.0%
CL A$298.18M29.0%
COM$102.20M9.9%
ORD SHS$11.09M1.1%
Portfolio Concentration
Top 3$982.60M95.5%
4–10$46.14M4.5%
Top 3 weight
95.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 44.01M
Sole
Full voting authority
44.01M
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
Other8
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
SERVICETITAN, INC.
DFNDShares5.80M
TypeSH
Market value$617.28M
60.00%
Sole
5.80M
Shared
0.00
None
0.00
STUBHUB HOLDINGS, INC.
DFNDShares22.04M
TypeSH
Market value$298.18M
28.98%
Sole
22.04M
Shared
0.00
None
0.00
CS DISCO, INC.
DFNDShares8.65M
TypeSH
Market value$67.15M
6.53%
Sole
8.65M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS, INC.
DFNDShares230.81K
TypeSH
Market value$17.96M
1.75%
Sole
230.81K
Shared
0.00
None
0.00
FIVERR INTERNATIONAL LTD.
DFNDShares561.43K
TypeSH
Market value$11.09M
1.08%
Sole
561.43K
Shared
0.00
None
0.00
FRACTYL HEALTH, INC.
DFNDShares4.77M
TypeSH
Market value$10.50M
1.02%
Sole
4.77M
Shared
0.00
None
0.00
SPIRE GLOBAL, INC.
DFNDShares713.31K
TypeSH
Market value$5.35M
0.52%
Sole
713.31K
Shared
0.00
None
0.00
TSCAN THERAPEUTICS, INC.
DFNDShares1.25M
TypeSH
Market value$1.25M
0.12%
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 | 5.80M | SH | $617.28M 60.00% | 5.80M | 0.00 | 0.00 |
STUBHUB HOLDINGS, INC.DFND | CL A | 22.04M | SH | $298.18M 28.98% | 22.04M | 0.00 | 0.00 |
CS DISCO, INC.DFND | COM | 8.65M | SH | $67.15M 6.53% | 8.65M | 0.00 | 0.00 |
KYMERA THERAPEUTICS, INC.DFND | COM | 230.81K | SH | $17.96M 1.75% | 230.81K | 0.00 | 0.00 |
FIVERR INTERNATIONAL LTD.DFND | ORD SHS | 561.43K | SH | $11.09M 1.08% | 561.43K | 0.00 | 0.00 |
FRACTYL HEALTH, INC.DFND | COM | 4.77M | SH | $10.50M 1.02% | 4.77M | 0.00 | 0.00 |
SPIRE GLOBAL, INC.DFND | COM | 713.31K | SH | $5.35M 0.52% | 713.31K | 0.00 | 0.00 |
TSCAN THERAPEUTICS, INC.DFND | COM | 1.25M | SH | $1.25M 0.12% | 1.25M | 0.00 | 0.00 |