Filed: 5/15/2026ACC: 0001193125-26-226776
📋 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 $622.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$622.29M
Total AUM (reported)
45.81M
Total Shares
Allocation by class
SHS CL A$321.62M51.7%
CL A$239.08M38.4%
COM$55.97M9.0%
ORD SHS$5.63M0.9%
Portfolio Concentration
Top 3$560.70M90.1%
4–10$61.59M9.9%
Top 3 weight
90.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 46.54M
Sole
Full voting authority
46.54M
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.
DFNDShares5.07M
TypeSH
Market value$321.62M
51.68%
Sole
5.80M
Shared
0.00
None
0.00
STUBHUB HOLDINGS, INC.
DFNDShares22.04M
TypeSH
Market value$137.52M
22.10%
Sole
22.04M
Shared
0.00
None
0.00
HINGE HEALTH, INC.
DFNDShares2.63M
TypeSH
Market value$101.56M
16.32%
Sole
2.63M
Shared
0.00
None
0.00
CS DISCO, INC.
DFNDShares8.65M
TypeSH
Market value$33.05M
5.31%
Sole
8.65M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS, INC.
DFNDShares125.89K
TypeSH
Market value$10.49M
1.69%
Sole
125.89K
Shared
0.00
None
0.00
SPIRE GLOBAL, INC.
DFNDShares713.31K
TypeSH
Market value$8.97M
1.44%
Sole
713.31K
Shared
0.00
None
0.00
FIVERR INTERNATIONAL LTD.
DFNDShares561.43K
TypeSH
Market value$5.63M
0.90%
Sole
561.43K
Shared
0.00
None
0.00
FRACTYL HEALTH, INC.
DFNDShares4.77M
TypeSH
Market value$2.19M
0.35%
Sole
4.77M
Shared
0.00
None
0.00
TSCAN THERAPEUTICS, INC.
DFNDShares1.25M
TypeSH
Market value$1.26M
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 | 5.07M | SH | $321.62M 51.68% | 5.80M | 0.00 | 0.00 |
STUBHUB HOLDINGS, INC.DFND | CL A | 22.04M | SH | $137.52M 22.10% | 22.04M | 0.00 | 0.00 |
HINGE HEALTH, INC.DFND | CL A | 2.63M | SH | $101.56M 16.32% | 2.63M | 0.00 | 0.00 |
CS DISCO, INC.DFND | COM | 8.65M | SH | $33.05M 5.31% | 8.65M | 0.00 | 0.00 |
KYMERA THERAPEUTICS, INC.DFND | COM | 125.89K | SH | $10.49M 1.69% | 125.89K | 0.00 | 0.00 |
SPIRE GLOBAL, INC.DFND | COM | 713.31K | SH | $8.97M 1.44% | 713.31K | 0.00 | 0.00 |
FIVERR INTERNATIONAL LTD.DFND | ORD SHS | 561.43K | SH | $5.63M 0.90% | 561.43K | 0.00 | 0.00 |
FRACTYL HEALTH, INC.DFND | COM | 4.77M | SH | $2.19M 0.35% | 4.77M | 0.00 | 0.00 |
TSCAN THERAPEUTICS, INC.DFND | COM | 1.25M | SH | $1.26M 0.20% | 1.25M | 0.00 | 0.00 |