Filed: 8/14/2026ACC: 0001193125-26-352302
📋 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 $812.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$812.16M
Total AUM (reported)
66.63M
Total Shares
Allocation by class
CL A$442.06M54.4%
SUB VTG B$275.93M34.0%
COM$62.17M7.7%
SHS CL A$32.01M3.9%
Portfolio Concentration
Top 3$717.99M88.4%
4–10$94.17M11.6%
Top 3 weight
88.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 66.63M
Sole
Full voting authority
66.63M
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:
STUBHUB HOLDINGS, INC.
DFNDShares22.04M
TypeSH
Market value$283.64M
34.92%
Sole
22.04M
Shared
0.00
None
0.00
XANADU QUANTUM TECHNOLOGIES LTD
DFNDShares22.79M
TypeSH
Market value$275.93M
33.97%
Sole
22.79M
Shared
0.00
None
0.00
HINGE HEALTH, INC.
DFNDShares1.91M
TypeSH
Market value$158.42M
19.51%
Sole
1.91M
Shared
0.00
None
0.00
CS DISCO, INC.
DFNDShares8.65M
TypeSH
Market value$32.71M
4.03%
Sole
8.65M
Shared
0.00
None
0.00
SERVICETITAN, INC.
DFNDShares4.57M
TypeSH
Market value$32.01M
3.94%
Sole
4.57M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS, INC.
DFNDShares125.89K
TypeSH
Market value$14.44M
1.78%
Sole
125.89K
Shared
0.00
None
0.00
SPIRE GLOBAL, INC.
DFNDShares538.31K
TypeSH
Market value$10.01M
1.23%
Sole
538.31K
Shared
0.00
None
0.00
FRACTYL HEALTH, INC.
DFNDShares4.77M
TypeSH
Market value$3.79M
0.47%
Sole
4.77M
Shared
0.00
None
0.00
TSCAN THERAPEUTICS, INC.
DFNDShares1.25M
TypeSH
Market value$1.22M
0.15%
Sole
1.25M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STUBHUB HOLDINGS, INC.DFND | CL A | 22.04M | SH | $283.64M 34.92% | 22.04M | 0.00 | 0.00 |
XANADU QUANTUM TECHNOLOGIES LTDDFND | SUB VTG B | 22.79M | SH | $275.93M 33.97% | 22.79M | 0.00 | 0.00 |
HINGE HEALTH, INC.DFND | CL A | 1.91M | SH | $158.42M 19.51% | 1.91M | 0.00 | 0.00 |
CS DISCO, INC.DFND | COM | 8.65M | SH | $32.71M 4.03% | 8.65M | 0.00 | 0.00 |
SERVICETITAN, INC.DFND | SHS CL A | 4.57M | SH | $32.01M 3.94% | 4.57M | 0.00 | 0.00 |
KYMERA THERAPEUTICS, INC.DFND | COM | 125.89K | SH | $14.44M 1.78% | 125.89K | 0.00 | 0.00 |
SPIRE GLOBAL, INC.DFND | COM | 538.31K | SH | $10.01M 1.23% | 538.31K | 0.00 | 0.00 |
FRACTYL HEALTH, INC.DFND | COM | 4.77M | SH | $3.79M 0.47% | 4.77M | 0.00 | 0.00 |
TSCAN THERAPEUTICS, INC.DFND | COM | 1.25M | SH | $1.22M 0.15% | 1.25M | 0.00 | 0.00 |