StockDriftsStockDriftsTop 8 Deer Management CO LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| STUB | STUBHUB HOLDINGS, INC. | 34.92% | 22.04M | $283.6M | +0.00%(+0) | $16.84(-52.02%) | 2026-06-30 | |
| HNGE | HINGE HEALTH, INC. | 19.51% | 1.91M | $158.4M | -27.53%(-725.00K) | $42.51(+108.19%) | 2026-06-30 | |
| LAW | CS DISCO, INC. | 4.03% | 8.65M | $32.7M | +0.00%(+0) | $41.84(-90.08%) | 2026-06-30 | |
| TTAN | SERVICETITAN, INC. | 3.94% | 4.57M | $32.0M | -9.87%(-500.00K) | $102.87(-12.12%) | 2026-06-30 | |
| KYMR | KYMERA THERAPEUTICS, INC. | 1.78% | 125.9K | $14.4M | +0.00%(+0) | $61.12(+92.08%) | 2026-06-30 | |
| SPIR | SPIRE GLOBAL, INC. | 1.23% | 538.3K | $10.0M | -24.53%(-175.00K) | $63.64(-78.08%) | 2026-06-30 | |
| GUTS | FRACTYL HEALTH, INC. | 0.47% | 4.77M | $3.8M | +0.00%(+0) | $7.40(-90.81%) | 2026-06-30 | |
| TCRX | TSCAN THERAPEUTICS, INC. | 0.15% | 1.25M | $1.2M | +0.00%(+0) | $6.42(-87.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +42.72% | +190.72% | — | — | +130.25% |
| Top 20 Holdings Unweighted | +48.14% | +225.10% | — | — | +80.95% |
Deer Management CO LLC reports $812.16M in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are STUB (34.9%), HNGE (19.5%) and LAW (4.0%). The top 20 holdings account for 66.03% of reported assets. Its disclosed equity book has returned +190.72% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Deer Management CO LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1494127). View Deer Management CO LLC’s 13F filings on SEC