Deer Management Co. LLC holds a concentrated book of 9 reported positions worth $812.2M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Xanadu Quantum Technolo-CL B and trimmed Hinge Health Inc-A. Their largest long position is Stubhub Holdings Inc-Class A at 35% of the reported non-option book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Deer Management Co. LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Stephens Group, LLC | 2 / 9 | $42.6M |
| BVF Inc | 2 / 9 | $449.5M |
| Yiheng Capital Management, L.P. | 2 / 9 | $20.2M |
| StepStone Group LP | 2 / 9 | $138.7M |
| Braidwell LP | 2 / 9 | $153.8M |
| Foresite Capital Management VI LLC | 2 / 9 | $35.1M |
| Baker Bros. Advisors LP | 2 / 9 | $995.5M |
| Lisanti Capital Growth, LLC | 2 / 9 | $15.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Deer Management Co. LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Stubhub Holdings, Inc. CL A | $283.6M | 22.04M | 34.9% | —Held | |
| 2 | Xanadu Quantum Technologies Ltd SUB VTG B | $275.9M | 22.79M | 34.0% | ▲New New position | |
| 3 | Hinge Health, Inc. CL A | $158.4M | 1.91M | 19.5% | ▼−28% Reduced · −725K sh | |
| 4 | CS Disco, Inc. COM | $32.7M | 8.65M | 4.0% | —Held | |
| 5 | Servicetitan, Inc. SHS CL A | $32.0M | 4.57M | 3.9% | ▼−9.9% Reduced · −500K sh | |
| 6 | Kymera Therapeutics, Inc. COM | $14.4M | 125.9K | 1.8% | —Held | |
| 7 | Spire Global, Inc. COM | $10.0M | 538.3K | 1.2% | ▼−25% Reduced · −175K sh | |
| 8 | Fractyl Health, Inc. COM | $3.8M | 4.77M | 0.5% | —Held | |
| 9 | Tscan Therapeutics, Inc. COM | $1.2M | 1.25M | 0.2% | —Held |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.