Deer Management Co. LLC holds a concentrated book of 9 stocks worth $622.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Hinge Health Inc-A and trimmed Servicetitan Inc-A. Their largest long position is Servicetitan Inc-A at 52% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1494127/holdings"
Use Arkolith to show Deer Management Co. LLC's latest holdings, largest changes, and filing provenance.
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
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, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Servicetitan, Inc. SHS CL A | $321.6M | 5.07M | 51.7% | ▼−13% Reduced · −728K sh | |
| 2 | Stubhub Holdings, Inc. CL A | $137.5M | 22.04M | 22.1% | —Held | |
| 3 | Hinge Health, Inc. CL A | $101.6M | 2.63M | 16.3% | ▲New New position | |
| 4 | CS Disco, Inc. COM | $33.1M | 8.65M | 5.3% | —Held | |
| 5 | Kymera Therapeutics, Inc. COM | $10.5M | 125.9K | 1.7% | ▼−45% Reduced · −105K sh | |
| 6 | Spire Global, Inc. COM | $9.0M | 713.3K | 1.4% | —Held | |
| 7 | Fiverr International LTD. ORD SHS | $5.6M | 561.4K | 0.9% | —Held | |
| 8 | Fractyl Health, Inc. COM | $2.2M | 4.77M | 0.4% | —Held | |
| 9 | Tscan Therapeutics, Inc. COM | $1.3M | 1.25M | 0.2% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.