Deer Management Co. LLC
CIK: 0001494127SEC EDGAR →
Portfolio Value
$1.0T
Holdings
8
As of
Q4 2025
New Positions
1
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SERVICETITAN, INC. | 5,796,012 | $617.3B | 60.00% |
| 2 | STUBHUB HOLDINGS, INC. | 22,038,489 | $298.2B | 28.98% |
| 3 | CS DISCO, INC. | 8,652,826 | $67.1B | 6.53% |
| 4 | KYMERA THERAPEUTICS, INC. | 230,811 | $18.0B | 1.75% |
| 5 | FIVERR INTERNATIONAL LTD. | 561,426 | $11.1B | 1.08% |
| 6 | FRACTYL HEALTH, INC. | 4,770,901 | $10.5B | 1.02% |
| 7 | SPIRE GLOBAL, INC. | 713,310 | $5.3B | 0.52% |
| 8 | TSCAN THERAPEUTICS, INC. | 1,245,504 | $1.2B | 0.12% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 3 | $982.6B | 95.5% |
| Healthcare | 3 | $29.7B | 2.9% |
| Communication Services | 1 | $11.1B | 1.1% |
| Unknown | 1 | $5.3B | 0.5% |