Q3 2025 · 13F-HR
Deer Management Co. LLCholdings as filed
Filed 2025-11-14 · accession 0001193125-25-283002
$1.12B
Reported value
9
Positions
2025-09-30
Period end
The Brief · Deer Management Co. LLC · Q3 2025
AI · grounded in 13F
Deer Management Co. LLC established a new position in TTAN valued at $633.9M. The fund also initiated a new stake in STUB for $371.1M. Additional new positions include LAW at $55.9M and KYMR at $18.4M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81764X103 | TTAN | SERVICETITAN, INC. | $633.9M | 56.7% | 6,287,267 | Common | SOLE |
| 86384P109 | STUB | STUBHUB HOLDINGS, INC. | $371.1M | 33.2% | 22,038,489 | Common | SOLE |
| 126327105 | LAW | CS DISCO, INC. | $55.9M | 5.00% | 8,652,826 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS, INC. | $18.4M | 1.65% | 325,895 | Common | SOLE |
| M4R82T106 | FVRR | FIVERR INTERNATIONAL LTD. | $13.7M | 1.23% | 561,426 | Common | SOLE |
| 848560108 | NSHEUR | SPIRE GLOBAL, INC. | $7.8M | 0.70% | 713,310 | Common | SOLE |
| 35168W103 | GUTS | FRACTYL HEALTH, INC. | $7.6M | 0.68% | 4,770,901 | Common | SOLE |
| 10920V404 | — | NEUEHEALTH, INC. | $6.7M | 0.60% | 999,218 | Common | SOLE |
| 89854M101 | TCRX | TSCAN THERAPEUTICS, INC. | $2.3M | 0.20% | 1,245,504 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.