Deer Management Co. LLC
Net buyer this quarter
$812M
9
+$171M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 STUB | $284M | 34.92% | Not reported | Not reported | Q3 2025 |
 XNDU | $276M | 33.97% | 7.65% | New | Q2 2026 |
 HNGE | $158M | 19.51% | 11.65% | -27.5% | Q1 2026 |
 LAW | $32.7M | 4.03% | 13.34% | Not reported | Q4 2021 |
 TTAN | $32M | 3.94% | 12.91% | -9.9% | Q4 2024 |
 KYMR | $14.4M | 1.78% | 0.15% | Not reported | Q4 2021 |
 SPIR | $10M | 1.23% | Not reported | -24.5% | Q4 2021 |
 GUTS | $3.79M | 0.47% | 3.01% | Not reported | Q1 2024 |
 TCRX | $1.22M | 0.15% | 5.19% | Not reported | Q4 2021 |
| Q1 2026 | |||||
| TTAN | $322M | 51.68% | 14.32% | -12.6% | Q4 2024 |
| STUB | $138M | 22.10% | Not reported | Not reported | Q3 2025 |
| HNGE | $102M | 16.32% | 16.08% | New | Q1 2026 |
| LAW | $33.1M | 5.31% | 13.49% | Not reported | Q4 2021 |
| KYMR | $10.5M | 1.69% | 0.15% | -45.5% | Q4 2021 |
| SPIR | $8.97M | 1.44% | Not reported | Not reported | Q4 2021 |
 FVRR | $5.63M | 0.90% | 1.56% | Not reported | Q4 2021 |
| GUTS | $2.19M | 0.35% | 3.01% | Not reported | Q1 2024 |
| TCRX | $1.26M | 0.20% | 5.19% | Not reported | Q4 2021 |
| Q4 2025 | |||||
| TTAN | $617M | 60.00% | 16.37% | -7.8% | Q4 2024 |
| STUB | $298M | 28.98% | Not reported | Not reported | Q3 2025 |
| LAW | $67.1M | 6.53% | 13.68% | Not reported | Q4 2021 |
| KYMR | $18M | 1.75% | 0.28% | -29.2% | Q4 2021 |
| FVRR | $11.1M | 1.08% | 1.56% | Not reported | Q4 2021 |
| GUTS | $10.5M | 1.02% | 3.11% | Not reported | Q1 2024 |
| SPIR | $5.35M | 0.52% | Not reported | Not reported | Q4 2021 |
| TCRX | $1.25M | 0.12% | 5.19% | Not reported | Q4 2021 |
| Q3 2025 | |||||
| TTAN | $634M | 56.73% | 17.76% | -22.7% | Q4 2024 |
| STUB | $371M | 33.21% | Not reported | New | Q3 2025 |
| LAW | $55.9M | 5.00% | 13.85% | Not reported | Q4 2021 |
| KYMR | $18.4M | 1.65% | 0.45% | Not reported | Q4 2021 |
| FVRR | $13.7M | 1.23% | 1.52% | Not reported | Q4 2021 |
| SPIR | $7.84M | 0.70% | Not reported | Not reported | Q4 2021 |
| GUTS | $7.59M | 0.68% | 3.61% | Not reported | Q1 2024 |
| NEUE | $6.66M | 0.60% | 11.07% | Not reported | Q1 2024 |
| TCRX | $2.27M | 0.20% | 5.19% | Not reported | Q4 2021 |