13D Management LLC
Net seller this quarter
$71.3M
11
-$17.6M
94.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VSAT | $11.3M | 15.89% | 0.09% | -23.4% | Q3 2025 |
 TWLO | $8.05M | 11.28% | 0.03% | -35.8% | Q2 2024 |
 MRCY | $7.4M | 10.37% | 0.10% | Not reported | Q1 2022 |
 PSO | $7.28M | 10.21% | 0.07% | Not reported | Q2 2020 |
 ALV | $6.49M | 9.09% | 0.07% | Not reported | Q1 2018 |
 CRL | $5.85M | 8.20% | 0.05% | Not reported | Q2 2025 |
 SNPS | $5.64M | 7.91% | 0.01% | New | Q2 2026 |
 EXEL | $5.51M | 7.73% | 0.04% | Not reported | Q2 2023 |
 ETSY | $5.41M | 7.59% | 0.08% | Not reported | Q1 2024 |
 ITGR | $4.39M | 6.16% | 0.14% | Not reported | Q4 2025 |
 FUN | $3.97M | 5.57% | 0.18% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| TWLO | $7.64M | 11.85% | 0.04% | Not reported | Q2 2024 |
| VSAT | $7.55M | 11.70% | 0.12% | -18.3% | Q3 2025 |
 ACHC | $6.88M | 10.66% | 0.32% | New | Q1 2026 |
| PSO | $6.02M | 9.33% | 0.07% | Not reported | Q2 2020 |
| ALV | $5.87M | 9.10% | 0.07% | Not reported | Q1 2018 |
| CRL | $4.45M | 6.90% | 0.05% | -7.9% | Q2 2025 |
| MRCY | $4.41M | 6.83% | 0.10% | -41.7% | Q1 2022 |
| EXEL | $4.35M | 6.74% | 0.04% | -15.8% | Q2 2023 |
| ITGR | $4.14M | 6.41% | 0.14% | Not reported | Q4 2025 |
| ETSY | $3.59M | 5.57% | 0.08% | Not reported | Q1 2024 |
| FUN | $3.31M | 5.13% | 0.18% | Not reported | Q4 2025 |
 TRIP | $3.2M | 4.96% | 0.26% | Not reported | Q3 2025 |
 WK | $3.1M | 4.81% | Not reported | Not reported | Q4 2025 |
| Q4 2025 | |||||
| TWLO | $8.64M | 10.28% | 0.04% | Not reported | Q2 2024 |
| MRCY | $7.58M | 9.01% | 0.17% | -24.3% | Q1 2022 |
| VSAT | $6.95M | 8.27% | 0.15% | -24.4% | Q3 2025 |
| ALV | $6.63M | 7.89% | 0.07% | Not reported | Q1 2018 |
| PSO | $6.44M | 7.66% | 0.07% | Not reported | Q2 2020 |
| CRL | $5.59M | 6.65% | 0.06% | Not reported | Q2 2025 |
| EXEL | $5.27M | 6.28% | 0.04% | Not reported | Q2 2023 |
 SWX | $5.11M | 6.07% | 0.09% | Not reported | Q3 2022 |
 BILL | $4.91M | 5.84% | 0.09% | Not reported | Q3 2025 |
| WK | $4.49M | 5.34% | Not reported | New | Q4 2025 |
 WEX | $4.37M | 5.20% | 0.09% | New | Q4 2025 |
| TRIP | $4.37M | 5.20% | 0.26% | Not reported | Q3 2025 |
| ETSY | $3.98M | 4.74% | 0.07% | -7.7% | Q1 2024 |
| ITGR | $3.69M | 4.39% | 0.14% | New | Q4 2025 |
 LW | $3.18M | 3.79% | 0.05% | Not reported | Q4 2016 |
| FUN | $2.86M | 3.40% | 0.18% | New | Q4 2025 |
| Q3 2025 | |||||
| MRCY | $10.6M | 10.17% | 0.23% | Not reported | Q1 2022 |
 QRVO | $8.08M | 7.75% | 0.10% | Not reported | Q1 2025 |
| VSAT | $7.82M | 7.50% | 0.20% | New | Q3 2025 |
| ALV | $6.9M | 6.61% | 0.07% | Not reported | Q1 2018 |
| PSO | $6.49M | 6.22% | 0.07% | Not reported | Q2 2020 |
| TWLO | $6.08M | 5.83% | 0.04% | Not reported | Q2 2024 |
 ABG | $5.22M | 5.00% | 0.11% | -21.2% | Q3 2021 |
| ETSY | $5.17M | 4.95% | 0.08% | Not reported | Q1 2024 |
| SWX | $5M | 4.79% | 0.09% | -34.1% | Q3 2022 |
| EXEL | $4.97M | 4.76% | 0.04% | -16.1% | Q2 2023 |
| TRIP | $4.88M | 4.68% | 0.26% | New | Q3 2025 |
| BILL | $4.77M | 4.57% | 0.09% | New | Q3 2025 |
 MTCH | $4.69M | 4.50% | 0.06% | Not reported | Q2 2024 |
 PFGC | $4.47M | 4.29% | 0.03% | New | Q3 2025 |
| LW | $4.41M | 4.23% | 0.05% | -5.7% | Q4 2016 |
| CRL | $4.38M | 4.20% | 0.06% | Not reported | Q2 2025 |
 YETI | $4.38M | 4.20% | 0.17% | -19.5% | Q1 2025 |