Vault-13

Deer Management Co. LLC

LARCHMONT, NY · CIK 1494127 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2022 · limited liability company

As an employer

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

CityCountryPeople
Larchmont, NY (main office)United States United States
New York, NYUnited States United States29
Redwood City, CAUnited States United States16
Bangalore2 officesIndia India12
San Francisco, CAUnited States United States8
Wellesley, MAUnited States United States8
Cambridge, MAUnited States United States6
Tel Aviv-YafoIsrael Israel5
LondonUnited Kingdom United Kingdom3
EbeneMauritius Mauritius1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$812.2m reported value +30.5% vs Q1 2026
9positions
100.0%in top 10
1 new 0 added 3 reduced 1 sold out vs Q1 2026

This report includes the holdings of 10 other managers that share the investment decisions:

2 more
  • Deer XI & Co. L.P. – no 13F of its own this quarter
  • Deer XI & Co. Ltd. – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 STUBHUB HLDGS INC CL A STUB STUB 22,038,489 $283.6m34.92% 34.92% UnchangedShares held: Q3 2025 22.0m, Q4 2025 22.0m, Q1 2026 22.0m, Q2 2026 22.0m
2 XANADU QUANTUM TECHNOLO LTD SUB VTG B XNDU XNDU 22,785,156 $275.9m33.97% 33.97% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 22.8m
3 HINGE HEALTH INC CL A HNGE HNGE 1,908,707 $158.4m19.51% 19.51% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 2.6m, Q2 2026 1.9m -725.0k -725,000 -27.5%
4 CS DISCO INC COM LAW LAW 8,652,826 $32.7m4.03% 4.03% UnchangedShares held: Q3 2025 8.7m, Q4 2025 8.7m, Q1 2026 8.7m, Q2 2026 8.7m
5 SERVICETITAN INC SHS CL A TTAN TTAN 4,568,064 $32.0m3.94% 3.94% ReducedShares held: Q3 2025 6.3m, Q4 2025 5.8m, Q1 2026 5.1m, Q2 2026 4.6m -500.0k -500,000 -9.9%
6 KYMERA THERAPEUTICS INC COM KYMR KYMR 125,895 $14.4m1.78% 1.78% UnchangedShares held: Q3 2025 325.9k, Q4 2025 230.8k, Q1 2026 125.9k, Q2 2026 125.9k
7 SPIRE GLOBAL INC COM CL A NSH NSH 538,310 $10.0m1.23% 1.23% ReducedShares held: Q3 2025 713.3k, Q4 2025 713.3k, Q1 2026 713.3k, Q2 2026 538.3k -175.0k -175,000 -24.5%
8 FRACTYL HEALTH INC COM COM 4,770,901 $3.8m0.47% 0.47% UnchangedShares held: Q3 2025 4.8m, Q4 2025 4.8m, Q1 2026 4.8m, Q2 2026 4.8m
9 TSCAN THERAPEUTICS INC COM TCRX TCRX 1,245,504 $1.2m0.15% 0.15% UnchangedShares held: Q3 2025 1.2m, Q4 2025 1.2m, Q1 2026 1.2m, Q2 2026 1.2m

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
FIVERR INTL LTD FVRR FVRR 561,426 $5.6m561.4k shares