13D Management LLC

New York, NY · CIK 1600133 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2024 · limited liability company

$71.3m reported value +10.6% vs Q1 2026

11positions

94.4%in top 10

1 new 0 added 2 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

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

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VIASAT INC COM VSAT	VSAT	126,250	$11.3m15.89%	15.89%	Reduced -38.5k	-38,500 -23.4%
2	TWILIO INC CL A TWLO	TWLO	39,000	$8.0m11.28%	11.28%	Reduced -21.8k	-21,755 -35.8%
3	MERCURY SYS INC COM MRCY	MRCY	60,462	$7.4m10.37%	10.37%	Unchanged
4	PEARSON PLC SPONSORED ADR PSO	PSO	458,338	$7.3m10.21%	10.21%	Unchanged
5	AUTOLIV INC COM ALV	ALV	55,839	$6.5m9.09%	9.09%	Unchanged
6	CHARLES RIV LABS INTL INC COM CRL	CRL	25,800	$5.9m8.20%	8.20%	Unchanged
7	SYNOPSYS INC COM SNPS	SNPS	12,650	$5.6m7.91%	7.91%	New
8	EXELIXIS INC COM EXEL	EXEL	101,335	$5.5m7.73%	7.73%	Unchanged
9	ETSY INC COM ETSY	ETSY	71,836	$5.4m7.59%	7.59%	Unchanged
10	INTEGER HLDGS CORP COM ITGR	ITGR	47,000	$4.4m6.16%	6.16%	Unchanged
11	SIX FLAGS ENTERTAINMENT CORP COM FUN	FUN	186,500	$4.0m5.57%	5.57%	Unchanged

Security	Ticker	Shares held before	Value then
ACADIA HEALTHCARE COMPANY IN ACHC	ACHC	294,000	$6.9m294.0k shares
TRIPADVISOR INC TRIP	TRIP	300,000	$3.2m300.0k shares
WORKIVA INC WK	WK	52,000	$3.1m52.0k shares