SEC 13F Intelligence

Managers / Q1 2026

Deer Management Co. LLC

CIK 0001494127 · C/O BESSEMER VENTURE PARTNERS, 1865 PALMER AVENUE, SUITE 104, LARCHMONT, NY, 10538 · 914.833.5300

Reported Value
$622M
Q1 2026
Positions
10
Filings on Record
18
2019–present window
Filed
May 15, 2026
original filing

Summary

Deer Management Co. LLC reported $622M in U.S.-listed holdings across 10 positions for Q1 2026.

The portfolio is heavily concentrated: TTAN alone accounts for 51.7% of reported value.

Compared with Q4 2025, the fund opened 1 new position and exited 0.

Portfolio Metrics

Turnover
+12.7%
vs prior filed quarter
Top-10 Concentration
+100.0%
share of reported value
Largest Position
+51.7%
Servicetitan

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $3.9BQ4 ’21Q1 ’22: $2.9BQ2 ’22: $1.5BQ3 ’22: $1.4BQ3 ’22Q4 ’22: $1.1BQ1 ’23: $1.1BQ2 ’23: $1.1BQ2 ’23Q3 ’23: $821MQ4 ’23: $773MQ1 ’24: $552MQ1 ’24Q2 ’24: $486MQ3 ’24: $630MQ4 ’24: $1.3BQ4 ’24Q1 ’25: $1.1BQ2 ’25: $1.3BQ3 ’25: $1.1BQ3 ’25Q4 ’25: $1.0BQ1 ’26: $622Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 99.1%Other: 0.9%
  • Common Stock · 99.1% · $617M
  • Other · 0.9% · $6M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
HNGEHINGE HEALTH, INC.NEW+2.63M2.63M+$102M$102M
KYMRKYMERA THERAPEUTICS, INC.TRIMMED−104.9K125.9K−$7M$10M
TTANSERVICETITAN, INC.TRIMMED−727.9K5.07M−$296M$322M
STUBSTUBHUB HOLDINGS, INC.HELD+022.04M−$161M$138M
LAWCS DISCO, INC.HELD+08.65M−$34M$33M
GUTSFRACTYL HEALTH, INC.HELD+04.77M−$8M$2M
FIVERR INTERNATIONAL LTD.HELD+0561.4K−$5M$6M
NSHEURSPIRE GLOBAL, INC.HELD+0713.3K+$4M$9M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

9 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1TTANSERVICETITAN, INC.history →SHS CL A51.68%$322M5.07M
2STUBSTUBHUB HOLDINGS, INC.history →CL A22.10%$138M22.04M
3HNGEHINGE HEALTH, INC.history →CL A16.32%$102M2.63M
4LAWCS DISCO, INC.history →COM5.31%$33M8.65M
5KYMRKYMERA THERAPEUTICS, INC.history →COM1.69%$10M125.9K
6NSHEURSPIRE GLOBAL, INC.history →COM1.44%$9M713.3K
7FIVERR INTERNATIONAL LTD.ORD SHS0.90%$6M561.4K
8GUTSFRACTYL HEALTH, INC.COM0.35%$2M4.77M
9TCRXTSCAN THERAPEUTICS, INC.COM0.20%$1M1.25M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$622M10May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.0B9Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.1B12Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.3B11Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.1B11May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.3B12Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$630M13Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$486M14Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$552M14May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$773M15Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$821M16Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.1B17Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.1B18May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.1B19Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.4B19Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.5B18Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$2.9B19May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$3.9B19Feb 14, 202213F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 8 additional managers.

  • Deer VII & Co. Ltd.
  • Deer VIII & Co. Ltd.
  • Deer IX & Co. Ltd.
  • Deer X & Co. Ltd.
  • Deer VII & Co. L.P.
  • Deer VIII & Co. L.P.
  • Deer IX & Co. L.P.
  • Deer X & Co. L.P.

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.