Managers / Q4 2022 · view latest →
Battery Management Corp.
CIK 0001548594 · ONE MARINA PARK DRIVE, SUITE 1100, BOSTON, MA, 02210 · 617-948-3600
Summary
Battery Management Corp. reported $535M in U.S.-listed holdings across 7 positions for Q4 2022.
The portfolio is heavily concentrated: CXM alone accounts for 35.3% of reported value.
The book was largely unchanged from Q3 2022.
Portfolio Metrics
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, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 100.0% · $535M
Quarter-over-Quarter Changes full breakdown →
vs Q3 2022 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| BRZEBraze Inc. | HELD | +0 | 5.28M | −$40M | $144M |
| AMPLAmplitude Inc. | HELD | +0 | 6.08M | +$39M | $133M |
| CXMSprinklr Inc. | HELD | +0 | 23.14M | −$24M | $189M |
| CSBRChampions Oncology Inc. | HELD | +0 | 2.42M | −$7M | $11M |
| AFRMAffirm Holdings Inc. | HELD | +0 | 617.6K | −$6M | $6M |
| OLOGBXOlo Inc. | HELD | +0 | 2.84M | −$5M | $18M |
| SUMO2EURSumo Logic Inc. | HELD | +0 | 4.26M | +$3M | $34M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2022
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | CXMSprinklr Inc.history → | CL A | 35.34% | $189M | 23.14M |
| 2 | BRZEBraze Inc.history → | COM CL A | 26.93% | $144M | 5.28M |
| 3 | AMPLAmplitude Inc.history → | COM CL A | 24.81% | $133M | 6.08M |
| 4 | SUMO2EURSumo Logic Inc.history → | COM | 6.45% | $34M | 4.26M |
| 5 | OLOGBXOlo Inc.history → | CL A | 3.32% | $18M | 2.84M |
| 6 | CSBRChampions Oncology Inc.history → | COM NEW | 2.04% | $11M | 2.42M |
| 7 | AFRMAffirm Holdings Inc.history → | COM CL A | 1.12% | $6M | 617.6K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $426M | 5 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $623M | 5 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $525M | 5 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $569M | 6 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $687M | 7 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $781M | 7 | Feb 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $325M | 5 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $381M | 5 | Aug 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $453M | 5 | May 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $559M | 5 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $382M | 5 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $485M | 7 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $694M | 8 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $535M | 7 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $575M | 7 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $603M | 8 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $657M | 9 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $741M | 9 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $2.1B | 11 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.8B | 10 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $785M | 8 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $395M | 6 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
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 ↗.