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Asset Manager ← All Institutions

Deer Management Co. LLC

Q2 2025 · Filed 2025-08-14
Market Value
$966M
+3.2%
Holdings
8
-1
New Purchases
0
Added To
0
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FVRR 1.71% 1.42% +0.28% $16M
SPIR 0.88% 0.62% +0.26% $8M
KYMR 1.47% 1.22% +0.26% $14M
GUTS 0.80% 0.61% +0.19% $8M
LAW 3.92% 3.78% +0.14% $38M
TCRX 0.19% 0.18% +0.00% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TTAN 90.33% 91.45% -1.13% $872M
NEUE 0.71% 0.72% -0.01% $7M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $886M 91.8%
Small Cap 2 $25M 2.6%
Micro Cap 4 $54M 5.6%

Portfolio Analytics

Avg Market Cap
$1.8B
Median Market Cap
$299M
Avg P/E
12.0
Median P/E
12.0
Avg Dividend Yield
—%
Avg Beta
1.49
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TTAN 90.33% 8,138,281 $872M $107.18 $16M -862,820 -9.6%
2 LAW 3.92% 8,652,826 $38M $4.37 $2M
3 FVRR 1.71% 561,426 $16M $29.33 $3M
4 KYMR 1.47% 325,895 $14M $43.64 $3M -90,000 -21.6%
5 SPIR 0.88% 713,310 $8M $11.90 $3M
6 GUTS 0.80% 4,770,901 $8M $1.62 $2M
7 NEUE 0.71% 999,218 $7M $6.90 $140K
8 TCRX 0.19% 1,245,504 $2M $1.45 $87K
View SEC EDGAR Filings for Deer Management Co. LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms