13F Insight
DOSSIER · 13F-HR · Q2 2026

13D Management LLC

$71M in tracked AUM across 11 positions as of Q2 2026.

1M
CIK 0001600133 · last filed Jun 30, 2026
Total AUM
$71M
as of Q2 2026
Holdings
11
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

13D Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VSAT
VIASAT INC
$11M126K15.9%02
TWLO
TWILIO INC
$8M39K11.3%03
MRCY
MERCURY SYS INC
$7M60K10.4%04
PSO
PEARSON PLC
$7M458K10.2%05
ALV
AUTOLIV INC
$6M56K9.1%06
CRL
CHARLES RIV LABS INTL INC
$6M26K8.2%07
SNPS
SYNOPSYS INC
$6M13K7.9%08
EXEL
EXELIXIS INC
$6M101K7.7%09
ETSY
ETSY INC
$5M72K7.6%10
ITGR
INTEGER HLDGS CORP
$4M47K6.2%

Filing history

2026Q2Jun 30
$71M▲ 10.6%
11 positionsView →2026Q1Mar 31
$64M▼ 23.3%
13 positionsView →2025Q4Dec 31
$84M▼ 19.4%
16 positionsView →2025Q3Sep 30
$104M▼ 4.8%
18 positionsView →2025Q2Jun 30
$110M▲ 106.4%
20 positionsLocked2025Q1Mar 31
$53M▼ 60.7%
20 positionsLocked2024Q4Dec 31
$135M▼ 1.0%
42 positionsLocked2024Q3Sep 30
$136M▼ 0.5%
43 positionsLocked2024Q2Jun 30
$137M▼ 16.3%
42 positionsLocked2024Q1Mar 31
$164M▼ 3.6%
56 positionsLocked2023Q4Dec 31
$170M▲ 5.7%
58 positionsLocked2023Q3Sep 30
$161M▼ 12.3%
56 positionsLocked
Showing 12 of 48