13D Management LLC

CIK 1600133 · View on SEC EDGAR ↗

Portfolio value
$71.3M
#8,566 of 9,443 by 13F value · top 90.7%
Positions
11
As of
June 30, 2026

Portfolio value QoQ: +10.6% 13F does not disclose cash

Top 10 holdings weight
94.43%
Top 25 holdings weight
100.00%
Positions above 1%
11
Effective number of positions
10.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 8.31% Est. buys $5,642,786 · sells $21,121,814

Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 30.6% still held

New positions
1
Increased
0
Decreased
2
Closed
3
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+38.5%
S&P 500 total return (same window)
+28.1%
Excess return
+10.5%

Annualized: +24.3% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Healthcare
22.1%
Technology
19.2%
Communications
15.9%
Consumer Discretionary
14.7%
Industrials
10.4%
Diversified Consumer Services
10.2%
Retail
7.6%

Full portfolio 11 positions

Type Streak 8Q trend
VSAT ViaSat, Inc. - Common Stock $11,338,513 15.89% 126,250 $3,792,963 Down ×3
TWLO Twilio Inc. Class A Common Stock $8,046,870 11.28% 39,000 $402,676 Down ×1
MRCY Mercury Systems Inc - Common Stock $7,396,316 10.37% 60,462 $2,988,032
PSO Pearson, Plc Common Stock $7,282,991 10.21% 458,338 $1,265,013
ALV Autoliv, Inc. Common Stock $6,486,817 9.09% 55,839 $614,788
CRL Charles River Laboratories International, Inc. Common Stock $5,851,182 8.20% 25,800 $1,400,682
SNPS Synopsys, Inc. - Common Stock $5,642,786 7.91% 12,650 Up ×1
EXEL Exelixis, Inc. - Common Stock $5,513,637 7.73% 101,335 $1,167,379
ETSY Etsy, Inc. - Common Stock $5,411,406 7.59% 71,836 $1,821,043
ITGR Integer Holdings Corporation Common Stock $4,392,150 6.16% 47,000 $256,150
FUN Six Flags Entertainment Corporation Common Stock New $3,972,450 5.57% 186,500 $662,075

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
SNPS $5,642,786 12,650 7.91%

Top movers (QoQ)

Security Action Shares Δ Value Δ
VSAT Trimmed -38K +$3.8M
MRCY Price move only +0 +$3.0M
ETSY Price move only +0 +$1.8M
CRL Price move only +0 +$1.4M
PSO Price move only +0 +$1.3M
EXEL Price move only +0 +$1.2M
FUN Price move only +0 +$662K
ALV Price move only +0 +$615K
TWLO Trimmed -22K +$403K
ITGR Price move only +0 +$256K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
QRVO Dec. 31, 2025 88,740 $8,082,439 15.4%
NSIT June 30, 2025 47,714 $7,156,623 7.1%
ACHC June 30, 2026 294,000 $6,876,660 -1.6%
APD Sept. 30, 2025 23,900 $6,741,234 11.7%
JHG Dec. 31, 2025 134,654 $5,993,450 No longer tracked
CNI March 31, 2025 53,010 $5,381,045 31.8%
ABG Dec. 31, 2025 21,337 $5,215,830 -9.7%
RIOT Sept. 30, 2025 453,272 $5,121,974 -4.7%
SWX March 31, 2026 63,798 $5,105,116 6.0%
KVUE Sept. 30, 2025 235,309 $4,925,017 16.9%
BILL March 31, 2026 90,000 $4,908,600 28.8%
BLCO March 31, 2025 265,000 $4,785,900 20.9%
HR March 31, 2025 277,000 $4,695,150 13.7%
MTCH Dec. 31, 2025 132,779 $4,689,754 23.2%
PFGC Dec. 31, 2025 43,000 $4,473,720 16.7%
YETI Dec. 31, 2025 132,000 $4,379,760 -1.3%
WEX March 31, 2026 29,350 $4,372,563 27.4%
MIDD Sept. 30, 2025 26,097 $3,757,968 -14.1%
PENN Sept. 30, 2025 195,045 $3,485,454 -4.3%
VSTS Sept. 30, 2025 560,134 $3,209,568 192.6%
RPD June 30, 2025 120,873 $3,204,343 -47.8%
TRIP June 30, 2026 300,000 $3,198,000 -23.1%
LW March 31, 2026 76,001 $3,183,682 25.6%
WK June 30, 2026 52,000 $3,100,760 51.6%
FTRE March 31, 2025 129,001 $2,405,869 141.0%