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Institutional portfolios / 13F

13D Management LLC

A closer look at the portfolio, one quarter at a time.

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Portfolio snapshot

Q2 2026

Reported portfolio value
$71,335,118
As of June 30, 2026
Positions
11
Across disclosed securities
Top 5 weight
56.8%
Share of reported value

View SEC filing · Published 2026-08-14 13:21 UTC

Inside the portfolio

Reported holdings

By portfolio value ↓

Quarterly comparison unavailable: complete reports and corporate-action evidence are required. Reported holdings remain available below.

SecurityShares / principalReported valueWeightAdjusted quarterly change
VIASAT INCCOM · VSAT
Holding details

Reported CUSIP: 92552V100

Issuer filings on SEC

Reported row 11 · 0001172661-26-003515

Quarterly change unavailable. Security identity or split coverage is incomplete.

 126,250 SH $11,338,513 15.89%15.89% —Comparison unavailable
TWILIO INCCL A · TWLO
Holding details

Reported CUSIP: 90138F102

Issuer filings on SEC

Reported row 10 · 0001172661-26-003515

Quarterly change unavailable. Security identity or split coverage is incomplete.

 39,000 SH $8,046,870 11.28%11.28% —Comparison unavailable
MERCURY SYS INCCOM · MRCY
Holding details

Reported CUSIP: 589378108

Issuer filings on SEC

Reported row 6 · 0001172661-26-003515

Quarterly change unavailable. Security identity or split coverage is incomplete.

 60,462 SH $7,396,316 10.37%10.37% —Comparison unavailable
PEARSON PLCSPONSORED ADR
Holding details

Reported CUSIP: 705015105

Issuer filings on SEC

Reported row 7 · 0001172661-26-003515

Quarterly change unavailable. Security identity or split coverage is incomplete.

 458,338 SH $7,282,991 10.21%10.21% —Comparison unavailable
AUTOLIV INCCOM · ALV
Holding details

Reported CUSIP: 052800109

Issuer filings on SEC

Reported row 1 · 0001172661-26-003515

Quarterly change unavailable. Security identity or split coverage is incomplete.

 55,839 SH $6,486,817 9.09%9.09% —Comparison unavailable
CHARLES RIV LABS INTL INCCOM · CRL
Holding details

Reported CUSIP: 159864107

Issuer filings on SEC

Reported row 2 · 0001172661-26-003515

Quarterly change unavailable. Security identity or split coverage is incomplete.

 25,800 SH $5,851,182 8.20%8.20% —Comparison unavailable
SYNOPSYS INCCOM · SNPS
Holding details

Reported CUSIP: 871607107

Issuer filings on SEC

Reported row 9 · 0001172661-26-003515

Quarterly change unavailable. Security identity or split coverage is incomplete.

 12,650 SH $5,642,786 7.91%7.91% —Comparison unavailable
EXELIXIS INCCOM · EXEL
Holding details

Reported CUSIP: 30161Q104

Issuer filings on SEC

Reported row 4 · 0001172661-26-003515

Quarterly change unavailable. Security identity or split coverage is incomplete.

 101,335 SH $5,513,637 7.73%7.73% —Comparison unavailable
ETSY INCCOM
Holding details

Reported CUSIP: 29786A106

Issuer filings on SEC

Reported row 3 · 0001172661-26-003515

Quarterly change unavailable. Security identity or split coverage is incomplete.

 71,836 SH $5,411,406 7.59%7.59% —Comparison unavailable
INTEGER HLDGS CORPCOM · ITGR
Holding details

Reported CUSIP: 45826H109

Issuer filings on SEC

Reported row 5 · 0001172661-26-003515

Quarterly change unavailable. Security identity or split coverage is incomplete.

 47,000 SH $4,392,150 6.16%6.16% —Comparison unavailable
SIX FLAGS ENTERTAINMENT CORPCOM · FUN
Holding details

Reported CUSIP: 83001C108

Issuer filings on SEC

Reported row 8 · 0001172661-26-003515

Quarterly change unavailable. Security identity or split coverage is incomplete.

 186,500 SH $3,972,450 5.57%5.57% —Comparison unavailable