13D Management LLC reported 11 holdings worth US$71.3M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
13D Management LLC reported 11 holdings worth US$71.3M as of Jun 30, 2026. Largest: Viasat, Inc., Twilio Inc. and Mercury Systems Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 11
- Value as reported
- US$71.3M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Viasat, Inc. | 126K | US$11.3M | 15.9% |
| Twilio Inc. | 39,000 | US$8.05M | 11.3% |
| Mercury Systems Inc | 60,462 | US$7.4M | 10.4% |
| Pearson Plc | 458K | US$7.28M | 10.2% |
| Autoliv, Inc. | 55,839 | US$6.49M | 9.1% |
| Charles River Laboratories International, Inc. | 25,800 | US$5.85M | 8.2% |
| Synopsys, Inc. | 12,650 | US$5.64M | 7.9% |
| Exelixis, Inc. | 101K | US$5.51M | 7.7% |
| Etsy, Inc. | 71,836 | US$5.41M | 7.6% |
| Integer Holdings Corporation | 47,000 | US$4.39M | 6.2% |
| Six Flags Entertainment Corporation | 187K | US$3.97M | 5.6% |
| Acadia Healthcare Company, Inc. | 0 | US$0 | 0.00% |
| Tripadvisor, Inc. | 0 | US$0 | 0.00% |
| Workiva Inc. | 0 | US$0 | 0.00% |