DI
Deer IX & Co. Ltd. Historical SEC 13F Holdings & Archive (Q3 2021)
Deer IX & Co. Ltd.CIK: 0001655220
Concentrated strategyLong-term holderQuality / disciplined sizing
Total reported value
$971.4M
Reporting period: 2021-09-30 · Number of holdings: 6
Deer IX & Co. Ltd. disclosed 6 holdings in its latest 13F filing for the period ending 2021-09-30, with total reported value of $971.4M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 12
- Sizing Uniformity
- 88.79
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BTSG | BrightSpring Health Services, Inc. | Stock-Other | 48.88% | — | — | |
| 2 | ✓ | Velo3d Inc | Stock-Other | 29.36% | — | — | |
| 3 | ✓ | Otonomo Technologies LTD | Stock-Other | 8.62% | — | — | |
| 4 | NSHEUR | Spire Global Inc | Stock-Other | 8.45% | — | — | |
| 5 | KYMR | Kymera Therapeutics Inc | Stock-Other | 3.72% | — | -50.14% | |
| 6 | TCRX | Tscan Therapeutics Inc | Stock-Other | 0.96% | — | — |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Deer IX & Co. Ltd. and what type of investor is it?
Deer IX & Co. Ltd. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2021-09-30), the firm manages a tracked equity portfolio valued at approximately $971.4M, spread across 6 disclosed positions.
What are Deer IX & Co. Ltd.'s largest equity positions?
Based on the latest 13F filing, Deer IX & Co. Ltd.'s top holdings by market value are:
1. BrightSpring Health Services, Inc. (BTSG) — $474.8M (48.9%)
2. Velo3d Inc — $285.2M (29.4%)
3. Otonomo Technologies LTD — $83.8M (8.6%)
4. Spire Global Inc (NSHEUR) — $82.1M (8.4%)
5. Kymera Therapeutics Inc (KYMR) — $36.2M (3.7%)
What changes did Deer IX & Co. Ltd. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Deer IX & Co. Ltd. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Deer IX & Co. Ltd. focus on?
Sector breakdown data is not yet available for Deer IX & Co. Ltd.. Check back after the next 13F processing cycle.
Investment Profile
Deer IX & Co. Ltd.'s portfolio is concentrated and long-term-holding.
It has trimmed its KYMR position for two straight quarters, cutting it by $28.3M while still holding $36.2M.
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