account_balance
Investment manager · 13F filer · SEC CIK 1600133
13D Management LLC
Reported value$71.3Mas of Jun 30, 2026
Positions11 1 new, 3 sold out
Top 10 weight94.4%VSAT alone is 16%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 11 stocks.
VSATViasat Inc
15.9%Trimmed −23%
TWLOTwilio Inc
11.3%Trimmed −36%
MRCYMercury Systems Inc
10.4%
PSOPearson PLC
10.2%
ALVAutoliv Inc
9.1%
CRLCharles River Laboratories International, Inc.
8.2%
SNPSSynopsys Inc
7.9%New
EXELExelixis, Inc.
7.7%
ETSYEtsy Inc
7.6%
ITGRInteger Holdings Corp
6.2%
FUNSix Flags Entertainment Corporation
5.6%
VSATViasat Inc
15.9%Trimmed −23%
TWLOTwilio Inc
11.3%Trimmed −36%
MRCYMercury Systems Inc
10.4%
PSOPearson PLC
10.2%
ALVAutoliv Inc
9.1%
CRLCharles River Laboratories International, Inc.
8.2%
SNPSSynopsys Inc
7.9%
EXELExelixis, Inc.
7.7%
ETSYEtsy Inc
7.6%
ITGRInteger Holdings Corp
6.2%
FUNSix Flags Entertainment Corporation
5.6%
Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 11 as a list
VSAT Viasat Inc 15.9% Trimmed −23%TWLO Twilio Inc 11.3% Trimmed −36%MRCY Mercury Systems Inc 10.4% HeldPSO Pearson PLC 10.2% HeldALV Autoliv Inc 9.1% HeldCRL Charles River Laboratories International, Inc. 8.2% HeldSNPS Synopsys Inc 7.9% NewEXEL Exelixis, Inc. 7.7% HeldETSY Etsy Inc 7.6% HeldITGR Integer Holdings Corp 6.2% HeldFUN Six Flags Entertainment Corporation 5.6% Held
What changed
Biggest moves since Mar 31, 2026
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