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Manager Profile

13D Management LLC

Diversified · Technology 35%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q1 2026

Location

New York, NY

Portfolio Value

$64.5M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

Twilio Inc

Latest disclosed holding

Top 4

TWLO VSAT VSAT 00404A109 705015105

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
34.9%
Consumer Cyclical
25%
Healthcare
17.3%
Industrials
9%
Financial Services
7.6%
Utilities
6%
Basic Materials
0%
Communication Services
0%
Consumer Defensive
0%
Energy
0%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q1 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
Twilio Inc

Shares: 60.8K

7.6M

Position Value
2
Viasat Inc

Shares: 164.8K

7.5M

Position Value
3
Viasat Inc

Shares: 164.8K

7.5M

Position Value
4
ACADIA HEALTHCARE COMPANY IN

Shares: 294K

6.9M

Position Value
5
PEARSON PLC

Shares: 458.3K

6M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID