Institutional Fund
13d Management LLC
New York, NYCIK 16001335 filings on record
Portfolio Value
$64.50M
Q1 2026
Holdings
13
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-23.3%
from $84.05M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Twilio Inc11.9%
- Viasat Inc11.7%
- Acadia Healthcare Company In10.7%
- Pearson PLC9.3%
- Autoliv Inc9.1%
- Charles Riv Labs Intl Inc6.9%
- Other40.5%
Portfolio Holdings
13 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Twilio Inc | 60.8K | $7.64M | 11.9% | 0 | Held |
| 2 | Viasat Inc | 164.8K | $7.55M | 11.7% | −37.0K | Reduced |
| 3 | Acadia Healthcare Company In | 294.0K | $6.88M | 10.7% | +294.0K | New |
| 4 | Pearson PLC | 458.3K | $6.02M | 9.3% | 0 | Held |
| 5 | Autoliv Inc | 55.8K | $5.87M | 9.1% | 0 | Held |
| 6 | Charles Riv Labs Intl Inc | 25.8K | $4.45M | 6.9% | −2.2K | Reduced |
| 7 | Mercury Sys Inc | 60.5K | $4.41M | 6.8% | −43.3K | Reduced |
| 8 | Exelixis Inc | 101.3K | $4.35M | 6.7% | −19.0K | Reduced |
| 9 | Integer Hldgs Corp | 47.0K | $4.14M | 6.4% | 0 | Held |
| 10 | Etsy Inc | 71.8K | $3.59M | 5.6% | 0 | Held |
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