13D Management LLC

CIK

1600133

Location

New York, NY

Portfolio Value

Micro $18,290,504

Diversification

Diversified

Filing Date

Global Rank

#6,486 / 8,586 ▼ 291

Top Industry

Software - Infrastructure 11.9%

3Y Alpha vs SPY

-8.5%

Period ended 3 months ago

Filed May 15, 2026 · 32d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+43.2%

SPY

+78.1%

Annualised alpha

-8.5%

Max drawdown

−25.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.9%

+1.6 pts

Top 5

52.6%

+9.5 pts

Top 10

85.1%

+11.8 pts

HHI

847

Diversified+166

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	30.7%	$19,809,418	4
Technology	28.4%	$18,290,504	3
Consumer Cyclical	24.8%	$15,970,767	4
Communication Services	9.3%	$6,017,977	1
Industrials	6.8%	$4,408,284	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
MRCY	Mercury Systems Inc	−43,300	60,462	$4,408,284
VSAT	Viasat Inc	−37,000	164,750	$7,545,550
EXEL	Exelixis, Inc.	−19,000	101,335	$4,346,258
CRL	Charles River Laboratories International, Inc.	−2,200	25,800	$4,450,500
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
ACHC	Acadia Healthcare Company, Inc.	294,000	$6,876,660
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
SWX	Southwest Gas Holdings, Inc.	63,798	$5,105,115
BILL	BILL Holdings, Inc.	90,000	$4,908,600
WEX	WEX Inc.	29,350	$4,372,563
LW	Lamb Weston Holdings, Inc.	76,001	$3,183,681
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $18,290,504 total · Technology only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WK	Workiva Inc Technology	Held	52,000	0	$3,100,760	−30.9%	16.95%
VSAT	Viasat Inc Technology	Reduced	164,750	-37,000	$7,545,550	+8.5%	41.25%
TWLO	Twilio Inc Technology	Held	60,755	0	$7,644,194	−11.5%	41.79%