Skip to main content

Deer IX & Co. Ltd.

Location
Larchmont, NY
Portfolio Value
Micro $46,565,183
Diversification
Highly concentrated
Filing Date
Global Rank
#5,031 / 5,929 ▼ 160 · as of Sep 2021
Top Industry
Biotechnology 100.0%
3Y Alpha vs SPY
+40.8%
Period ended 4 years ago
Filed Nov 15, 2021 · 4y
4 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio
+322.5%
SPY
+76.0%
Annualised alpha
+40.9%
Max drawdown
−65.0%

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

2 positions · as of Sep 30, 2021 · Δ vs Jun 30, 2021
Top Position
77.7%
−22.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,534
Dec 2020 → Sep 2021 · range 6,534 – 10,000
Highly concentrated−3,466

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2021
Sector % Portfolio Value
Healthcare 100.0% $46,565,183

Last Quarter's Activity

Export CSV
Sep 30, 2021 vs Jun 30, 2021

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
1 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
2 positions · $46,565,183 total · as of Sep 30, 2021
Ticker Company Shares Value (USD) % of Portfolio History