1y return+44.2%S&P 500 +20.9%
3y return+54.1%S&P 500 +68.5%
5y return+34.7%S&P 500 +74.5%
10y return+201.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $302 against $357 in the S&P 500.2
13D Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VSATViasat Inc | $11.3M | 15.9% | −23.4% |
| TWLOTwilio Inc | $8.0M | 11.3% | −35.8% |
| MRCYMercury Sys Inc | $7.4M | 10.4% | |
| PSOPearson PLC | $7.3M | 10.2% | |
| ALVAutoliv Inc | $6.5M | 9.1% | |
| CRLCharles Riv Labs Intl Inc | $5.9M | 8.2% | |
| SNPSSynopsys Inc | $5.6M | 7.9% | New |
| EXELExelixis Inc | $5.5M | 7.7% | |
| ETSYEtsy Inc | $5.4M | 7.6% | |
| ITGRInteger Hldgs Corp | $4.4M | 6.2% | |
| FUNSix Flags Entertainment Corp | $4.0M | 5.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TWLOTwilio Inc | June 30, 2024 | +263.2% | $8.0M |
| MRCYMercury Sys Inc | September 30, 2023 | +229.8% | $7.4M |
| VSATViasat Inc | September 30, 2025 | +206.5% | $11.3M |
| EXELExelixis Inc | June 30, 2023 | +184.7% | $5.5M |
| PSOPearson PLC | June 30, 2020 | +119.8% | $7.3M |
| ALVAutoliv Inc | June 30, 2020 | +80.1% | $6.5M |
| CRLCharles Riv Labs Intl Inc | June 30, 2025 | +49.5% | $5.9M |
| FUNSix Flags Entertainment Corp | December 31, 2025 | +38.9% | $4.0M |
| ITGRInteger Hldgs Corp | December 31, 2025 | +19.2% | $4.4M |
| ETSYEtsy Inc | March 31, 2024 | +9.6% | $5.4M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +37.9% | +14.8% |
| March 31, 2026 | −4.4% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +4.7% | +10.5% |
| March 31, 2025 | −10.3% | −4.6% |
| December 31, 2024 | +0.3% | +2.1% |
| September 30, 2024 | +8.1% | +5.4% |
| June 30, 2024 | −7.2% | +4.0% |
| March 31, 2024 | +8.0% | +10.0% |
| December 31, 2023 | +13.7% | +11.2% |
| September 30, 2023 | −7.8% | −3.6% |
| June 30, 2023 | +0.4% | +8.3% |
| March 31, 2023 | +4.2% | +7.0% |
| December 31, 2022 | +11.2% | +7.1% |
| September 30, 2022 | −13.0% | −5.3% |
| June 30, 2022 | −13.4% | −16.5% |
| March 31, 2022 | −1.1% | −4.9% |
| December 31, 2021 | +2.7% | +10.7% |
| September 30, 2021 | −1.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: 13D Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1600133&type=13F-HR&dateb=&owner=include&count=40CIK 1600133
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1600133/000117266126003515/Filed August 14, 2026 · accession 0001172661-26-003515