13D Management LLC — 13F holdings

13D Management LLC reported 11 holdings worth $71.3M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. VSAT VIASAT INC — $11.3M (15.9%)
2. TWLO TWILIO INC — $8.05M (11.3%)
3. MRCY MERCURY SYS INC — $7.40M (10.4%)
4. PSO PEARSON PLC — $7.28M (10.2%)
5. ALV Autoliv Inc — $6.49M (9.1%)
6. CRL CHARLES RIV LABS INTL INC — $5.85M (8.2%)
7. SNPS Synopsys Inc — $5.64M (7.9%)
8. EXEL EXELIXIS INC — $5.51M (7.7%)
9. ETSY ETSY INC — $5.41M (7.6%)
10. ITGR INTEGER HLDGS CORP — $4.39M (6.2%)