13D Management LLC - Q42025 Holdings

13D Management LLC holds 16 stocks with a total portfolio value of $ 84.05M as of Q42025. In Q42025, 13D Management LLC added 4 new positions, increased stakes in 0 stocks, reduced 3 holdings, and fully exited 6 positions. The largest holding is Twilio Inc (TWLO), representing 10.28% of the total portfolio.