Battery Management
BOSTON, MAfiles as BATTERY MANAGEMENT CORP.
$368m in 5 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 2.9% of the portfolio this quarter.
Value
$368m
Stocks
5
Top 10 share
100.0%
Turnover
2.9%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- ServiceTitanTTAN49.7% of the fund-22%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| ServiceTitanTTAN | 49.7% | $183m | 2,587,094 | -22% |
| BrazeBRZE | 27.3% | $100m | 4,628,289 | Held |
| Kodiak AIKDK | 15.7% | $58m | 11,356,669 | Held |
| Champions OncologyCSBR | 4.1% | $15m | 2,421,673 | Held |
| SprinklrCXM | 3.4% | $12m | 2,396,334 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 35.3% since 30 June 2025.
Where the money is
Technology95.9%
Health care4.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.