2026 Q2 Portfolio Activity
In 2026 Q2, Battery Management Corp. maintained a portfolio of 5 distinct positions. The fund also reduced its exposure to SERVICETITAN INC by 21.6%.
Position History
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Total Positions
5
Quarter
2026 Q2
Top Holding
TTAN (49.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Battery Management Corp. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TTAN
SERVICETITAN IN...
|
Technology | 49.67% | 49.18% |
#1
Prev: #1
|
6.0 |
—
|
-712,847 | -21.6% |
P
S
|
2,587,094 | $182,933,417 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BRZE
BRAZE INC
|
Technology | 27.26% | 25.66% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
4,628,289 | $100,387,588 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KDK
KODIAK AI INC.
|
Technology | 15.66% | 18.51% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
11,356,669 | $57,691,879 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CSBR
CHAMPIONS ONCOL...
|
Healthcare | 4.05% | 3.27% |
#4
1
Prev: #5
|
3.1 |
—
|
no change | no change |
P
S
|
2,421,673 | $14,917,506 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CXM
SPRINKLR INC
|
Technology | 3.36% | 3.38% |
#5
1
Prev: #4
|
2.8 |
—
|
no change | no change |
P
S
|
2,396,334 | $12,365,083 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-5 of 5 holdings