BATTERY MANAGEMENT CORP.
Long book
$425.8M
Q1 2026
Positions
5
Top-10 weight
100%
concentration
Last quarter
+7.1%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsBATTERY MANAGEMENT CORP. is a diversified fundamental manager, specialised in technology (97% of the long book), running a $425.8M US long book across 5 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SERVICETITAN INC-A, BRAZE INC-A, KODIAK AI INC, SPRINKLR INC-A, CHAMPIONS ONCOLOGY INC.
Over the last 9 quarters its long book ran on average 8.2pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-15.8%
Q2 2024
-14.1%
Q3 2024
+23.0%
Q4 2024
-7.0%
Q1 2025
+8.2%
Q2 2025
-5.5%
Q3 2025
+7.4%
Q4 2025
-36.8%
Q1 2026
+7.1%
Sector allocation
Technology 97%
Healthcare 3%
Long book by quarter
What does BATTERY own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 5 | $425.8M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 5 | $622.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 5 | $524.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 6 | $569.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 7 | $687.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 6, 2025 | 7 | $781.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 5 | $325.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 5 | $380.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 8, 2024 | 5 | $453.5M | canonical | SEC ↗ |