13D Management LLC

**13D Management LLC** is a focused, actively managed fund with $84M in assets under management. The portfolio maintains concentrated exposure across 16 distinct positions, notably allocating $8.6M to TWLO and $7.6M to MRCY. Key holdings also include significant allocations to VSAT ($7.0M), ALV ($6.6M), and PSO ($6.4M). This structure suggests a conviction-driven approach targeting specific market opportunities within its selected sectors.

📌 Top Holdings