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Battery Management reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 14 August 2026, signed by Christopher Schiavo, Chief Financial Officer. Retrieved 14 October 2026.

$368.3M
Reported 13F value
5
Positions
100.0%
In the 10 largest
−13.5%
Value vs. prior quarter

Battery Management’s reported 13F holdings total $368.3M across 5 positions as of 30 June 2026. The ten largest make up 100.0% of it, and its value fell 13.5% from the prior quarter.

Form 13F lists long positions in exchange-traded securities over which the filer had investment discretion, valued at quarter end. It excludes cash, bonds held outside 13(f) securities, private funds, and assets the firm does not have discretion over, so the $368.3M reported here is not the firm's $15.61B in regulatory assets, and it does not represent any individual client's portfolio.

Largest positions

Servicetitan Inc.SHS CL A$182,933,417
Class
SHS CL A
Share
49.7%
Braze Inc.COM CL A$100,387,588
Class
COM CL A
Share
27.3%
Kodiak AI Inc..COM$57,691,879
Class
COM
Share
15.7%
Champions Oncology Inc.COM NEW$14,917,506
Class
COM NEW
Share
4.1%
Sprinklr Inc.CL A$12,365,083
Class
CL A
Share
3.4%

The share class is shown on a wider screen.

The 5 largest of 5 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1548594
File number
028-20780
Options
0 call, 0 put
In the 25 largest
100.0%
Prior quarter
$425,806,066 at 31 March 2026
Positions opened
0
Positions closed
0

Common questions

What are Battery Management’s 13F holdings worth?

$368,295,473 across 5 positions for the quarter ended 30 June 2026.

What is Battery Management’s largest 13F holding?

SERVICETITAN INC (SHS CL A) was the largest position at $182,933,417, or 49.7% of reported 13F value, as of 30 June 2026.

How concentrated is Battery Management’s 13F portfolio?

The ten largest positions accounted for 100.0% of reported value and the twenty-five largest for 100.0%, across 5 positions as of 30 June 2026.

Does Form 13F show everything Battery Management manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Battery Management file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Battery Management profile

Sources

  1. Form 13F-HR, accession 0001548594-26-000010, filed 14 August 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001548594-26-000006, filed 15 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

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This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Battery Management Corp., and Niva Wealth is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.