1y return−37.0%S&P 500 +20.9%
3y return−45.7%S&P 500 +68.5%
5y return−71.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $28 against $200 in the S&P 500.2
Battery Management Corp.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TTANServicetitan Inc | $182.9M | 49.7% | −21.6% |
| BRZEBraze Inc | $100.4M | 27.3% | |
| KDKKodiak Ai Inc. | $57.7M | 15.7% | |
| CSBRChampions Oncology Inc | $14.9M | 4.1% | |
| CXMSprinklr Inc | $12.4M | 3.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TTANServicetitan Inc | December 31, 2024 | −31.3% | $182.9M |
| CSBRChampions Oncology Inc | December 31, 2020 | −42.9% | $14.9M |
| KDKKodiak Ai Inc. | December 31, 2025 | −53.5% | $57.7M |
| BRZEBraze Inc | December 31, 2021 | −71.9% | $100.4M |
| CXMSprinklr Inc | June 30, 2021 | −74.9% | $12.4M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −1.7% | +14.8% |
| March 31, 2026 | −36.8% | −4.6% |
| December 31, 2025 | +7.4% | +2.4% |
| September 30, 2025 | −5.5% | +7.8% |
| June 30, 2025 | +8.3% | +10.5% |
| March 31, 2025 | −7.0% | −4.6% |
| December 31, 2024 | +23.0% | +2.1% |
| September 30, 2024 | −14.7% | +5.4% |
| June 30, 2024 | −15.8% | +4.0% |
| March 31, 2024 | −10.0% | +10.0% |
| December 31, 2023 | +4.0% | +11.2% |
| September 30, 2023 | +3.3% | −3.6% |
| June 30, 2023 | +9.3% | +8.3% |
| March 31, 2023 | +34.9% | +7.0% |
| December 31, 2022 | −16.4% | +7.1% |
| September 30, 2022 | −4.4% | −5.3% |
| June 30, 2022 | −17.7% | −16.5% |
| March 31, 2022 | −33.4% | −4.9% |
| December 31, 2021 | −9.9% | +10.7% |
| September 30, 2021 | −9.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Battery Management Corp. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1548594&type=13F-HR&dateb=&owner=include&count=40CIK 1548594
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1548594/000154859426000010/Filed August 14, 2026 · accession 0001548594-26-000010