Crossover · Multi-stage · Boston, MA
Battery Management
Q4 2025 · compared with Q3 2025
Filed as Battery Management Corp.
Software venture and buyout.
- Software
- $606M
- Weight of 13F
- 97.3%
- Names
- 4
- Net bought
- +$12.6M
Filed 17 February 2026 · SEC filing.
5 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 20264 names$353M−$45.2M
- Q1 20264 names$412M+$46.8M
- Q4 20254 names$606M+$12.6M
- Q3 20254 names$509M−$16.3M
- Q2 20254 names$550M−$155M
- Q1 20255 names$666M−$41.5M
- Q4 20245 names$760M+$424M
- Q3 20243 names$310MFlat
- Q2 20243 names$362MFlat
- Q1 20243 names$434M−$49.1M
- Q4 20233 names$539M+$165M
- Q3 20233 names$359M−$83.8M
- Q2 20233 names$428M−$190M
- Q1 20233 names$594M+$30.3M
- Q4 20223 names$466MFlat
- Q3 20223 names$491MFlat
- Q2 20223 names$512M+$92.2M
- Q1 20223 names$514M+$297M
- Q4 20213 names$534M−$1.0B
- Q3 20213 names$1.6B+$714M
- Q2 20212 names$1.1B+$931M
- Q1 20211 name$125MFlat
- Q4 20201 name$177M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- ServiceTitanTTAN3,299,941 shares · 58.0% of their software · price +$18.7M$351M−$77.0M
- Kodiak AI, Inc.KDK11,356,669 shares · 20.5% of their software · price +$46.3M$124MNew · +$77.7M
- BrazeBRZE3,264,864 shares · 18.5% of their software · price +$19.1M$112M+$23.9M
- SprinklrCXM2,396,334 shares · 3.1% of their software$18.6M−$2.9M