Lightspeed Management Company, L.l.c. 13F holdings
Lightspeed Management Company, L.l.c. reported 8 positions with a total reported value of $2.4B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: SPCX SPACE EXPLORATION TECHN CORP (51.9%), NAVN NAVAN INC (39.7%), PSNL PERSONALIS INC (3.4%), ODTX ODYSSEY THERAPEUTICS INC (2.8%), KDK KODIAK AI INC. (1.6%). Against 2026-03-31 it opened 2 new positions and exited 2. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
8 largest of 8 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPCX SPACE EXPLORATION TECHN CORP | 7,300,055 | $1.2B | 51.9% |
| NAVN NAVAN INC | 41,698,258 | $953.6M | 39.7% |
| PSNL PERSONALIS INC | 6,101,850 | $81.8M | 3.4% |
| ODTX ODYSSEY THERAPEUTICS INC | 3,608,443 | $67.5M | 2.8% |
| KDK KODIAK AI INC. | 7,340,475 | $37.3M | 1.6% |
| OLMA OLEMA PHARMACEUTICALS INC | 1,355,299 | $17.0M | 0.7% |
| DGNX DIGINEX LTD | 176,618 | $261.4K | <0.1% |
| FIG FIGMA INC | 10,391 | $188.0K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 2 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 2 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
No position was increased.
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| NAVN NAVAN INC | 49,921,454 | 41,698,258 | -16.5% | $953.6M |
| PSNL PERSONALIS INC | 8,160,734 | 6,101,850 | -25.2% | $81.8M |
| FIG FIGMA INC | 183,511 | 10,391 | -94.3% | $188.0K |
| DGNX DIGINEX LTD | 1,412,938 | 176,618 | -87.5% | $261.4K |
CIK 1702122 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
