Cosmic Management, LLC 13F Holdings · Q2 2026
Cosmic Management, LLC reported 5 securities worth $382.00M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NAVN (42.74%), SPCX (24.18%), FIG (19.20%). Among its top 25 positions this quarter: 1 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NAVN | NAVAN INC | $163.3M | 42.74% | 7.1M | Hold |
| 2 | SPCX | SPACE EXPLORATION TECHN CORP | $92.4M | 24.18% | 540,520 | New |
| 3 | FIG | FIGMA INC | $73.4M | 19.20% | 4.1M | Hold |
| 4 | IOT | SAMSARA INC | $40.7M | 10.66% | 1.3M | Hold |
| 5 | BIOA | BIOAGE LABS INC | $12.3M | 3.22% | 501,833 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR