Lightspeed Management Company, L.L.C. 13F Holdings · Q2 2026
Lightspeed Management Company, L.L.C. reported 8 securities worth $2.40B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPCX (51.86%), NAVN (39.65%), PSNL (3.40%). Among its top 25 positions this quarter: 3 new, 3 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | $1.25B | 51.86% | 7.3M | New |
| 2 | NAVN | NAVAN INC | $953.6M | 39.65% | 41.7M | Trimmed |
| 3 | PSNL | PERSONALIS INC | $81.8M | 3.40% | 6.1M | Trimmed |
| 4 | ODTX | ODYSSEY THERAPEUTICS INC | $67.5M | 2.81% | 3.6M | New |
| 5 | KDK | KODIAK AI INC. | $37.3M | 1.55% | 7.3M | Hold |
| 6 | OLMA | OLEMA PHARMACEUTICALS INC | $17.0M | 0.71% | 1.4M | Hold |
| 7 | DGNX | DIGINEX LTD | $261,395 | 0.01% | 176,618 | New |
| 8 | FIG | FIGMA INC | $187,973 | 0.01% | 10,391 | Trimmed |
| 9 | BLND | BLEND LABS INC | $0 | 0.00% | 0 | Exited |
| 10 | DGNX | DIGINEX LTD | $0 | 0.00% | 0 | Exited |
| 11 | NOW | SERVICENOW INC | $0 | 0.00% | 0 | Exited |
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