Lightspeed Management Company,
$2.4B 13F equity value
10 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Lightspeed Management Company, covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHN CORP | 7,300,055 | $1.2B | 51.9% |
| NAVN | NAVAN INC | 41,698,258 | $954M | 39.7% |
| PSNL | PERSONALIS INC | 6,101,850 | $82M | 3.4% |
| ODTX | ODYSSEY THERAPEUTICS INC | 3,608,443 | $68M | 2.8% |
| KDK | KODIAK AI INC. | 7,340,475 | $37M | 1.6% |
| OLMA | OLEMA PHARMACEUTICALS INC | 1,355,299 | $17M | 0.7% |
| DGNX | DIGINEX LTD | 176,618 | $261,395 | |
| FIG | FIGMA INC | 10,391 | $187,973 | |
| BLND | BLEND LABS INC | |||
| NOW | SERVICENOW INC |
Track Lightspeed Management Company,'s 13F portfolio: $2.4B in reported holdings, 10 positions. Top holdings and quarterly changes on SentiSense.
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