Lightspeed Management Company, L.L.C. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Lightspeed Management Company, L.L.C. disclosed 8 stock positions valued at approximately $2.40B as of quarter-end June 30, 2026. The largest holdings include SPACE EXPLORATION TECHN CORP, NAVAN INC, and PERSONALIS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 8
- Portfolio Value
- $2.40B
Holdings by Sector
Lightspeed Management Company, L.L.C. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | SPCX | Industrials | 51.86% | 7,300,055 | +7,300,055 | +100.00% | $1,247,287,397 |
| NAVAN INC | NAVN | Technology | 39.65% | 41,698,258 | -8,223,196 | -16.47% | $953,639,160 |
| PERSONALIS INC | PSNL | Healthcare | 3.40% | 6,101,850 | -2,058,884 | -25.23% | $81,764,790 |
| ODYSSEY THERAPEUTICS INC | ODTX | Healthcare | 2.81% | 3,608,443 | +3,608,443 | +100.00% | $67,513,969 |
| KODIAK AI INC. | KDK | Technology | 1.55% | 7,340,475 | - | - | $37,289,613 |
| OLEMA PHARMACEUTICALS INC | OLMA | Healthcare | 0.71% | 1,355,299 | - | - | $16,954,790 |
| DIGINEX LTD | DGNX | Industrials | 0.01% | 176,618 | +176,618 | +100.00% | $261,395 |
| FIGMA INC | FIG | Technology | 0.01% | 10,391 | -173,120 | -94.34% | $187,973 |
Showing 8 of 8 holdings in the latest reporting period.