LIGHTSPEED MANAGEMENT COMPANY, L.L.C.
CIK 1702122
13F filing for Q2 2026・No. 1,475
- Holdings
- US$2.4B
- Quarter change
- +US$1.42B
- Entries
- 8
- Net bought (estimate)
- +US$896.7M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 3
- Cut 3
- Added 0
- Corporate actions 2
- Unchanged 2
Largest holdings
8 stocks worth US$2.4B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK | New | 7,300,055 | US$1.25B | 51.86% |
| NAVAN INCCL A | Cut | 41,698,258 | US$953.64M | 39.65% |
| PSNLPERSONALIS INCCOM | Cut | 6,101,850 | US$81.76M | 3.40% |
| ODTXODYSSEY THERAPEUTICS INCCOMMON STOCK | New | 3,608,443 | US$67.51M | 2.81% |
| KDKKODIAK AI INC.COM | Unchanged | 7,340,475 | US$37.29M | 1.55% |
| OLMAOLEMA PHARMACEUTICALS INCCOM | Unchanged | 1,355,299 | US$16.95M | 0.71% |
| DIGINEX LTDORD SHS | NewCorporate action, not estimated | 176,618 | US$261.4K | 0.01% |
| FIGFIGMA INCCLASS A COM STK | Cut | 10,391 | US$187.97K | 0.01% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.