Lightspeed Management Company, L.L.C. reported 7 positions worth $2.40B for the quarter ended Jun 30, 2026, up 143.6% on the prior quarter. It opened 2 new positions, added to 0, trimmed 3 and exited 2. Its largest holding is Space Exploration Technologies Corp at 51.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPCX Space Exploration Technologies Corp | Industrials | 7.30M | $1.25B | 51.87% | +7.30M | – | New | 0.06% |
| 2 | NAVN Navan, Inc. | Technology | 41.70M | $953.64M | 39.66% | -8.22M | -16.5% | Reduced | 16.51% |
| 3 | PSNL Personalis, Inc. | Healthcare | 6.10M | $81.76M | 3.4% | -2.06M | -25.2% | Reduced | 5.74% |
| 4 | ODTX Odyssey Therapeutics, Inc. | Healthcare | 3.61M | $67.51M | 2.81% | +3.61M | – | New | 7.53% |
| 5 | KDK Kodiak AI, Inc. | Technology | 7.34M | $37.29M | 1.55% | 0 | 0.0% | Unchanged | 3.92% |
| 6 | OLMA Olema Pharmaceuticals, Inc. | Healthcare | 1.36M | $16.95M | 0.705% | 0 | 0.0% | Unchanged | 1.3% |
| 7 | FIG Figma, Inc. | Technology | 10.4K | $187.97K | <0.01% | -173.1K | -94.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Lightspeed Management Company, L.L.C.
As of its Q2 2026 13F filing, Lightspeed Management Company, L.L.C.’s five largest positions were Space Exploration Technologies Corp (SPCX) at 51.9%, Navan, Inc. (NAVN) at 39.7%, Personalis, Inc. (PSNL) at 3.4%, Odyssey Therapeutics, Inc. (ODTX) at 2.8%, Kodiak AI, Inc. (KDK) at 1.6% of the reported portfolio.
Lightspeed Management Company, L.L.C. reported a 13F portfolio worth $2.40B across 7 positions for Q2 2026. That is up 143.6% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($1.25B), Odyssey Therapeutics, Inc. ($67.51M). It opened 2 new positions.
Its largest sales by value were Navan, Inc. ($188.06M), ServiceNow, Inc. ($160.00M), Blend Labs, Inc. ($39.32M). It exited 2 positions entirely.
From the Form 13F-HR reports Lightspeed Management Company, L.L.C. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.