Fundocap

Lightspeed Management Company, L.L.C.

CIK 0001702122 · MENLO PARK, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Lightspeed Management Company, L.L.C. reported 8 positions worth $2.40B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPCX (51.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.40B
2026 Q2
Positions
8
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
PositionsChangesMixHistoryBacktestPRO
8 positions shown
#SymbolCompanyTypeValue ↓% Port.Shares1YYTD
▸ 1SPCX SPACE EXPLORATION TECHN CORP SH$1.25B51.86%7,300,055——
▸ 2NAVN NAVAN INC SH$953.6M39.65%41,698,258——
▸ 3PSNL PERSONALIS INC SH$81.8M3.40%6,101,850——
▸ 4ODTX ODYSSEY THERAPEUTICS INC SH$67.5M2.81%3,608,443——
▸ 5KDK KODIAK AI INC. SH$37.3M1.55%7,340,475——
▸ 6OLMA OLEMA PHARMACEUTICALS INC SH$17.0M0.71%1,355,299——
▸ 7DGNX DIGINEX LTD SH$261.4K0.01%176,618——
▸ 8FIG FIGMA INC SH$188.0K0.01%10,391——

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Lightspeed Management Company, L.L.C. hold as of Q2 2026?

Lightspeed Management Company, L.L.C. reported 8 positions worth $2.40B in its Q2 2026 13F filing. Largest positions: SPCX (51.9%), NAVN (39.7%), PSNL (3.4%), ODTX (2.8%) and KDK (1.6%).

What did Lightspeed Management Company, L.L.C. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Lightspeed Management Company, L.L.C. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.