§ 13F · FUND PROFILE
LIGHTSPEED MANAGEMENT COMPANY, L.L.C..
AUM · $2.4B (13F)Positions · 8Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1.3B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | 7.30M | $1.2B | 51.9% | NEW |
| 2 | NAVN | NAVAN INC | 41.70M | $954M | 39.7% | −16% |
| 3 | PSNL | PERSONALIS INC | 6.10M | $82M | 3.4% | −25% |
| 4 | ODTX | ODYSSEY THERAPEUTICS INC | 3.61M | $68M | 2.8% | NEW |
| 5 | KDK | KODIAK AI INC. | 7.34M | $37M | 1.6% | ±0% |
| 6 | OLMA | OLEMA PHARMACEUTICALS INC | 1.36M | $17M | 0.7% | ±0% |
| 7 | DGNX | DIGINEX LTD | 177K | $261K | 0.0% | NEW |
| 8 | FIG | FIGMA INC | 10K | $188K | 0.0% | −94% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIGHTSPEED SIGNAL
AC read
LIGHTSPEED MANAGEMENT COMPANY, L.L.C. is a Other fund managing $2.4 billion in assets. The fund runs a focused portfolio of just 8 positions.
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