Lightspeed Management Company, L.l.c.
Lightspeed Management Company, L.l.c. reported 8 US-listed holdings worth $2.40 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Space Exploration Techn Corp. Class A Com STK (51.9%), Navan Inc. (39.7%) and Personalis Inc. (3.4%). Against the quarter before, it opened 3 positions, added to 0, trimmed 3 and sold out of 3.
Filed before as Lightspeed Management Company, L.L.C..
The 8 largest of its 8 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 3
- Space Exploration Techn Corp. Class A Com STK SPCX$1.25 billion
- Odyssey Therapeutics, Inc. ODTX$67.5 million
- Diginex Ltd Ord SHS DGNX$261,395
Trimmed 3
- Navan Inc. NAVN-8.2 million shares · -16%
- Personalis Inc. PSNL-2.1 million shares · -25%
- Figma Inc. FIG-173,120 shares · -94%
Sold out of 3
- ServiceNow, Inc. NOW$160.0 million last quarter
- Blend Labs Inc. BLND$39.3 million last quarter
- Diginex Limited DGNX$678,352 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Space Exploration Techn Corp. Class A Com STK SPCX | 7,300,055 | $1.25 billion | 51.86% | new |
| Navan Inc. NAVN | 41,698,258 | $953.6 million | 39.65% | -8,223,196 |
| Personalis Inc. PSNL | 6,101,850 | $81.8 million | 3.40% | -2,058,884 |
| Odyssey Therapeutics, Inc. ODTX | 3,608,443 | $67.5 million | 2.81% | new |
| Kodiak Ai Inc. KDK | 7,340,475 | $37.3 million | 1.55% | no change |
| Olema Pharmaceuticals Inc. OLMA | 1,355,299 | $17.0 million | 0.71% | no change |
| Diginex Ltd Ord SHS DGNX | 176,618 | $261,395 | 0.01% | new |
| Figma Inc. FIG | 10,391 | $187,973 | 0.01% | -173,120 |