Cosmic Management, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 25, 2026), Cosmic Management, LLC reported 4 stock positions worth $324.6 million. Its top holding was Figma Class A (FIG) at 46.7% of the portfolio, followed by Navan Class A (NAVN, 37.6%) and Samsara Class A (IOT, 13.7%).

Most Recent 13F
Q2 2026
Location
WEST HOLLYWOOD, CA
CIK
0002113747
Portfolio Value
$324.6M (Q4 2025)
SEC Filing
0002113747-26-000004 ↗ filed Feb 25, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q4 2025: $324.6M $324.6M Q4 2025 Q1 2026: $228.8M Q1 2026 Q2 2026: $382.0M Q2 2026

Holdings 4 stocks · $324.6M
FIG Figma Inc. Class A 46.68% 4,054,988 $151.5M —
NAVN Navan Inc. Class A 37.56% 7,138,769 $121.9M —
IOT Samsara Inc. Class A 13.72% 1,255,944 $44.5M —
BIOA Bioage Labs Inc. 2.05% 501,833 $6.6M —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$382.0MNAVN, SPCX, FIG, IOT, BIOA
Q1 2026 4$228.8MNAVN, FIG, IOT, BIOA
Q4 2025 4$324.6MFIG, NAVN, IOT, BIOA