Cosmic Management, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Cosmic Management, LLC reported 4 stock positions worth $228.8 million. Its top holding was Navan Class A (NAVN) at 41.3% of the portfolio, followed by Figma Class A (FIG, 37.5%) and Samsara Class A (IOT, 17.4%). Its holdings were unchanged from Q4 2025.

Most Recent 13F
Q2 2026
Location
WEST HOLLYWOOD, CA
CIK
0002113747
Portfolio Value
$228.8M (Q1 2026)
SEC Filing
0002113747-26-000007 ↗ filed May 13, 2026

Holdings Value

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

Holdings 4 stocks · $228.8M
NAVN Navan Inc. Class A 41.31% 7,138,769 $94.5M No change
FIG Figma Inc. Class A 37.46% 4,054,988 $85.7M No change
IOT Samsara Inc. Class A 17.39% 1,255,944 $39.8M No change
BIOA Bioage Labs Inc. 3.84% 501,833 $8.8M No change

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
None this quarter.

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