Lightspeed Management Company, L.L.C.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Lightspeed Management Company, L.L.C. reported 8 stock positions worth $2.4 billion. Its top holding was Space Exploration Techn Class A (SPCX) at 51.9% of the portfolio, followed by Navan Class A (NAVN, 39.7%) and Personalis (PSNL, 3.4%). Compared with Q1 2026, it opened 2 new positions, sold out of 2 and reduced 3. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale Navan Class A (NAVN, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001702122
- Portfolio Value
- $2.4B (Q2 2026)
- SEC Filing
- 0001702122-26-000010 ↗ filed Aug 14, 2026
Holdings Value
Holdings 8 stocks · $2.4B
| SPCX Space Exploration Techn Class A | 51.86% | 7,300,055 | $1.2B | New |
| NAVN Navan Inc. Class A | 39.65% | 41,698,258 | $953.6M | Reduce -16.5% |
| PSNL Personalis Inc. | 3.40% | 6,101,850 | $81.8M | Reduce -25.2% |
| ODTX Odyssey Therapeutics Inc. | 2.81% | 3,608,443 | $67.5M | New |
| KDK Kodiak AI Inc. | 1.55% | 7,340,475 | $37.3M | No change |
| OLMA Olema Pharmaceuticals Inc. | 0.70% | 1,355,299 | $17.0M | No change |
| DGNX Diginex Ltd. | 0.01% | 176,618 | $261K | No change |
| FIG Figma Inc. Class A | 0.01% | 10,391 | $188K | Reduce -94.3% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $2.4B | SPCX, NAVN, PSNL, ODTX, KDK |
| Q1 2026 | 8 | $988.0M | NAVN, NOW, PSNL, KDK, BLND |
| Q4 2025 | 7 | $1.4B | NAVN, NOW, KDK, BLND, PSNL |
| Q3 2025 | 6 | $322.0M | BULL, BLND, PSNL, KDK, OLMA |
| Q2 2025 | 6 | $238.8M | BULL, BLND, PSNL, GRAB, OLMA |
| Q1 2025 | 9 | $136.5M | BLND, PSNL, GRAB, UPBD, OLMA |
| Q4 2024Amended | 10 | $283.6M | HSAI, BLND, PSNL, OLMA, GRAB |