Holders — by stockHoldings — by fund
LIGHTSPEED MANAGEMENT COMPANY, L.L.C.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1702122
$2.40B
disclosed book value
8
positions
51.9%
largest position share
Positions, as of 2026-06-30
top 8 of 8 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPCXSPACE EXPLORATION TECHN CORP | 7.3M | $1.25B | 51.9% |
| 2 | NAVNNAVAN INC | 41.7M | $953.6M | 39.7% |
| 3 | PERSONALIS INC | 6.1M | $81.8M | 3.4% |
| 4 | ODYSSEY THERAPEUTICS INC | 3.6M | $67.5M | 2.8% |
| 5 | KODIAK AI INC. | 7.3M | $37.3M | 1.6% |
| 6 | OLMAOLEMA PHARMACEUTICALS INC | 1.4M | $17.0M | 0.7% |
| 7 | DIGINEX LTD | 176,618 | $261,395 | 0% |
| 8 | FIGFIGMA INC | 10,391 | $187,973 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.