LIGHTSPEED MANAGEMENT COMPANY, L.L.C.: 13F holdings
CIK 17021222026Q2
| Positions | 8 |
|---|
| Reported value | $2.4bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 8 (+0 vs prior quarter) |
|---|
| Reported value | $2.4bn (+143.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPCX SPACE EXPLORATION TECHN CORP | 7,300,055 | $1.2bn | 51.9% |
| NAVN NAVAN INC | 41,698,258 | $953.6m | 39.7% |
| PSNL PERSONALIS INC | 6,101,850 | $81.8m | 3.4% |
| ODYSSEY THERAPEUTICS INC | 3,608,443 | $67.5m | 2.8% |
| KODIAK AI INC. | 7,340,475 | $37.3m | 1.6% |
| OLMA OLEMA PHARMACEUTICALS INC | 1,355,299 | $17.0m | 0.7% |
| DIGINEX LTD | 176,618 | $261,395 | 0.0% |
| FIG FIGMA INC | 10,391 | $187,973 | 0.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1702122")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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