Lightspeed Management Company, L.L.C. Top Holdings and 13F Report (2026) About Lightspeed Management Company, L.L.C.Investment ActivityLightspeed Management Company, L.L.C. has $2.40 billion in total holdings as of June 30, 2026.Lightspeed Management Company, L.L.C. owns shares of 8 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 54.68% of the portfolio was purchased this quarter.About 17.41% of the portfolio was sold this quarter.This quarter, Lightspeed Management Company, L.L.C. has purchased 8 new stocks and bought additional shares in 0 stocks.Lightspeed Management Company, L.L.C. sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPACE EXPLORATION TECHN CORP $1,247,287,397NAVAN INC $953,639,160Personalis $81,764,790ODYSSEY THERAPEUTICS INC $67,513,969KODIAK AI INC. $37,289,613 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP $1,247,287,397 Holding67613T104 - ODYSSEY THERAPEUTICS INC $67,513,969 HoldingG28687112 - DIGINEX LTD $261,395 Holding Largest Purchases this Quarter SPACE EXPLORATION TECHN CORP 7,300,055 shares (about $1.25B)ODYSSEY THERAPEUTICS INC 3,608,443 shares (about $67.51M)DIGINEX LTD 176,618 shares (about $261.40K) Largest Sales this Quarter NAVAN INC 8,223,196 shares (about $188.06M)Personalis 2,058,884 shares (about $27.59M)FIGMA INC 173,120 shares (about $3.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLightspeed Management Company, L.L.C. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPACE EXPLORATION TECHN CORP$1,247,287,397$1,247,287,397 â–²New Holding7,300,05551.9%CLASS A COM STKNAVAN INC$953,639,160$188,064,492 â–¼-16.5%41,698,25839.7%CL APSNLPersonalis$81,764,790$27,589,046 â–¼-25.2%6,101,8503.4%HealthcareODYSSEY THERAPEUTICS INC$67,513,969$67,513,969 â–²New Holding3,608,4432.8%COMMON STOCKKODIAK AI INC.$37,289,6130.0%7,340,4751.6%COMOLMAOlema Pharmaceuticals$16,954,7900.0%1,355,2990.7%HealthcareDIGINEX LTD$261,395$261,395 â–²New Holding176,6180.0%ORD SHSFIGMA INC$187,973$3,131,738 â–¼-94.3%10,3910.0%CLASS A COM STKNOWServiceNow$0$160,003,320 â–¼-100.0%00.0%TechnologyBLNDBlend Labs$0$39,316,303 â–¼-100.0%00.0%TechnologyDIGINEX LTD$0$678,352 â–¼-100.0%00.0%ORD SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
