Lightspeed Management Company, L.L.C.
Lightspeed Management Company, L.L.C. reported 8 holdings worth US$2.4B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Lightspeed Management Company, L.L.C. reported 8 holdings worth US$2.4B as of Jun 30, 2026. Largest: Space Exploration Technologies Corp, Navan, Inc. and Personalis, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 8
- Value as reported
- US$2.4B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Space Exploration Technologies Corp | 7.3M | US$1.25B | 51.9% |
| Navan, Inc. | 41.7M | US$954M | 39.7% |
| Personalis, Inc. | 6.1M | US$81.8M | 3.4% |
| Odyssey Therapeutics, Inc. | 3.61M | US$67.5M | 2.8% |
| Kodiak Ai, Inc. | 7.34M | US$37.3M | 1.6% |
| Olema Pharmaceuticals, Inc. | 1.36M | US$17M | 0.71% |
| Diginex Limited | 177K | US$261K | 0.01% |
| Figma Inc | 10,391 | US$188K | <0.01% |
| Blend Labs, Inc. | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |