Lightspeed Management Company

Latest statistics and disclosures from Lightspeed Management Company's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPCX, NAVN, PSNL, ODTX, KDK, and represent 99.28% of Lightspeed Management Company's stock portfolio.
  • Added to shares of these 3 stocks: SPCX (+$1.2B), ODTX (+$68M), DGNX.
  • Started 3 new stock positions in DGNX, ODTX, SPCX.
  • Reduced shares in these 6 stocks: NAVN (-$188M), , BLND (-$39M), PSNL (-$28M), FIG, Diginex.
  • Sold out of its positions in BLND, NOW, Diginex.
  • Lightspeed Management Company was a net buyer of stock by $896M.
  • Lightspeed Management Company has $2.4B in assets under management (AUM), dropping by 143.42%.
  • Central Index Key (CIK): 0001702122

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Portfolio Holdings for Lightspeed Management Company

Lightspeed Management Company holds 8 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Space Exploration Techn Corp Class A Com Stk (SPCX) 51.9 $1.2B NEW 7.3M 170.86
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Navan Cl A (NAVN) 39.7 $954M -16% 42M 22.87
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Personalis Ord (PSNL) 3.4 $82M -25% 6.1M 13.40
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Odyssey Therapeutics Common Stock (ODTX) 2.8 $68M NEW 3.6M 18.71
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Kodiak Ai (KDK) 1.6 $37M 7.3M 5.08
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Olema Pharmaceuticals (OLMA) 0.7 $17M 1.4M 12.51
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Diginex Ord Shs (DGNX) 0.0 $261k NEW 177k 1.48
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Figma Class A Com Stk (FIG) 0.0 $188k -94% 10k 18.09
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Past Filings by Lightspeed Management Company

SEC 13F filings are viewable for Lightspeed Management Company going back to 2024