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, Odyssey Therapeutics, KDK, and represent 99.28% of Lightspeed Management Company's stock portfolio.
- Added to shares of these 3 stocks: SPCX (+$1.2B), Odyssey Therapeutics (+$68M), DGNX.
- Started 3 new stock positions in SPCX, Odyssey Therapeutics, DGNX.
- 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
Tip: Access up to 7 years of quarterly data
Positions held by Lightspeed Management Company consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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 |
|
| Navan Cl A (NAVN) | 39.7 | $954M | -16% | 42M | 22.87 |
|
| Personalis Ord (PSNL) | 3.4 | $82M | -25% | 6.1M | 13.40 |
|
| Odyssey Therapeutics Common Stock | 2.8 | $68M | NEW | 3.6M | 18.71 |
|
| Kodiak Ai (KDK) | 1.6 | $37M | 7.3M | 5.08 |
|
|
| Olema Pharmaceuticals (OLMA) | 0.7 | $17M | 1.4M | 12.51 |
|
|
| Diginex Ord Shs (DGNX) | 0.0 | $261k | NEW | 177k | 1.48 |
|
| Figma Class A Com Stk (FIG) | 0.0 | $188k | -94% | 10k | 18.09 |
|
Past Filings by Lightspeed Management Company
SEC 13F filings are viewable for Lightspeed Management Company going back to 2024
- Lightspeed Management Company 2026 Q2 filed Aug. 14, 2026
- Lightspeed Management Company 2026 Q1 filed May 15, 2026
- Lightspeed Management Company 2025 Q4 filed Feb. 17, 2026
- Lightspeed Management Company 2025 Q3 filed Nov. 14, 2025
- Lightspeed Management Company 2025 Q2 filed Aug. 14, 2025
- Lightspeed Management Company 2024 Q4 restated filed May 15, 2025
- Lightspeed Management Company 2025 Q1 filed May 15, 2025
- Lightspeed Management Company 2024 Q4 filed Feb. 14, 2025