Lightspeed Management Company, L.L.C. — 13F holdings

Lightspeed Management Company, L.L.C. reported 8 holdings worth $2.40B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SPCX SPACE EXPLORATION TECHN CORP — $1.25B (51.9%)
2. NAVN Navan Inc — $954M (39.7%)
3. PSNL Personalis Inc — $81.8M (3.4%)
4. ODTX ODYSSEY THERAPEUTICS INC — $67.5M (2.8%)
5. KDK KODIAK AI INC. — $37.3M (1.6%)
6. OLMA OLEMA PHARMACEUTICALS INC — $17.0M (0.7%)
7. DGNX DIGINEX LTD — $261K (0.0%)
8. FIG FIGMA INC — $188K (0.0%)