Cosmic Management, LLC — 13F holdings

Cosmic Management, LLC reported 5 holdings worth $382M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. NAVN Navan Inc — $163M (42.7%)
2. SPCX SPACE EXPLORATION TECHN CORP — $92.4M (24.2%)
3. FIG FIGMA INC — $73.4M (19.2%)
4. IOT SAMSARA INC — $40.7M (10.7%)
5. BIOA BIOAGE LABS INC — $12.3M (3.2%)