LIGHTSPEED MANAGEMENT COMPANY, L.L.C.

Name: LIGHTSPEED MANAGEMENT COMPANY, L.L.C.: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in MENLO PARK, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1702122.

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Reported value$2.40bn
Positions8

Holdings: 8 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

LIGHTSPEED MANAGEMENT COMPANY, L.L.C., holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
Space Exploration Techn CorpSPCX	CLASS A COM STK	84615Q103	1,247	51.9%	7,300,055	New+7,300,055
Navan IncNAVN	CL A	639193101	954	39.7%	41,698,258	Reduced−8,223,196
Personalis IncPSNL	COM	71535D106	81.8	3.4%	6,101,850	Reduced−2,058,884
Odyssey Therapeutics IncODTX	COMMON STOCK	67613T104	67.5	2.8%	3,608,443	New+3,608,443
Kodiak Ai Inc.KDK	COM	500081104	37.3	1.6%	7,340,475	Unchanged
Olema Pharmaceuticals IncOLMA	COM	68062P106	17.0	0.7%	1,355,299	Unchanged
Diginex Ltd	ORD SHS	G28687112	0.3	<0.1%	176,618	New+176,618
Figma IncFIG	CLASS A COM STK	316841105	0.2	<0.1%	10,391	Reduced−173,120

Sold out: 3 positions

Held at the end of the quarter before and not reported this quarter.

LIGHTSPEED MANAGEMENT COMPANY, L.L.C., positions sold out
Issuer	Class	CUSIP	Weight	Change on the quarter before
Blend Labs IncBLND	CL A	09352U108	0.0%	Sold out−23,127,237
Diginex Ltd	ORD SHS	G28687104	0.0%	Sold out−1,412,938
Servicenow IncNOW	COM	81762P102	0.0%	Sold out−1,530,400

Source: SEC EDGAR, Form 13F-HR, accession 0001702122-26-000010 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.