# LIGHTSPEED MANAGEMENT COMPANY, L.L.C.: Form 13F holdings

An institutional investment manager in MENLO PARK, CA. SEC CIK 1702122.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $2.40bn
- Positions: 8 (8 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1702122/000170212226000010/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SPACE EXPLORATION TECHN CORP (SPCX)](/companies/spcx.md) | CLASS A COM STK | $1.25bn | 51.9% | 7,300,055 |  | New +7,300,055 |
| [NAVAN INC (NAVN)](/companies/navn.md) | CL A | $953.6m | 39.7% | 41,698,258 |  | Reduced −8,223,196 |
| [PERSONALIS INC (PSNL)](/companies/psnl.md) | COM | $81.8m | 3.4% | 6,101,850 |  | Reduced −2,058,884 |
| [ODYSSEY THERAPEUTICS INC (ODTX)](/companies/odtx.md) | COMMON STOCK | $67.5m | 2.8% | 3,608,443 |  | New +3,608,443 |
| [KODIAK AI INC. (KDK)](/companies/kdk.md) | COM | $37.3m | 1.6% | 7,340,475 |  | Unchanged |
| [OLEMA PHARMACEUTICALS INC (OLMA)](/companies/olma.md) | COM | $17.0m | 0.7% | 1,355,299 |  | Unchanged |
| DIGINEX LTD | ORD SHS | $261.4k | <0.1% | 176,618 |  | New +176,618 |
| [FIGMA INC (FIG)](/companies/fig.md) | CLASS A COM STK | $188.0k | <0.1% | 10,391 |  | Reduced −173,120 |

## Sold out

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

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BLEND LABS INC (BLND)](/companies/blnd.md) | CL A | $0 | 0.0% | 0 |  | Sold out −23,127,237 |
| DIGINEX LTD | ORD SHS | $0 | 0.0% | 0 |  | Sold out −1,412,938 |
| [SERVICENOW INC (NOW)](/companies/now.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,530,400 |

Source: SEC EDGAR, Form 13F-HR, accession 0001702122-26-000010. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.