Q2 2026 13F · SEC CIK 1702122
Lightspeed Management Company, L.l.c.
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $2.4B
- Reported positions
- 8
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $50.0B
Lightspeed Management Company, L.l.c. is a hedge fund that reported 8 positions worth $2.4B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Space Exploration Techn Corp (SPCX, 51.9%), Navan Inc (NAVN, 39.7%), Personalis Inc (PSNL, 3.4%).
Lightspeed Management Company, L.l.c. holdings all 8 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| SPCXSpace Exploration Techn Corp | 51.9% | — | $1.2B |
| NAVNNavan Inc | 39.7% | -16.5% | $953.6M |
| PSNLPersonalis Inc | 3.4% | -25.2% | $81.8M |
| ODTXOdyssey Therapeutics, Inc. | 2.8% | — | $67.5M |
| KDKKodiak Ai Inc | 1.6% | +0.0% | $37.3M |
| OLMAOlema Pharmaceuticals Inc | 0.7% | +0.0% | $17.0M |
| DGNXDiginex Ltd | 0.0% | — | $261K |
| FIGFigma Inc | 0.0% | -94.3% | $188K |
What Lightspeed Management Company, L.l.c. bought and sold in Q2 2026, against Q1 2026.
New positions
- SPCX Space Exploration Techn Corp51.9% of 13F
- ODTX Odyssey Therapeutics, Inc.2.8% of 13F
- DGNX Diginex Ltd0.0% of 13F
Added to
No position grew by more than 5%.
Reduced
- FIG Figma Inc-94.3% shares
- PSNL Personalis Inc-25.2% shares
- NAVN Navan Inc-16.5% shares
Sold out
- NOW Servicenow Incwas 16.2%
- BLND Blend Labs, Inc.was 4.0%
- Diginex Ltdwas 0.1%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +38.6% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $2.4B | 8 |
| Q1 2026 | $988.0M | 8 |
| Q4 2025 | $1.4B | 7 |
| Q3 2025 | $322.0M | 6 |
| Q2 2025 | $238.8M | 6 |
| Q1 2025 | $136.5M | 9 |
| Q4 2024 | $283.6M | 10 |
Questions about Lightspeed Management Company, L.l.c.'s portfolio
What stocks does Lightspeed Management Company, L.l.c. own?
Lightspeed Management Company, L.l.c.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 8 positions worth $2.4B. The largest are Space Exploration Techn Corp (SPCX) at 51.9%, Navan Inc (NAVN) at 39.7%, Personalis Inc (PSNL) at 3.4%, Odyssey Therapeutics, Inc. (ODTX) at 2.8% and Kodiak Ai Inc (KDK) at 1.6%.
What did Lightspeed Management Company, L.l.c. buy last quarter?
In Q2 2026, Lightspeed Management Company, L.l.c. added a new position in Space Exploration Techn Corp (SPCX), a new position in Odyssey Therapeutics, Inc. (ODTX) and a new position in Diginex Ltd (DGNX), compared with its Q1 2026 filing.
What did Lightspeed Management Company, L.l.c. sell last quarter?
In Q2 2026, Lightspeed Management Company, L.l.c. sold all of Servicenow Inc (NOW), sold all of Blend Labs, Inc. (BLND), sold all of Diginex Ltd, Figma Inc (FIG) (-94.3% shares), Personalis Inc (PSNL) (-25.2% shares) and Navan Inc (NAVN) (-16.5% shares), compared with its Q1 2026 filing.
When is Lightspeed Management Company, L.l.c.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Lightspeed Management Company, L.l.c.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Lightspeed Management Company, L.l.c. manage?
Lightspeed Management Company, L.l.c. reported $50.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.4B.