account_balance
Investment manager · 13F filer · SEC CIK 1702122
Lightspeed Management Company, L.l.c.
Reported value$2.4Bas of Jun 30, 2026
Positions8 3 new, 3 sold out
Top 10 weight100%SPCX alone is 52%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPCX
Space Exploration Techn Corp
51.9%New
NAVN
Navan INC
39.7%Trimmed
PSNL
Personalis INC
3.4%Trimmed
ODTX
Odyssey Therapeutics INC
2.8%New
KDK
Kodiak Ai Inc.
1.6%
OLMA
0.7%
DGNX
0.0%
FIG
0.0%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed