2026 Q2 Portfolio Activity
In 2026 Q2, Lightspeed Management Company, L.L.C. maintained a portfolio of 11 distinct positions. The most significant new addition was SPACE EXPLORATION TECHN CORP, now representing 51.86% of the total fund value. Conversely, Lightspeed Management Company, L.L.C. completely exited their position in SERVICENOW INC.
Position History
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Lightspeed Management Company, L.L.C.
Menlo Park, CA
Venture Capital / Private Fund Manager
AUM $2,405M
Total Positions
11
Quarter
2026 Q2
Top Holding
N/A (51.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11
Lightspeed Management Company, L.L.C. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
SPACE EXPLORATI...
|
|
Unknown | 51.86% | — |
#1
Prev: #—
|
9.5 |
—
|
7,300,055 | — |
NEW
|
7,300,055 | $1,247,287,397 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
NAVN
NAVAN INC
|
Technology | 39.65% | 66.90% |
#2
1
Prev: #1
|
6.0 |
—
|
-8,223,196 | -16.5% |
P
S
|
41,698,258 | $953,639,160 |
$17.08
+62.6%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
PSNL
PERSONALIS INC
|
Healthcare | 3.40% | 5.26% |
#3
Prev: #3
|
2.4 |
—
|
-2,058,884 | -25.2% |
P
S
|
6,101,850 | $81,764,790 |
$5.78
+197.6%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
N/A
ODYSSEY THERAPE...
|
|
Unknown | 2.81% | — |
#4
Prev: #—
|
5.1 |
—
|
3,608,443 | — |
NEW
|
3,608,443 | $67,513,969 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
KDK
KODIAK AI INC.
|
Technology | 1.55% | 5.16% |
#5
1
Prev: #4
|
2.1 |
—
|
no change | no change |
P
S
|
7,340,475 | $37,289,613 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OLMA
OLEMA PHARMACEU...
|
Healthcare | 0.71% | 2.05% |
#6
Prev: #6
|
1.3 |
—
|
no change | no change |
P
S
|
1,355,299 | $16,954,790 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
DIGINEX LTD
|
|
Unknown | 0.01% | — |
#7
Prev: #—
|
3.5 |
—
|
176,618 | — |
NEW
|
176,618 | $261,395 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
FIG
FIGMA INC
|
Technology | 0.01% | 0.39% |
#8
1
Prev: #7
|
0.0 |
—
|
-173,120 | -94.3% |
P
S
|
10,391 | $187,973 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DGNX
DIGINEX LTD
|
Industrials | 0.00% | 0.07% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-1,412,938 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BLND
BLEND LABS INC
|
Technology | 0.00% | 3.98% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-23,127,237 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.00% | 16.20% |
Sold All 😨
(Was: #2) |
0.0 |
—
|
-1,530,400 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-11 of 11 holdings