LIGHTSPEED MANAGEMENT COMPANY, L.L.C.: 13F holdings
CIK 17021222026Q2
| Positions | 8 |
|---|---|
| Reported value | $2.4bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPCX SPACE EXPLORATION TECHN CORP | 7,300,055 | $1.2bn | 51.9% |
| NAVAN INC | 41,698,258 | $953.6m | 39.7% |
| PERSONALIS INC | 6,101,850 | $81.8m | 3.4% |
| ODYSSEY THERAPEUTICS INC | 3,608,443 | $67.5m | 2.8% |
| KODIAK AI INC. | 7,340,475 | $37.3m | 1.6% |
| OLEMA PHARMACEUTICALS INC | 1,355,299 | $17.0m | 0.7% |
| DIGINEX LTD | 176,618 | $261,395 | 0.0% |
| FIG FIGMA INC | 10,391 | $187,973 | 0.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1702122")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.