Lightspeed Management Company, L.L.C.
MENLO PARK, CA
$2.4bn in 8 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 54.7% of the portfolio this quarter.
Value
$2.4bn
Stocks
8
Top 10 share
100.0%
Turnover
54.7%
What changed this quarter
New
Bought for the first time this quarter.
- Space Exploration TechnologiesSPCX51.9% of the fund
- Odyssey TherapeuticsODTX2.8% of the fund
- DiginexDGNX<0.1% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- NavanNAVN39.7% of the fund-16%
- PersonalisPSNL3.4% of the fund-25%
- FigmaFIG<0.1% of the fund-94%
Sold out
Sold their entire stake.
- ServiceNowNOW-100%
- Blend LabsBLND-100%
- DiginexDGNX-100%
Holdings
- Space Exploration TechnologiesSPCX
- Share
- 51.9%
- Value
- $1.2bn
- Shares
- 7,300,055
New
- Odyssey TherapeuticsODTX
- Share
- 2.8%
- Value
- $68m
- Shares
- 3,608,443
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Space Exploration TechnologiesSPCX | 51.9% | $1.2bn | 7,300,055 | New |
| NavanNAVN | 39.7% | $954m | 41,698,258 | -16% |
| PersonalisPSNL | 3.4% | $82m | 6,101,850 | -25% |
| Odyssey TherapeuticsODTX | 2.8% | $68m | 3,608,443 | New |
| Kodiak AIKDK | 1.6% | $37m | 7,340,475 | Held |
| Olema PharmaceuticalsOLMA | 0.7% | $17m | 1,355,299 | Held |
| DiginexDGNX | <0.1% | $261,395 | 176,618 | New |
| FigmaFIG | <0.1% | $187,973 | 10,391 | -94% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 907.1% since 30 June 2025.
Where the money is
Technology93.1%
Health care6.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.