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Lightspeed Management Company, L.L.C.
Period ended Sep 30, 2026 · Latest filing Nov 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $2,032,082,043
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SPACE EXPLORATION TECHN CORP · CLASS A COM STK · 84615Q103 · shares: $1,057,658,792
- NAVAN INC · CL A · 639193101 · shares: $768,676,973
- PERSONALIS INC · COM · 71535D106 · shares: $99,338,118
- ODYSSEY THERAPEUTICS INC · COMMON STOCK · 67613T104 · shares: $80,179,603
- KODIAK AI INC. · COM · 500081104 · shares: $14,093,712
- OLEMA PHARMACEUTICALS INC · COM · 68062P106 · shares: $11,709,783
- FIGMA INC · CLASS A COM STK · 316841105 · shares: $218,419
- DIGINEX LTD · ORD SHS · G28687112 · shares: $206,643
Reported holdings
8 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 7,010,863 shares | $1,057,658,792 |
| NAVAN INC | CL A | 639193101 | — | 36,621,104 shares | $768,676,973 |
| PERSONALIS INC | COM | 71535D106 | — | 6,101,850 shares | $99,338,118 |
| ODYSSEY THERAPEUTICS INC | COMMON STOCK | 67613T104 | — | 3,608,443 shares | $80,179,603 |
| KODIAK AI INC. | COM | 500081104 | — | 7,340,475 shares | $14,093,712 |
| OLEMA PHARMACEUTICALS INC | COM | 68062P106 | — | 1,355,299 shares | $11,709,783 |
| FIGMA INC | CLASS A COM STK | 316841105 | — | 10,391 shares | $218,419 |
| DIGINEX LTD | ORD SHS | G28687112 | — | 176,618 shares | $206,643 |