13FBOX
Lightspeed Management Company, L.L.C. · 13F Holdings
Options Calculator Rankings

Lightspeed Management Company, L.L.C.

No.1571 Data as of 2026Q2
Latest AUM (Q2 2026)
$2.40B
QoQ Change Q1 2026
+$1.42B+143.4%
Holdings
8
New Buys
3
Adds
0
Reduces
3
Exits
3
Unchanged
2
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SSPACE EXPLORATION TECHN CORPSPCX
51.86%$1.25B7.3M$00+7.3MNew Buy
NNAVAN INCNAVN
39.65%66.9%$953.6M41.7M$661.0M49.9M-8.2M-16.47%Reduce
PERSONALIS INCPSNL
3.4%5.26%$81.8M6.1M$52.0M8.2M-2.1M-25.23%Reduce
OODYSSEY THERAPEUTICS INCODTX
2.81%$67.5M3.6M$00+3.6MNew Buy
KKODIAK AI INC.KDK
1.55%5.16%$37.3M7.3M$50.9M7.3M00.00%Unchanged
OOLEMA PHARMACEUTICALS INC COMOLMA
0.71%2.05%$17.0M1.4M$20.2M1.4M00.00%Unchanged
DDIGINEX LTD ORD SHSDGNX
0.01%$261,395176,618$00+176,618New Buy
FFIGMA INCFIG
0.01%0.39%$187,97310,391$3.9M183,511-173,120-94.34%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow