Lightspeed Management Company, L.L.C.

Q2 2026 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
8
Total value ($000)
$2,404,899
Net value change ($000)
+1,416,927 (143.4%)
New positions
3
Sold out positions
3
Turnover %
63.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPACE EXPLORATION TECHN CORP 1,247,287 NEW
NAVN 292,679 44.3%
ODYSSEY THERAPEUTICS INC 67,514 NEW
PSNL 29,781 57.3%
DIGINEX LTD 261 NEW
Top Reduces (Value $000, Stocks/ETFs)
NOW -160,003 -100.0%
BLND -39,316 -100.0%
KDK -13,653 -26.8%
FIG -3,691 -95.2%
OLMA -3,253 -16.1%
DGNX -678 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type