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Lightspeed Management Company - Q2 2026 13F Filings

LI

Lightspeed Management Company, L.L.C.

CIK: 0001702122
Address: California Menlo Park 2200 Sand Hill Road, Suite 100
$2.4 B
Portfolio Value
8
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. SPCX Space Exploration Technologies
+$1.25 B
2. ODTX Odyssey Therapeutics
+$67.51 M
3. DGNX Diginex Limited
+$1.48

Top Sells

Q2 2026
1. NAVN Navan
−$188.06 M
2. NOW Servicenow
−$160 M
3. BLND Blend Labs
−$39.32 M
4. PSNL Personalis
−$27.59 M
5. FIG Figma
−$3.13 M

Asset Allocation

Stocks/ETFs
+143.42%
$2.4 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lightspeed Management Company Q2 2026 Filing Summary

Lightspeed Management Company, L.L.C. filed its 13F report for Q2 2026 on August 14, 2026. The portfolio totaled 2.4 B reflecting a +143.42% change from the prior quarter, spanning 8 assets. The top 10 holdings comprised 100.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 2 complete exits.

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Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Lightspeed Management Company’s Q2 2026 Filing

Lightspeed Management Company submitted their Form 13F-HR for the Q2 2026 period on 08/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Lightspeed Management Company reported a managed portfolio value of 2.4 B, consisting of 8 individual positions.

This page displays the raw filing documents. To see which stocks Lightspeed Management Company bought or sold during Q2 2026, please visit Lightspeed Management Company's Portfolio Analysis page.