本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
LIGHTSPEED MANAGEMENT COMPANY, L.L.C. (CIK 1702122) reported $2.40B across 8 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPCX ($1.25B, 51.86%), NAVN ($953.6M, 39.65%), PSNL ($81.8M, 3.40%), ODTX ($67.5M, 2.81%), KDK ($37.3M, 1.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | $1.25B | 51.86% | 7.3M | New |
| 2 | NAVN | NAVAN INC | $953.6M | 39.65% | 41.7M | Trimmed |
| 3 | PSNL | PERSONALIS INC | $81.8M | 3.40% | 6.1M | Trimmed |
| 4 | ODTX | ODYSSEY THERAPEUTICS INC | $67.5M | 2.81% | 3.6M | New |
| 5 | KDK | KODIAK AI INC. | $37.3M | 1.55% | 7.3M | Hold |
| 6 | OLMA | OLEMA PHARMACEUTICALS INC | $17.0M | 0.71% | 1.4M | Hold |
| 7 | DGNX | DIGINEX LTD | $261,395 | 0.01% | 176,618 | New |
| 8 | FIG | FIGMA INC | $187,973 | 0.01% | 10,391 | Trimmed |
| 9 | BLND | BLEND LABS INC | $0 | 0.00% | 0 | Exited |
| 10 | DGNX | DIGINEX LTD | $0 | 0.00% | 0 | Exited |
| 11 | NOW | SERVICENOW INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30