Lightspeed Management Company, L.L.C. 13F: Quarter-over-Quarter Portfolio Changes
Lightspeed Management Company, L.L.C. reported a disclosed portfolio value of approximately $2.4 billion in its latest SEC Form 13F-HR filing for Q2 2026, up 143.4% quarter on quarter. Over the quarter, the manager initiated 3 new positions, trimmed 3 holdings, and exited 3 positions.
Lightspeed Management Company, L.L.C.'s top buy was a new stake in Space Exploration Techn CORP (SPCX) , equal to 51.9% of the disclosed portfolio. Its top sell was Servicenow INC (NOW) . The manager exited the position completely after it had accounted for 16.2% of the previous portfolio.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | SPCX | 51.9% | History → |
| ODYSSEY THERAPEUTICS INC | ODTX | 2.8% | History → |
| DIGINEX LTD | DGNX | 0.0% | History → |
Top SellsQ2 2026
The manager's top sells among positions it retained in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| SERVICENOW INC | NOW | 16.2% |
| BLEND LABS INC | BLND | 4.0% |
| DIGINEX LTD | DGNXUSD | 0.1% |
Net Portfolio Value ChangeQ2 2026
- $1.0BPrior quarter
- $2.4BCurrent quarter
- +$1.4BNet delta
- +143.4%% change
Methodology & FAQ
How Lightspeed Management Company, L.L.C. Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Lightspeed Management Company, L.L.C.: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description, including how confidential treatment filings are handled, is documented in the Methodology.
What stocks did Lightspeed Management Company, L.L.C. buy in Q2 2026?
In Q2 2026, Lightspeed Management Company, L.L.C. initiated 3 new positions (SPACE EXPLORATION TECHN CORP (SPCX), ODYSSEY THERAPEUTICS INC (ODTX), DIGINEX LTD (DGNX)).
What stocks did Lightspeed Management Company, L.L.C. sell in Q2 2026?
In Q2 2026, Lightspeed Management Company, L.L.C. fully sold 3 positions (SERVICENOW INC (NOW), BLEND LABS INC (BLND), DIGINEX LTD (DGNXUSD)); reduced holdings in FIGMA INC (FIG), PERSONALIS INC (PSNL), NAVAN INC (NAVN).
Which positions did Lightspeed Management Company, L.L.C. initiate in Q2 2026?
Lightspeed Management Company, L.L.C. established 3 new positions in Q2 2026: SPACE EXPLORATION TECHN CORP (SPCX, 51.9%), ODYSSEY THERAPEUTICS INC (ODTX, 2.8%), DIGINEX LTD (DGNX, 0.0%).
Which existing positions saw the largest allocation increases for Lightspeed Management Company, L.L.C. in Q2 2026?
Lightspeed Management Company, L.L.C. reported no material allocation increases in existing positions in Q2 2026.
Which positions did Lightspeed Management Company, L.L.C. fully exit in Q2 2026?
Lightspeed Management Company, L.L.C. fully exited 3 positions in Q2 2026: SERVICENOW INC (NOW, last-reported weight 16.2%), BLEND LABS INC (BLND, last-reported weight 4.0%), DIGINEX LTD (DGNXUSD, last-reported weight 0.1%).
Which existing positions saw the largest allocation reductions for Lightspeed Management Company, L.L.C. in Q2 2026?
Of 3 existing positions with share-count reductions in Q2 2026, the largest were: FIGMA INC (FIG, -0.4% weight, -94.3% shares), PERSONALIS INC (PSNL, -1.9% weight, -25.2% shares), NAVAN INC (NAVN, -27.2% weight, -16.5% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.