13F Portfolios

Lightspeed Management Company, L.L.C.: ODYSSEY THERAPEUTICS INC (ODTX): Quarterly 13F Position History

As of Q2 2026, Lightspeed Management Company, L.L.C. reported 3,608,443 shares of ODYSSEY THERAPEUTICS INC (ODTX), worth $67.5M and representing 2.8% of its 13F equity book. The position first appeared in Q2 2026 and has been disclosed across 1 13F-HR filing in Pactolio's tracked window.

Recent initiation: Lightspeed Management Company, L.L.C. first reported ODTX on the Q2 2026 filing, so fewer than three quarters of history are available.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 1 quarter

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 3,608,443 $67.5M 2.8% $18.7

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did Lightspeed Management Company, L.L.C. first disclose a ODTX position in 13F-HR filings?

Lightspeed Management Company, L.L.C. first reported ODYSSEY THERAPEUTICS INC (ODTX) on its 13F-HR filing for the period ending 2026-06-30 (Q2 2026). The position has appeared on 1 reported quarter within Pactolio's tracked window.

What was Lightspeed Management Company, L.L.C.'s most recent quarter-over-quarter share-count change in ODTX?

Lightspeed Management Company, L.L.C. reported 3,608,443 shares of ODTX on the most recent 13F-HR filing (Q2 2026). Insufficient prior data for a quarter-over-quarter share-count comparison.

Does the implied price-per-share represent Lightspeed Management Company, L.L.C.'s cost basis in ODTX?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.