# COSMIC MANAGEMENT, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2113747. Source: https://holderbook.com/funds/2113747-cosmic-management-llc/

- Reported value: $382.0M
- Positions: 5
- Weight of the ten largest: 100.0%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NAVAN INC | [NAVN](https://holderbook.com/stocks/NAVN/) | $163.3M | 7,138,769 | 42.7% | 3 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $92.4M | 540,520 | 24.2% | 1 |
| FIGMA INC | [FIG](https://holderbook.com/stocks/FIG/) | $73.4M | 4,054,988 | 19.2% | 3 |
| SAMSARA INC | [IOT](https://holderbook.com/stocks/IOT/) | $40.7M | 1,255,944 | 10.7% | 3 |
| BIOAGE LABS INC | [BIOA](https://holderbook.com/stocks/BIOA/) | $12.3M | 501,833 | 3.2% | 3 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $382.0M | 5 |
| Q1 2026 | $228.8M | 4 |
| Q4 2025 | $324.6M | 4 |