Investor
COSMIC MANAGEMENT, LLC
CIK 0002113747 · filed 2026-05-13 · SEC filing
13F book
$228.8M
Positions
4
Largest name
41.3%
Navan, Inc. · NAVN
Est. mark
−$95.8M
Price effect on 4 names still held. Flow −$0.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Navan, Inc. | NAVN | 7.14M | $94.5M | 41.3% | −$27.4M | Held |
| Figma, Inc. | FIG | 4.05M | $85.7M | 37.5% | −$65.8M | Held |
| Samsara Inc. | IOT | 1.26M | $39.8M | 17.4% | −$4.72M | Held |
| BioAge Labs, Inc. | BIOA | 501.8K | $8.78M | 3.8% | $2.14M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.