Lightspeed Makes a Big Bet on Self-Driving Trucks, Loading Up on 7 Million Shares of Kodiak AI (KDK)
Source: Motley Fool
2026-03-01 23:23:49 ET
According to a SEC filing dated February 17, 2026, Lightspeed Management Company initiated a new position in Kodiak AI (NASDAQ:KDK) by purchasing 7,340,475 shares during the fourth quarter. The estimated transaction value was $80.16 million.
This new position represents 5.74% of the fund’s 13F reportable AUM as of December 31, 2025.
Top five holdings after the filing:
Blend Labs Inc. Class A
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