Cosmic Management, LLC

Institutional

CIK 0002113747

$228.8M

Reported AUM

Positions

Q1 2026

Period

2026-05-13

Filed

The Brief · Cosmic Management, LLC · Q1 2026

AI · grounded in 13F

Cosmic Management, LLC reported no changes to its 13F holdings for 2026-03-31 relative to 2025-12-31.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	NAVN	NAVAN INC	$26.62	-0.34%	31.29%	59.50%	$94.5M	41.31%	—	HELD
2	FIG	FIGMA INC	$24.32	2.36%	-80.07%	-65.40%	$85.7M	37.46%	—	HELD
3	IOT	SAMSARA INC	$37.27	4.11%	3.50%	105.91%	$39.8M	17.39%	—	HELD
4	BIOA	BIOAGE LABS INC	$9.04	-63.62%	119.42%	-61.69%	$8.8M	3.84%	—	HELD

Source: SEC EDGAR · accession 0002113747-26-000007. 13F discloses long positions only — shorts, foreign equities, and options are excluded.