Institutional filer · SEC 13F · Q4 2025

Cosmic Management, LLC

The reported 13F portfolio of Cosmic Management, LLC (CIK 2113747) - top holdings, how concentrated the book is, and what changed last quarter.

$324.6M
Reported book
4
Positions
#137
of 360 filers
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The verdict

According to SEC Form 13F-HR filings in this corpus, Cosmic Management, LLC ranks #137 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2025 the reported book is $324.6M across 4 positions, a concentrated portfolio led by a few core positions.

$324.6M
reported 13F value
4
disclosed positions
46.7%
in FIGMA INC
#137
of 360 filers

Top-5 share 100.0% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).

According to SEC Form 13F-HR filings in this corpus, Cosmic Management, LLC ranks #137 of 360 institutional filers by reported book value (largest first), matching the /funds listing.

Where Cosmic Management, LLC sits by disclosed position count

Cosmic Management, LLC reports 4 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.

Cosmic Management, LLC vs all filers by holding count

Where this filer's disclosed position inventory sits among every tracked 13F manager

4 347th of 360 higher than 13 of 360 filers

Filers, banded by disclosed position count

Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · 2026-05-16

How 13F filings are computed · All institutional filers · Largest filers by value

SEC Form 13F-HR filing desk

CIK 2113747 · Q4 2025 $325M book

BOOK-MID · POS-CORE · CONC-DOM · LEAD-DOM · PHOTO-UNK · TREND-FLAT · FY-SNAPSHOT

  • BOOK-MID #137/360
  • POS-CORE 4 names
  • CONC-DOM 100% top-5
  • LEAD-DOM 46.7% FIGMA
  • PHOTO-UNK No peer
  • TREND-FLAT Book steady
  • FY-SNAPSHOT Q4 2025

Read with: Ownership concentration guide - Cosmic Management, LLC's top-five positions weigh 100% of its reported book — read concentration before inferring strategy.

Cosmic Management, LLC's largest reported positions
  1. 1
    FIGMA INC $151.5M

    46.7% of book

  2. 2
    NAVAN INC $121.9M

    37.6% of book

  3. 3
    SAMSARA INC $44.5M

    13.7% of book

  4. 4

    2.0% of book

Top 4 of 4 positions by value · Q4 2025

Top Reported Holdings

# Security Value % of book
1 FIGMA INC $151.5M 46.7%
2 NAVAN INC $121.9M 37.6%
3 SAMSARA INC $44.5M 13.7%
4 BIOAGE LABS INC $6.6M 2.0%

Latest Quarter Trades · Q4 2025

New positions (4)

FIGMA INC $151.5M
639193101 $121.9M
SAMSARA INC $44.5M

Frequently Asked Questions

How big is Cosmic Management, LLC's 13F portfolio?
Cosmic Management, LLC reports $324.6M of long US-equity positions across 4 securities as of Q4 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
Where does Cosmic Management, LLC sit among tracked 13F filers?
According to SEC Form 13F-HR filings in this corpus, Cosmic Management, LLC ranks #137 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
What is Cosmic Management, LLC's largest position?
Cosmic Management, LLC's largest reported position is FIGMA INC at $151.5M, about 46.7% of its reported book as of Q4 2025.
What did Cosmic Management, LLC trade last quarter?
In its Q4 2025 filing, Cosmic Management, LLC opened 4 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.

Using this filing

  • The rankings sort every tracked filer the same way Cosmic Management, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
  • 13F book size and holding count both vary widely by manager, see how Cosmic Management, LLC stacks up against the full filer population. Browse filers
  • 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology

Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.