Lightspeed Management Company, L.L.C.
CIK: 0001702122Latest portfolio: $1.4B · Q4 2025
Holdings
7
Total Value
$1.4B
New Positions
2
Closed Positions
1
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NAVNNAVAN INC | 49,921,454 | $852.7M | 61.06% | NEW | |
| 2 | NOWSERVICENOW INC | 1,783,545 | $273.2M | 19.57% | NEW | |
| 3 | KDKKODIAK AI INC. | 7,340,475 | $80.2M | 5.74% | — | |
| 4 | BLNDBLEND LABS INC | 23,127,237 | $70.3M | 5.03% | — | |
| 5 | PSNLPERSONALIS INC | 8,160,734 | $65.0M | 4.65% | — | |
| 6 | OLMAOLEMA PHARMACEUTICALS INC | 1,930,894 | $48.3M | 3.46% | — | |
| 7 | FIGFIGMA INC | 183,511 | $6.9M | 0.49% | — |
Quarterly Changes
Sector Breakdown
Technology0.0% ($85265827322180160.0T)
Healthcare0.0% ($6.5T)
Filing History
Fund Information
Lightspeed Management Company, L.L.C. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.4B across 7 holdings. The largest position is NAVAN INC (NAVN), representing 61.1% of the portfolio. Compared to the previous quarter, the fund opened 2 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.