Lightspeed Management Company, L.L.C.
CIK: 0001702122SEC EDGAR →
Portfolio Value
$1.4B
Holdings
7
As of
Q4 2025
New Positions
2
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NAVAN INC | 49,921,454 | $852.7M | 61.06% |
| 2 | SERVICENOW INC | 1,783,545 | $273.2M | 19.57% |
| 3 | KODIAK AI INC. | 7,340,475 | $80.2M | 5.74% |
| 4 | BLEND LABS INC | 23,127,237 | $70.3M | 5.03% |
| 5 | PERSONALIS INC | 8,160,734 | $65.0M | 4.65% |
| 6 | OLEMA PHARMACEUTICALS INC | 1,930,894 | $48.3M | 3.46% |
| 7 | FIGMA INC | 183,511 | $6.9M | 0.49% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 5 | $1.3B | 91.9% |
| Healthcare | 2 | $113.2M | 8.1% |