Lightspeed Management Company, L.L.C. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.4B
Holdings
7
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NAVNNAVAN INC | 49,921,454 | $852.7M | 61.06% | |
| 2 | NOWSERVICENOW INC | 1,783,545 | $273.2M | 19.57% | |
| 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% |