Lightspeed Management Company

Latest statistics and disclosures from Lightspeed Management Company's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BULL, BLND, PSNL, Kodiak Ai, OLMA, and represent 97.04% of Lightspeed Management Company's stock portfolio.
  • Added to shares of these 2 stocks: Kodiak Ai (+$50M), FIG (+$9.5M).
  • Started 2 new stock positions in Kodiak Ai, FIG.
  • Reduced shares in these 2 stocks: GRAB (-$11M), Hillevax.
  • Sold out of its positions in Hillevax, GRAB.
  • Lightspeed Management Company was a net buyer of stock by $45M.
  • Lightspeed Management Company has $322M in assets under management (AUM), dropping by 34.83%.
  • Central Index Key (CIK): 0001702122

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Portfolio Holdings for Lightspeed Management Company

Lightspeed Management Company holds 6 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Webull Corp Ord Shs (BULL) 32.8 $106M 7.1M 14.79
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Blend Labs Cl A (BLND) 26.2 $84M 23M 3.65
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Personalis Ord (PSNL) 16.5 $53M 8.2M 6.52
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Kodiak Ai 15.6 $50M NEW 7.3M 6.84
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Olema Pharmaceuticals (OLMA) 5.9 $19M 1.9M 9.79
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Figma Class A Com Stk (FIG) 3.0 $9.5M NEW 184k 51.87
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Past Filings by Lightspeed Management Company

SEC 13F filings are viewable for Lightspeed Management Company going back to 2024