Lightspeed Management Company

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

  • Top 5 stock holdings are NAVN, NOW, KDK, BLND, PSNL, and represent 96.05% of Lightspeed Management Company's stock portfolio.
  • Added to shares of these 2 stocks: NAVN (+$853M), NOW (+$273M).
  • Started 2 new stock positions in NOW, NAVN.
  • Reduced shares in these 1 stock: BULL (-$106M).
  • Sold out of its position in BULL.
  • Lightspeed Management Company was a net buyer of stock by $1.0B.
  • Lightspeed Management Company has $1.4B in assets under management (AUM), dropping by 333.71%.
  • Central Index Key (CIK): 0001702122

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Portfolio Holdings for Lightspeed Management Company

Lightspeed Management Company holds 7 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Navan Cl A (NAVN) 61.1 $853M NEW 50M 17.08
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Servicenow (NOW) 19.6 $273M NEW 1.8M 153.19
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Kodiak Ai (KDK) 5.7 $80M 7.3M 10.92
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Blend Labs Cl A (BLND) 5.0 $70M 23M 3.04
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Personalis Ord (PSNL) 4.7 $65M 8.2M 7.96
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Olema Pharmaceuticals (OLMA) 3.5 $48M 1.9M 25.00
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Figma Class A Com Stk (FIG) 0.5 $6.9M 184k 37.37
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Past Filings by Lightspeed Management Company

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