Lightspeed Management Company
Latest statistics and disclosures from Lightspeed Management Company's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NAVN, NOW, PSNL, KDK, BLND, and represent 97.49% of Lightspeed Management Company's stock portfolio.
- Added to shares of these 1 stock: DGNX.
- Started 1 new stock position in DGNX.
- Reduced shares in these 2 stocks: NOW (-$27M), OLMA (-$8.6M).
- Lightspeed Management Company was a net seller of stock by $-34M.
- Lightspeed Management Company has $988M in assets under management (AUM), dropping by -29.25%.
- Central Index Key (CIK): 0001702122
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Positions held by Lightspeed Management Company consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Lightspeed Management Company
Lightspeed Management Company holds 8 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Navan Cl A (NAVN) | 66.9 | $661M | 50M | 13.24 |
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| Servicenow (NOW) | 16.2 | $160M | -14% | 1.5M | 104.55 |
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| Personalis Ord (PSNL) | 5.3 | $52M | 8.2M | 6.37 |
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| Kodiak Ai (KDK) | 5.2 | $51M | 7.3M | 6.94 |
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| Blend Labs Cl A (BLND) | 4.0 | $39M | 23M | 1.70 |
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| Olema Pharmaceuticals (OLMA) | 2.0 | $20M | -29% | 1.4M | 14.91 |
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| Figma Class A Com Stk (FIG) | 0.4 | $3.9M | 184k | 21.14 |
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| Diginex Ord Shs (DGNX) | 0.1 | $678k | NEW | 1.4M | 0.48 |
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Past Filings by Lightspeed Management Company
SEC 13F filings are viewable for Lightspeed Management Company going back to 2024
- Lightspeed Management Company 2026 Q1 filed May 15, 2026
- Lightspeed Management Company 2025 Q4 filed Feb. 17, 2026
- Lightspeed Management Company 2025 Q3 filed Nov. 14, 2025
- Lightspeed Management Company 2025 Q2 filed Aug. 14, 2025
- Lightspeed Management Company 2024 Q4 restated filed May 15, 2025
- Lightspeed Management Company 2025 Q1 filed May 15, 2025
- Lightspeed Management Company 2024 Q4 filed Feb. 14, 2025