Lightspeed Management Company as of Dec. 31, 2025
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 | 50M | 17.08 | |
| Servicenow (NOW) | 19.6 | $273M | 1.8M | 153.19 | |
| Kodiak Ai (KDK) | 5.7 | $80M | 7.3M | 10.92 | |
| Blend Labs Cl A (BLND) | 5.0 | $70M | 23M | 3.04 | |
| Personalis Ord (PSNL) | 4.7 | $65M | 8.2M | 7.96 | |
| Olema Pharmaceuticals (OLMA) | 3.5 | $48M | 1.9M | 25.00 | |
| Figma Class A Com Stk (FIG) | 0.5 | $6.9M | 184k | 37.37 |
