Lightspeed Management Company, L.L.C. — 13F Holdings & Portfolio
CIK 1702122 · latest 13F-HR filed 2026-05-15
Lightspeed Management Company, L.L.C. manages $988.0M in 13F-reported U.S. long-equity assets across 8 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NAVN (66.90%), NOW (16.20%), PSNL (5.26%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 0, added to 0, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$988.0M
Long-equity book
8
Distinct positions
2026-03-31
Filed 2026-05-15
+1 / −0 / ↑0 / ↓7
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- NAVAN INC-$191.7M -22.5%
- SERVICENOW INC-$113.2M -41.4%
- BLEND LABS INC-$31.0M -44.1%
- KODIAK AI INC.-$29.2M -36.4%
- OLEMA PHARMACEUTICALS INC-$28.1M -58.1%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NAVAN INC | NAVN | 639193101 | $661.0M | 66.90% | 49,921,454 | SH |
| 2 | SERVICENOW INC | NOW | 81762P102 | $160.0M | 16.20% | 1,530,400 | SH |
| 3 | PERSONALIS INC | PSNL | 71535D106 | $52.0M | 5.26% | 8,160,734 | SH |
| 4 | KODIAK AI INC. | KDK | 500081104 | $50.9M | 5.16% | 7,340,475 | SH |
| 5 | BLEND LABS INC | BLND | 09352U108 | $39.3M | 3.98% | 23,127,237 | SH |
| 6 | OLEMA PHARMACEUTICALS INC | OLMA | 68062P106 | $20.2M | 2.05% | 1,355,299 | SH |
| 7 | FIGMA INC | FIG | 316841105 | $3.9M | 0.39% | 183,511 | SH |
| 8 | DIGINEX LTD | DGNX | G28687104 | $678.4K | 0.07% | 1,412,938 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $988.0M | 8 | 0001702122-26-000006 |
| 2025-12-31 | 2026-02-17 | $1.40B | 7 | 0001702122-26-000003 |
| 2025-09-30 | 2025-11-14 | $322.0M | 6 | 0001702122-25-000005 |