Institutions / Lightspeed Management Company, L.L.C.
Lightspeed Management Company, L.L.C.
CIK 1702122 · Institution · as of Dec 31, 2025
Portfolio value
$1.40B
Positions
7
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Navan, Inc.NAVN | $852.66M | 61.1% |
| ServiceNow Inc | $273.22M | 19.6% |
| Kodiak AI Inc | $80.16M | 5.7% |
| Blend Labs, Inc. | $70.31M | 5.0% |
| Personalis, Inc.PSNL | $64.96M | 4.7% |
| Olema Pharmaceuticals, Inc. | $48.27M | 3.5% |
| Figma, Inc.FIG | $6.86M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.