Filed: 11/14/2025ACC: 0001702122-25-000005
📋 What this filing means
LIGHTSPEED MANAGEMENT COMPANY, L.L.C. filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $321.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$321.97M
Total AUM (reported)
47.89M
Total Shares
Allocation by class
COM$122.32M38.0%
ORD SHS$105.72M32.8%
CL A$84.41M26.2%
CLASS A COM STK$9.52M3.0%
Portfolio Concentration
Top 3$243.34M75.6%
4–10$78.63M24.4%
Top 3 weight
75.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 47.89M
Sole
Full voting authority
47.89M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
WEBULL CORP
SOLEShares7.15M
TypeSH
Market value$105.72M
32.83%
Sole
7.15M
Shared
0.00
None
0.00
BLEND LABS INC
SOLEShares23.13M
TypeSH
Market value$84.41M
26.22%
Sole
23.13M
Shared
0.00
None
0.00
PERSONALIS INC
SOLEShares8.16M
TypeSH
Market value$53.21M
16.53%
Sole
8.16M
Shared
0.00
None
0.00
KODIAK AI INC.
SOLEShares7.34M
TypeSH
Market value$50.21M
15.59%
Sole
7.34M
Shared
0.00
None
0.00
OLEMA PHARMACEUTICALS INC
SOLEShares1.93M
TypeSH
Market value$18.90M
5.87%
Sole
1.93M
Shared
0.00
None
0.00
FIGMA INC
SOLEShares183.51K
TypeSH
Market value$9.52M
2.96%
Sole
183.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WEBULL CORPSOLE | ORD SHS | 7.15M | SH | $105.72M 32.83% | 7.15M | 0.00 | 0.00 |
BLEND LABS INCSOLE | CL A | 23.13M | SH | $84.41M 26.22% | 23.13M | 0.00 | 0.00 |
PERSONALIS INCSOLE | COM | 8.16M | SH | $53.21M 16.53% | 8.16M | 0.00 | 0.00 |
KODIAK AI INC.SOLE | COM | 7.34M | SH | $50.21M 15.59% | 7.34M | 0.00 | 0.00 |
OLEMA PHARMACEUTICALS INCSOLE | COM | 1.93M | SH | $18.90M 5.87% | 1.93M | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 183.51K | SH | $9.52M 2.96% | 183.51K | 0.00 | 0.00 |