Filed: 2/17/2026ACC: 0001702122-26-000003
📋 What this filing means
LIGHTSPEED MANAGEMENT COMPANY, L.L.C. filed this quarterly 13F‑HR report disclosing 7 equity positions with a total reported market value of $1.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$1.40B
Total AUM (reported)
92.45M
Total Shares
Allocation by class
CL A$922.97M66.1%
COM$466.61M33.4%
CLASS A COM STK$6.86M0.5%
Portfolio Concentration
Top 3$1.21B86.4%
4–10$190.40M13.6%
Top 3 weight
86.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 92.45M
Sole
Full voting authority
92.45M
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)
Sole7
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings7
Rows:
NAVAN INC
SOLEShares49.92M
TypeSH
Market value$852.66M
61.06%
Sole
49.92M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares1.78M
TypeSH
Market value$273.22M
19.57%
Sole
1.78M
Shared
0.00
None
0.00
KODIAK AI INC.
SOLEShares7.34M
TypeSH
Market value$80.16M
5.74%
Sole
7.34M
Shared
0.00
None
0.00
BLEND LABS INC
SOLEShares23.13M
TypeSH
Market value$70.31M
5.03%
Sole
23.13M
Shared
0.00
None
0.00
PERSONALIS INC
SOLEShares8.16M
TypeSH
Market value$64.96M
4.65%
Sole
8.16M
Shared
0.00
None
0.00
OLEMA PHARMACEUTICALS INC
SOLEShares1.93M
TypeSH
Market value$48.27M
3.46%
Sole
1.93M
Shared
0.00
None
0.00
FIGMA INC
SOLEShares183.51K
TypeSH
Market value$6.86M
0.49%
Sole
183.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NAVAN INCSOLE | CL A | 49.92M | SH | $852.66M 61.06% | 49.92M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 1.78M | SH | $273.22M 19.57% | 1.78M | 0.00 | 0.00 |
KODIAK AI INC.SOLE | COM | 7.34M | SH | $80.16M 5.74% | 7.34M | 0.00 | 0.00 |
BLEND LABS INCSOLE | CL A | 23.13M | SH | $70.31M 5.03% | 23.13M | 0.00 | 0.00 |
PERSONALIS INCSOLE | COM | 8.16M | SH | $64.96M 4.65% | 8.16M | 0.00 | 0.00 |
OLEMA PHARMACEUTICALS INCSOLE | COM | 1.93M | SH | $48.27M 3.46% | 1.93M | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 183.51K | SH | $6.86M 0.49% | 183.51K | 0.00 | 0.00 |