Filed: 5/15/2026ACC: 0001702122-26-000006
📋 What this filing means
LIGHTSPEED MANAGEMENT COMPANY, L.L.C. filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $987.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$987.97M
Total AUM (reported)
93.03M
Total Shares
Allocation by class
CL A$700.28M70.9%
COM$283.14M28.7%
CLASS A COM STK$3.88M0.4%
ORD SHS$678.4K0.1%
Portfolio Concentration
Top 3$872.95M88.4%
4–10$115.02M11.6%
Top 3 weight
88.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 93.03M
Sole
Full voting authority
93.03M
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)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
NAVAN INC
SOLEShares49.92M
TypeSH
Market value$660.96M
66.90%
Sole
49.92M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares1.53M
TypeSH
Market value$160.00M
16.20%
Sole
1.53M
Shared
0.00
None
0.00
PERSONALIS INC
SOLEShares8.16M
TypeSH
Market value$51.98M
5.26%
Sole
8.16M
Shared
0.00
None
0.00
KODIAK AI INC.
SOLEShares7.34M
TypeSH
Market value$50.94M
5.16%
Sole
7.34M
Shared
0.00
None
0.00
BLEND LABS INC
SOLEShares23.13M
TypeSH
Market value$39.32M
3.98%
Sole
23.13M
Shared
0.00
None
0.00
OLEMA PHARMACEUTICALS INC
SOLEShares1.36M
TypeSH
Market value$20.21M
2.05%
Sole
1.36M
Shared
0.00
None
0.00
FIGMA INC
SOLEShares183.51K
TypeSH
Market value$3.88M
0.39%
Sole
183.51K
Shared
0.00
None
0.00
DIGINEX LTD
SOLEShares1.41M
TypeSH
Market value$678.4K
0.07%
Sole
1.41M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NAVAN INCSOLE | CL A | 49.92M | SH | $660.96M 66.90% | 49.92M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 1.53M | SH | $160.00M 16.20% | 1.53M | 0.00 | 0.00 |
PERSONALIS INCSOLE | COM | 8.16M | SH | $51.98M 5.26% | 8.16M | 0.00 | 0.00 |
KODIAK AI INC.SOLE | COM | 7.34M | SH | $50.94M 5.16% | 7.34M | 0.00 | 0.00 |
BLEND LABS INCSOLE | CL A | 23.13M | SH | $39.32M 3.98% | 23.13M | 0.00 | 0.00 |
OLEMA PHARMACEUTICALS INCSOLE | COM | 1.36M | SH | $20.21M 2.05% | 1.36M | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 183.51K | SH | $3.88M 0.39% | 183.51K | 0.00 | 0.00 |
DIGINEX LTDSOLE | ORD SHS | 1.41M | SH | $678.4K 0.07% | 1.41M | 0.00 | 0.00 |