LIGHTSPEED MANAGEMENT COMPANY, L.L.C.

PrivateCIK: 1702122
Location

MENLO PARK, CA

8
Positions
$987.97M
Total AUM (reported)
93.03M
Total Shares

Allocation by class

TOTAL AUM$987.97M8 positions
CL A$700.28M70.9%
COM$283.14M28.7%
CLASS A COM STK$3.88M0.4%
ORD SHS$678.4K0.1%

Portfolio Concentration

Top 388.4%4–1011.6%TOP 10100.0%0%100%
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

SOLE
CL A
Shares49.92M
TypeSH
Market value$660.96M
66.90%
Sole
49.92M
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares1.53M
TypeSH
Market value$160.00M
16.20%
Sole
1.53M
Shared
0.00
None
0.00

PERSONALIS INC

SOLE
COM
Shares8.16M
TypeSH
Market value$51.98M
5.26%
Sole
8.16M
Shared
0.00
None
0.00

KODIAK AI INC.

SOLE
COM
Shares7.34M
TypeSH
Market value$50.94M
5.16%
Sole
7.34M
Shared
0.00
None
0.00

BLEND LABS INC

SOLE
CL A
Shares23.13M
TypeSH
Market value$39.32M
3.98%
Sole
23.13M
Shared
0.00
None
0.00

OLEMA PHARMACEUTICALS INC

SOLE
COM
Shares1.36M
TypeSH
Market value$20.21M
2.05%
Sole
1.36M
Shared
0.00
None
0.00

FIGMA INC

SOLE
CLASS A COM STK
Shares183.51K
TypeSH
Market value$3.88M
0.39%
Sole
183.51K
Shared
0.00
None
0.00

DIGINEX LTD

SOLE
ORD SHS
Shares1.41M
TypeSH
Market value$678.4K
0.07%
Sole
1.41M
Shared
0.00
None
0.00