LIGHTSPEED MANAGEMENT COMPANY, L.L.C..

Institutional filer · behavioral pattern: Other. Summary pending.

AUM · — (13F)Positions · 7Turnover · — · Q4Filed · Feb 17, 2026

CONCENTRATION

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Top 10 holdings

NEW BUYS

+$1396.4T deployed

EXITS

No exits

SECTOR SHIFT

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No prior quarter data

3YR HIT RATE

—

Top-5 overlap

§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 17, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q4
1	NAVN	NAVAN INC	49.92M	$852.7T	61.1%	NEW
2	NOW	SERVICENOW INC	1.78M	$273.2T	19.6%	NEW
3	KDK	KODIAK AI INC.	7.34M	$80.2T	5.7%	NEW
4	BLND	BLEND LABS INC	23.13M	$70.3T	5.0%	NEW
5	PSNL	PERSONALIS INC	8.16M	$65.0T	4.7%	NEW
6	OLMA	OLEMA PHARMACEUTICALS INC	1.93M	$48.3T	3.5%	NEW
7	FIG	FIGMA INC	184K	$6.9T	0.5%	NEW

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE LIGHTSPEED SIGNAL

LIGHTSPEED MANAGEMENT COMPANY, L.L.C. is classified as a Other fund.

§ 04 · FILING HISTORY

2 FILINGS

Q4 2025

Steady book

+0 buys · −0 exits · 0 changed

Q1 2025

Steady book

+0 buys · −0 exits · 0 changed