§ 13F · FUND PROFILE
LIGHTSPEED MANAGEMENT COMPANY, L.L.C..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 8Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$678K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NAVN | NAVAN INC | 49.92M | $661M | 66.9% | ±0% |
| 2 | NOW | SERVICENOW INC | 1.53M | $160M | 16.2% | −14% |
| 3 | PSNL | PERSONALIS INC | 8.16M | $52M | 5.3% | ±0% |
| 4 | KDK | KODIAK AI INC. | 7.34M | $51M | 5.2% | ±0% |
| 5 | BLND | BLEND LABS INC | 23.13M | $39M | 4.0% | ±0% |
| 6 | OLMA | OLEMA PHARMACEUTICALS INC | 1.36M | $20M | 2.0% | −30% |
| 7 | FIG | FIGMA INC | 184K | $4M | 0.4% | ±0% |
| 8 | DGNX | DIGINEX LTD | 1.41M | $678K | 0.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIGHTSPEED SIGNAL
AC read
LIGHTSPEED MANAGEMENT COMPANY, L.L.C. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed