Q3 2025 · 13F-HR
Lightspeed Management Company, L.L.C.holdings as filed
Filed 2025-11-14 · accession 0001702122-25-000005
$322.0M
Reported value
6
Positions
2025-09-30
Period end
The Brief · Lightspeed Management Company, L.L.C. · Q3 2025
AI · grounded in 13F
Lightspeed Management Company, L.L.C. established a new position in Webull Corp BULL valued at $105.7M. The fund also initiated stakes in Blend Labs Inc BLND for $84.4M and Personalis Inc PSNL for $53.2M. These moves contributed to a total AUM of $321.9M across six new positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G9572D103 | BULL | WEBULL CORP | $105.7M | 32.8% | 7,148,051 | Common | SOLE |
| 09352U108 | BLND | BLEND LABS INC | $84.4M | 26.2% | 23,127,237 | Common | SOLE |
| 71535D106 | PSNL | PERSONALIS INC | $53.2M | 16.5% | 8,160,734 | Common | SOLE |
| 500081104 | KDK | KODIAK AI INC. | $50.2M | 15.6% | 7,340,475 | Common | SOLE |
| 68062P106 | OLMA | OLEMA PHARMACEUTICALS INC | $18.9M | 5.87% | 1,930,894 | Common | SOLE |
| 316841105 | FIG | FIGMA INC | $9.5M | 2.96% | 183,511 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.