Q1 2026 · 13F-HR
Lightspeed Management Company, L.L.C.holdings as filed
Filed 2026-05-15 · accession 0001702122-26-000006
$988.0M
Reported value
8
Positions
2026-03-31
Period end
The Brief · Lightspeed Management Company, L.L.C. · Q1 2026
AI · grounded in 13F
Lightspeed Management Company, L.L.C. established a new position in Diginex Ltd DGNXUSD valued at $678,352. The fund also reduced its holdings in Olema Pharmaceuticals Inc OLMA by 29.81% and ServiceNow Inc NOW by 14.19%. These moves brought the fund's total assets under management to $987,971,730 across 8 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 639193101 | NAVN | NAVAN INC | $661.0M | 66.9% | 49,921,454 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $160.0M | 16.2% | 1,530,400 | Common | SOLE |
| 71535D106 | PSNL | PERSONALIS INC | $52.0M | 5.26% | 8,160,734 | Common | SOLE |
| 500081104 | KDK | KODIAK AI INC. | $50.9M | 5.16% | 7,340,475 | Common | SOLE |
| 09352U108 | BLND | BLEND LABS INC | $39.3M | 3.98% | 23,127,237 | Common | SOLE |
| 68062P106 | OLMA | OLEMA PHARMACEUTICALS INC | $20.2M | 2.05% | 1,355,299 | Common | SOLE |
| 316841105 | FIG | FIGMA INC | $3.9M | 0.39% | 183,511 | Common | SOLE |
| G28687104 | DGNXUSD | DIGINEX LTD | $678,352 | 0.07% | 1,412,938 | 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.