Institutional
Lightspeed Management Company, L.L.C.
CIK 0001702122
$988.0M
Reported AUM
8
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NAVN | NAVAN INC | $26.56 | 0.80% | 31.00% | 59.14% | $661.0M | 66.90% | — | HELD |
| 2 | NOW | SERVICENOW INC | $115.76 | 4.65% | -36.70% | -10.07% | $160.0M | 16.20% | — | HELD |
| 3 | PSNL | PERSONALIS INC | $11.73 | -1.26% | 117.63% | -44.62% | $52.0M | 5.26% | — | HELD |
| 4 | KDK | KODIAK AI INC. | $4.02 | -2.19% | -45.82% | -55.48% | $50.9M | 5.16% | — | HELD |
| 5 | BLND | BLEND LABS INC | $1.81 | 1.12% | -49.72% | -88.94% | $39.3M | 3.98% | — | HELD |
| 6 | OLMA | OLEMA PHARMACEUTICALS INC | $11.19 | -3.70% | 118.01% | -61.16% | $20.2M | 2.05% | — | HELD |
| 7 | FIG | FIGMA INC | $24.76 | 1.56% | -79.70% | -64.77% | $3.9M | 0.39% | — | HELD |
| 8 | DGNXUSD | DIGINEX LTD | — | — | — | — | $678K | 0.07% | — | HELD |
Source: SEC EDGAR · accession 0001702122-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.