Institutional Fund
Lightspeed Management Company, L.L.C.
Menlo Park, CACIK 17021226 filings on record
Portfolio Value
$987.97M
Q1 2026
Holdings
8
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-29.3%
from $1.40B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Navan Inc66.9%
- Servicenow Inc16.2%
- Personalis Inc5.3%
- Kodiak Ai Inc.5.2%
- Blend Labs Inc4.0%
- Olema Pharmaceuticals Inc2.0%
Portfolio Holdings
8 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Navan Inc | 49.92M | $660.96M | 66.9% | 0 | Held |
| 2 | Servicenow Inc | 1.53M | $160.00M | 16.2% | −253.1K | Reduced |
| 3 | Personalis Inc | 8.16M | $51.98M | 5.3% | 0 | Held |
| 4 | Kodiak Ai Inc. | 7.34M | $50.94M | 5.2% | 0 | Held |
| 5 | Blend Labs Inc | 23.13M | $39.32M | 4.0% | 0 | Held |
| 6 | Olema Pharmaceuticals Inc | 1.36M | $20.21M | 2.0% | −575.6K | Reduced |
| 7 | Figma Inc | 183.5K | $3.88M | 0.4% | 0 | Held |
| 8 | Diginex Ltd | 1.41M | $678.4K | 0.1% | +1.41M | New |