13F HOLDINGS REPORT
LIGHTSPEED MANAGEMENT COMPANY, L.L.C.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001104659-25-014141
Total Value
$357.6M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HESAI GROUP | HSIGF | 8,000,000 | $110.6M | 30.92% |
| 2 | BLEND LABS INC | BLND | 23,127,237 | $97.4M | 27.23% |
| 3 | AURORA INNOVATION INC | AUROW | 11,746,572 | $74.0M | 20.70% |
| 4 | PERSONALIS INC | PSNL | 8,160,734 | $47.2M | 13.19% |
| 5 | OLEMA PHARMACEUTICALS INC | OLMA | 1,930,894 | $11.3M | 3.15% |
| 6 | GRAB HOLDINGS LIMITED | GRABW | 2,114,734 | $10.0M | 2.79% |
| 7 | HILLEVAX INC | 43157M102 | 2,341,376 | $4.8M | 1.36% |
| 8 | ROBINHOOD MKTS INC | 770700102 | 41,561 | $1.5M | 0.43% |
| 9 | SALESFORCE INC | CRM | 1,237 | $413,566 | 0.12% |
| 10 | ACCOLADE INC | 00437E102 | 66,578 | $227,697 | 0.06% |
| 11 | VIR BIOTECHNOLOGY INC | VIR | 28,421 | $208,610 | 0.06% |