Institutional Manager · CIK 0001702122
LIGHTSPEED MANAGEMENT COMPANY, L.L.C.
MENLO PARK, CA · File #028-25313
Latest AUM
$1.40B
Positions
7
Top-10 Concentration
100.0%
Filings
6
Sector Allocation
Filing History
View all filings →Top 7 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NAVAN INC | NAVN | 49,921,454 | $852.7M | 61.06% |
| 2 | SERVICENOW INC | NOW | 1,783,545 | $273.2M | 19.57% |
| 3 | KODIAK AI INC. | KDKRW | 7,340,475 | $80.2M | 5.74% |
| 4 | BLEND LABS INC | BLND | 23,127,237 | $70.3M | 5.03% |
| 5 | PERSONALIS INC | PSNL | 8,160,734 | $65.0M | 4.65% |
| 6 | OLEMA PHARMACEUTICALS INC | OLMA | 1,930,894 | $48.3M | 3.46% |
| 7 | FIGMA INC | FIG | 183,511 | $6.9M | 0.49% |