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CIK: 0001702122
Total reported value
$2.4B
$2.4B
6 檔
9.7%
At the close of Q2 2025, Lightspeed Management Company, L.L.C. disclosed equity holdings valued at approximately $2.4B, spread across 6 reported holdings.
During Q2 2025, Lightspeed Management Company, L.L.C.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 35.80% | — | — | ||
| 2 | BLND | Blend Labs Inc-a | Stock-Other | 31.96% | -3.98% | EXIT | |
| 3 | PSNL | Personalis Inc | Stock-Other | 22.42% | -1.86% | — | |
| 4 | GRAB | Grab Holdings Limited | Stock-Tech | 4.45% | — | — | |
| 5 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 3.44% | -1.35% | — | |
| 6 | ✓ | Hillevax Inc | Stock-Other | 1.92% | — | — |
According to official SEC Form 13F filings, Lightspeed Management Company, L.L.C. reported a total U.S. public equity portfolio value of $2.4B across 6 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including , BLND, PSNL) accounted for 9.7% of total reported equity market value during Q2 2025.
During Q2 2025, Lightspeed Management Company, L.L.C.'s top holdings by market value included (35.8%)、BLND (32.0%)、PSNL (22.4%). The largest single position, , represented 35.8% of total portfolio value.
In Q2 2025, Lightspeed Management Company, L.L.C. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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