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CIK: 0001702122
Total reported value
$2.4B
$2.4B
6 檔
13.0%
As reported in its official Q3 2025 Form 13F filing, Lightspeed Management Company, L.L.C.'s tracked investment portfolio stood at $2.4B with 6 total positions.
In Q3 2025, Lightspeed Management Company, L.L.C. adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 32.83% | — | — | ||
| 2 | BLND | Blend Labs Inc-a | Stock-Other | 26.22% | -3.98% | EXIT | |
| 3 | PSNL | Personalis Inc | Stock-Other | 16.53% | -1.86% | — | |
| 4 | KDK | Kodiak Ai Inc | Stock-Other | 15.59% | -3.61% | — | |
| 5 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 5.87% | -1.35% | — | |
| 6 | FIG | Figma Inc-cl A | Stock-Other | 2.96% | -0.38% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OLMA | Olema Pharmaceuticals Inc | +0.6% | — | Unchanged |
| 2 | PSNL | Personalis Inc | -4.5% | — | Unchanged |
| 3 | BLND | Blend Labs Inc-a | -30.5% | — | Unchanged |
| 4 | ✓ | — | NEW | New buy | |
| 5 | KDK | Kodiak Ai Inc | — | NEW | New buy |
| 6 | GRAB | Grab Holdings Limited | — | EXIT | Sold out |
| 7 | FIG | Figma Inc-cl A | — | NEW | New buy |
| 8 | UPBD | Upbound Group Inc | — | EXIT | Sold out |
| 9 | ✓ | Hillevax Inc | — | EXIT | Sold out |
| 10 | ACCDUSD | Accolade Inc | — | EXIT | Sold out |
| 11 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 12 | VIR | Vir Biotechnology Inc | — | EXIT | Sold out |
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 Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including , BLND, PSNL) accounted for 13.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
市值: $105.7M
Top Position Liquidated / Trimmed
GRAB
前期市值: $9.6M
During Q3 2025, Lightspeed Management Company, L.L.C.'s top holdings by market value included (32.8%)、BLND (26.2%)、PSNL (16.5%). The largest single position, , represented 32.8% of total portfolio value.
In Q3 2025, Lightspeed Management Company, L.L.C. made 9 total portfolio adjustments, initiating 3 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 6 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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