Total reported value
$988.0M
Reporting period: 2026-03-31 · Number of holdings: 8
LIGHTSPEED MANAGEMENT COMPANY, L.L.C. disclosed 8 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $988.0M and a quarterly turnover rate of 34.4%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "L"
Add NAVN
0.0% -$191.7M
Trim NOW
-14.2% -$113.2M
Trim OLMA
-29.8% -$28.1M
Trim BLND
0.0% -$31.0M
Add PSNL
0.0% -$13.0M
Trim KDK
0.0% -$29.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NAVN | Navan Inc-cl A | Stock-Other | 66.90% | +5.84% | — | |
| 2 | NOW | Servicenow INC | Stock-Tech | 16.20% | -3.37% | -14.19% | |
| 3 | PSNL | Personalis INC | Stock-Other | 5.26% | +0.61% | — | |
| 4 | KDK | Kodiak Ai INC | Stock-Other | 5.16% | -0.58% | — | |
| 5 | BLND | Blend Labs Inc-a | Stock-Other | 3.98% | -1.05% | — | |
| 6 | OLMA | Olema Pharmaceuticals INC | Stock-Other | 2.05% | -1.41% | -29.81% | |
| 7 | FIG | Figma Inc-cl A | Stock-Other | 0.39% | -0.10% | — | |
| 8 | ✓ | Stock-Other | 0.07% | +0.07% | NEW |
Performance for Q3 2026
+47.4%
Performance Last 4 Quarters
+153.8%
Based on 82% of reported portfolio value with available pricing
Lightspeed Management Company, L.l.c.'s most significant position changes for 2026-03-31: New buy: ; Trim: Servicenow INC (NOW) — shares -14.19%; Trim: Olema Pharmaceuticals INC (OLMA) — shares -29.81%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NAVN | Navan Inc-cl A | +5.8% | — | Unchanged |
| 2 | PSNL | Personalis INC | +0.6% | — | Unchanged |
| 3 | FIG | Figma Inc-cl A | -0.1% | — | Unchanged |
| 4 | KDK | Kodiak Ai INC | -0.6% | — | Unchanged |
| 5 | BLND | Blend Labs Inc-a | -1.1% | — | Unchanged |
| 6 | OLMA | Olema Pharmaceuticals INC | -1.4% | -29.81% | Trim |
| 7 | NOW | Servicenow INC | -3.4% | -14.19% | Trim |
| 8 | ✓ | — | NEW | New buy |
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