2026 Q1 Portfolio Activity
In 2026 Q1, Lightspeed Management Company, L.L.C. maintained a portfolio of 8 distinct positions. The most significant new addition was DIGINEX LTD, now representing 0.07% of the total fund value. The fund also reduced its exposure to OLEMA PHARMACEUTICALS INC by 29.8%.
Position History
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Lightspeed Management Company, L.L.C.
Menlo Park, CA
Venture Capital / Private Fund Manager
AUM $988M
Total Positions
8
Quarter
2026 Q1
Top Holding
NAVN (66.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Lightspeed Management Company, L.L.C. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NAVN
NAVAN INC
|
Technology | 66.90% | 61.06% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
49,921,454 | $660,960,051 |
$17.08
+16.4%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
NOW
SERVICENOW INC
|
Technology | 16.20% | 19.57% |
#2
Prev: #2
|
6.0 |
—
|
-253,145 | -14.2% |
P
S
|
1,530,400 | $160,003,320 |
$153.19
-34.9%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
PSNL
PERSONALIS INC
|
Healthcare | 5.26% | 4.65% |
#3
2
Prev: #5
|
4.1 |
—
|
no change | no change |
P
S
|
8,160,734 | $51,983,876 |
$5.78
+46.5%
|
2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
KDK
KODIAK AI INC.
|
Technology | 5.16% | 5.74% |
#4
1
Prev: #3
|
3.6 |
—
|
no change | no change |
P
S
|
7,340,475 | $50,942,897 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BLND
BLEND LABS INC
|
Technology | 3.98% | 5.03% |
#5
1
Prev: #4
|
3.1 |
—
|
no change | no change |
P
S
|
23,127,237 | $39,316,303 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OLMA
OLEMA PHARMACEU...
|
Healthcare | 2.05% | 3.46% |
#6
Prev: #6
|
0.8 |
—
|
-575,595 | -29.8% |
P
S
|
1,355,299 | $20,207,508 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FIG
FIGMA INC
|
Technology | 0.39% | 0.49% |
#7
Prev: #7
|
1.2 |
—
|
no change | no change |
P
S
|
183,511 | $3,879,423 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DGNX
DIGINEX LTD
|
Industrials | 0.07% | — |
#8
Prev: #—
|
3.5 |
—
|
1,412,938 | — |
NEW
|
1,412,938 | $678,352 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-8 of 8 holdings