LIGHTSPEED MANAGEMENT COMPANY, L.L.C.
13F Reported Value
ⓘ$988.0M
Holdings
8
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
LIGHTSPEED MANAGEMENT COMPANY, L.L.C. disclosed 8 positions worth $988.0M in its Form 13F-HR for Q1 2026, led by $NAVN (Navan, Inc.) at 66.9% of the equity portfolio, followed by $NOW and $PSNL. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $DGNX. The portfolio is most concentrated in Technology (92.7% of disclosed assets). All figures are sourced directly from LIGHTSPEED MANAGEMENT COMPANY, L.L.C.’s Form 13F-HR filing with the SEC under CIK 1702122.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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- —
Quality
$661.0M49,921,454 sh - 76.0#115
Quality
$160.0M1,530,400 sh - 15.7#2,744
Quality
$52.0M8,160,734 sh - 26.1
Quality
$50.9M7,340,475 sh - 24.1
Quality
$39.3M23,127,237 sh - —
Quality
$20.2M1,355,299 sh - 45.2
Quality
$3.9M183,511 sh - —
Quality
$678.4K1,412,938 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Navan, Inc.$NAVN | — | $661.0M | 49,921,454 |
 ServiceNow, Inc.$NOW | 76.0#115 | $160.0M | 1,530,400 |
 Personalis, Inc.$PSNL | 15.7#2,744 | $52.0M | 8,160,734 |
 Kodiak AI, Inc.$KDK | 26.1 | $50.9M | 7,340,475 |
 Blend Labs, Inc.$BLND | 24.1 | $39.3M | 23,127,237 |
 Olema Pharmaceuticals, Inc.$OLMA | — | $20.2M | 1,355,299 |
 Figma, Inc.$FIG | 45.2 | $3.9M | 183,511 |
 Diginex Ltd$DGNX | — | $678.4K | 1,412,938 |
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32-signal composite ranking on each of LIGHTSPEED MANAGEMENT COMPANY, L.L.C.'s 8 positions.
Showing top 8 of 8 holdings.
Sector Allocation
Technology
$915.8M
Healthcare
$72.2M
Full Holdings — LIGHTSPEED MANAGEMENT COMPANY, L.L.C. (Q1 2026)
All 8 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NAVN | Navan, Inc. | $661.0M | 66.9% | +0% | — |
| 2 | $NOW | ServiceNow, Inc. | $160.0M | 16.2% | -14% | 76 |
| 3 | $PSNL | Personalis, Inc. | $52.0M | 5.3% | +0% | 15.7 |
| 4 | $KDK | Kodiak AI, Inc. | $50.9M | 5.2% | +0% | 26.1 |
| 5 | $BLND | Blend Labs, Inc. | $39.3M | 4.0% | +0% | 24.1 |
| 6 | $OLMA | Olema Pharmaceuticals, Inc. | $20.2M | 2.0% | -30% | — |
| 7 | $FIG | Figma, Inc. | $3.9M | 0.4% | +0% | 45.2 |
| 8 | $DGNX | Diginex Ltd | $678,352 | 0.1% | NEW | — |
New Positions (1)
$DGNX Diginex Ltd$678,352Browse Top Institutional Investors
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