Lightspeed Management Company, L.L.C.
Net buyer this quarter
$2.4B
8
+$905M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPCX | $1.25B | 51.86% | Not reported | New | Q2 2026 |
 NAVN | $954M | 39.65% | 91.08% | -16.5% | Q4 2025 |
 PSNL | $81.8M | 3.40% | 5.74% | -25.2% | Q4 2024 |
 ODTX | $67.5M | 2.81% | 7.53% | New | Q2 2026 |
 KDK | $37.3M | 1.55% | 3.78% | Not reported | Q3 2025 |
 OLMA | $17M | 0.71% | 1.55% | Not reported | Q4 2024 |
 DGNX | $261K | 0.01% | 4.85% | 0.0% | Q1 2026 |
 FIG | $188K | 0.01% | Not reported | -94.3% | Q3 2025 |
| Q1 2026 | |||||
| NAVN | $661M | 66.90% | 109.04% | Not reported | Q4 2025 |
 NOW | $160M | 16.20% | 0.15% | -14.2% | Q4 2025 |
| PSNL | $52M | 5.26% | 7.80% | Not reported | Q4 2024 |
| KDK | $50.9M | 5.16% | 4.14% | Not reported | Q3 2025 |
 BLND | $39.3M | 3.98% | 9.35% | Not reported | Q4 2024 |
| OLMA | $20.2M | 2.05% | 1.55% | -29.8% | Q4 2024 |
| FIG | $3.88M | 0.39% | Not reported | Not reported | Q3 2025 |
| DGNX | $678K | 0.07% | 4.85% | New | Q1 2026 |
| Q4 2025 | |||||
| NAVN | $853M | 61.06% | 109.04% | New | Q4 2025 |
| NOW | $273M | 19.57% | 0.17% | New | Q4 2025 |
| KDK | $80.2M | 5.74% | 4.18% | Not reported | Q3 2025 |
| BLND | $70.3M | 5.03% | 9.03% | Not reported | Q4 2024 |
| PSNL | $65M | 4.65% | 7.96% | Not reported | Q4 2024 |
| OLMA | $48.3M | 3.46% | 2.37% | Not reported | Q4 2024 |
| FIG | $6.86M | 0.49% | Not reported | Not reported | Q3 2025 |
| Q3 2025 | |||||
 BULL | $106M | 32.83% | Not reported | Not reported | Q2 2025 |
| BLND | $84.4M | 26.22% | 8.89% | Not reported | Q4 2024 |
| PSNL | $53.2M | 16.53% | 9.20% | Not reported | Q4 2024 |
| KDK | $50.2M | 15.59% | 4.20% | New | Q3 2025 |
| OLMA | $18.9M | 5.87% | 2.81% | Not reported | Q4 2024 |
| FIG | $9.52M | 2.96% | Not reported | New | Q3 2025 |