Investor
LIGHTSPEED MANAGEMENT COMPANY, L.L.C.
CIK 0001702122 · filed 2026-05-15 · SEC filing
13F book
$988M
Positions
8
1 new · 0 sold
Largest name
66.9%
Navan, Inc. · NAVN
Est. mark
−$356M
Price effect on 7 names still held. Flow −$52.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Navan, Inc. | NAVN | 49.9M | $661M | 66.9% | −$191.7M | Held |
| ServiceNow, Inc. | NOW | 1.53M | $160M | 16.2% | −$74.4M | Cut−$113.2M |
| Personalis, Inc. | PSNL | 8.16M | $52M | 5.3% | −$13M | Held |
| Kodiak Ai Inc. | — | 7.34M | $50.9M | 5.2% | −$29.2M | Held |
| Blend Labs, Inc. | BLND | 23.1M | $39.3M | 4.0% | −$31M | Held |
| Olema Pharmaceuticals, Inc. | OLMA | 1.36M | $20.2M | 2.0% | −$13.7M | Cut−$28.1M |
| Figma, Inc. | FIG | 183.5K | $3.88M | 0.4% | −$2.98M | Held |
| Diginex Ltd | DGNX | 1.41M | $678.4K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.