The Analysis of Lightspeed Management Company, L.L.C.'s Holdings & P&L

Currently, Lightspeed Management Company, L.L.C. holds 8 types of securities in its portfolio with a total value $988.0M. In the most recent quarter, they have increased their positions in DGNX (+1.4M shares, valued at $678.4K); decreased their positions in NOW (-253.1K shares, valued at $26.5M), OLMA (-575.6K shares, valued at $8.6M); initiated new positions in DGNX (+1.4M shares, valued at $678.4K).

1M P&L

+51.5M+19.50%

3M P&L

-28.3M-8.22%

HY P&L

-182.3M-36.60%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application350.4M

75.6%

2Diagnostics & Research65.0M

14.0%

3Biotechnology48.3M

10.4%

Top Industries by Stock Count

1Software - Application3 stocks

60.0%

2Biotechnology1 stocks

20.0%

3Diagnostics & Research1 stocks

20.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NAVAN INC NAVAN INC49.9M shares0.00%2026-03-312026-05-15

NOW SERVICENOW INC1.5M shares-14.19%2026-03-312026-05-15

PSNL PERSONALIS INC8.2M shares0.00%2026-03-312026-05-15

KODIAK AI INC. KODIAK AI INC.7.3M shares0.00%2026-03-312026-05-15

BLND BLEND LABS INC23.1M shares0.00%2026-03-312026-05-15

OLMA OLEMA PHARMACEUTICALS INC1.4M shares-29.81%2026-03-312026-05-15

FIG FIGMA INC183.5K shares0.00%2026-03-312026-05-15

DGNX DIGINEX LTD1.4M sharesnew addition2026-03-312026-05-15