Lightspeed Management Company, L.L.C.

Est. AUM

$988.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NAVAN INC	CL A	$661.0M	49921454	66.90%	SOLE
2	SERVICENOW INC	COM	$160.0M	1530400	16.20%	SOLE
3	PERSONALIS INC	COM	$52.0M	8160734	5.26%	SOLE
4	KODIAK AI INC.	COM	$50.9M	7340475	5.16%	SOLE
5	BLEND LABS INC	CL A	$39.3M	23127237	3.98%	SOLE
6	OLEMA PHARMACEUTICALS INC	COM	$20.2M	1355299	2.05%	SOLE
7	FIGMA INC	CLASS A COM STK	$3.9M	183511	0.39%	SOLE
8	DIGINEX LTD	ORD SHS	$678K	1412938	0.07%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.