Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LIGHTSPEED MANAGEMENT COMPANY, L.L.C. (CIK 1702122) reported $988.0M across 6 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ($661.0M, 66.90%), NOW ($160.0M, 16.20%), PSNL ($52.0M, 5.26%), ($50.9M, 5.16%), BLND ($39.3M, 3.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NAVAN INC | $661.0M | 66.90% | 49.9M | Hold | |
| 2 | NOW | SERVICENOW INC | $160.0M | 16.20% | 1.5M | Trimmed |
| 3 | PSNL | PERSONALIS INC | $52.0M | 5.26% | 8.2M | Hold |
| 4 | KODIAK AI INC. | $50.9M | 5.16% | 7.3M | Hold | |
| 5 | BLND | BLEND LABS INC | $39.3M | 3.98% | 23.1M | Hold |
| 6 | OLMA | OLEMA PHARMACEUTICALS INC | $20.2M | 2.05% | 1.4M | Trimmed |
| 7 | FIG | FIGMA INC | $3.9M | 0.39% | 183,511 | Hold |
| 8 | DGNX | DIGINEX LTD | $678,352 | 0.07% | 1.4M | New |
Source: SEC Form 13F filings · as of 2026-03-31