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LIGHTSPEED MANAGEMENT COMPANY, L.L.C.

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13F filer, CIK 1702122, MENLO PARK, CA

LIGHTSPEED MANAGEMENT COMPANY, L.L.C. reported $136,486,256 across 9 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001415889-25-013157

Period
2025-03-31
Reported value
$136M
Holdings
9
Top 10 weight
100%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
UPBDnew+384,160$9.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
HSAIexited-8,000,000-$111M
HOODexited-41,561-$1.55M
HILLEVAX INCreduced-37,505-$54.4K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001415889-25-013157, largest first. % of portfolio is the value over $136,486,256, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BLNDBLEND LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,127,237 shares; 2025Q1: 23,127,237 shares 23,127,237$77.5M56.76%0Timeline
PSNLPERSONALIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,160,734 shares; 2025Q1: 8,160,734 shares 8,160,734$28.6M20.99%0Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,114,734 shares; 2025Q1: 2,114,734 shares 2,114,734$9.58M7.02%0Timeline
UPBDUPBOUND GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 384,160 shares 384,160$9.2M6.74%newTimeline
OLMAOLEMA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,930,894 shares; 2025Q1: 1,930,894 shares 1,930,894$7.26M5.32%0Timeline
HILLEVAX INCHILLEVAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,341,376 shares; 2025Q1: 2,303,871 shares 2,303,871$3.34M2.45%-37,505
ACCOLADE INCACCOLADE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,578 shares; 2025Q1: 66,578 shares 66,578$465K0.34%0
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,237 shares; 2025Q1: 1,237 shares 1,237$332K0.24%0Timeline
VIRVIR BIOTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,421 shares; 2025Q1: 28,421 shares 28,421$184K0.13%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HSAIHESAI GROUP8,000,000$111Mshares
HOODROBINHOOD MKTS INC41,561$1.55Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001415889-25-013157 base2025-05-15acceptance time not in the bulk data set