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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 $321,973,092 across 6 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001702122-25-000005

Period
2025-09-30
Reported value
$322M
Holdings
6
Top 10 weight
100%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KDKnew+7,340,475$50.2M
FIGnew+183,511$9.52M

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
GRABexited-2,114,734-$10.6M
HILLEVAX INCexited-2,303,871-$4.58M

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, Q3 2025

Share positions as resolved from 13F-HR 0001702122-25-000005, largest first. % of portfolio is the value over $321,973,092, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BULLWEBULL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,148,051 shares; 2025Q3: 7,148,051 shares 7,148,051$106M32.83%0Timeline
BLNDBLEND LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,127,237 shares; 2025Q1: 23,127,237 shares; 2025Q2: 23,127,237 shares; 2025Q3: 23,127,237 shares 23,127,237$84.4M26.22%0Timeline
PSNLPERSONALIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,160,734 shares; 2025Q1: 8,160,734 shares; 2025Q2: 8,160,734 shares; 2025Q3: 8,160,734 shares 8,160,734$53.2M16.53%0Timeline
KDKKODIAK AI INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,340,475 shares 7,340,475$50.2M15.59%newTimeline
OLMAOLEMA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,930,894 shares; 2025Q1: 1,930,894 shares; 2025Q2: 1,930,894 shares; 2025Q3: 1,930,894 shares 1,930,894$18.9M5.87%0Timeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 183,511 shares 183,511$9.52M2.96%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
GRABGRAB HOLDINGS LIMITED2,114,734$10.6Mshares
HILLEVAX INCHILLEVAX INC2,303,871$4.58Mshares

How Q3 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 0001702122-25-000005 base2025-11-14acceptance time not in the bulk data set