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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 $1,396,434,079 across 7 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001702122-26-000003

Period
2025-12-31
Reported value
$1.4B
Holdings
7
Top 10 weight
100%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NAVNnew+49,921,454$853M
NOWnew+1,783,545$273M

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
BULLexited-7,148,051-$106M

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, Q4 2025

Share positions as resolved from 13F-HR 0001702122-26-000003, largest first. % of portfolio is the value over $1,396,434,079, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NAVNNAVAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,921,454 shares 49,921,454$853M61.06%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,783,545 shares 1,783,545$273M19.57%newTimeline
KDKKODIAK AI INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,340,475 shares; 2025Q4: 7,340,475 shares 7,340,475$80.2M5.74%0Timeline
BLNDBLEND LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 23,127,237 shares 23,127,237$70.3M5.03%0Timeline
PSNLPERSONALIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 8,160,734 shares 8,160,734$65M4.65%0Timeline
OLMAOLEMA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,930,894 shares 1,930,894$48.3M3.46%0Timeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 183,511 shares; 2025Q4: 183,511 shares 183,511$6.86M0.49%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
BULLWEBULL CORP7,148,051$106Mshares

How Q4 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 0001702122-26-000003 base2026-02-17acceptance time not in the bulk data set