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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 $987,971,730 across 8 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001702122-26-000006

Period
2026-03-31
Reported value
$988M
Holdings
8
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DGNXnew+1,412,938$678K

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
NOWreduced-253,145-$26.5M
OLMAreduced-575,595-$8.58M

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, Q1 2026

Share positions as resolved from 13F-HR 0001702122-26-000006, largest first. % of portfolio is the value over $987,971,730, 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,921,454 shares; 2026Q1: 49,921,454 shares 49,921,454$661M66.9%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,783,545 shares; 2026Q1: 1,530,400 shares 1,530,400$160M16.2%-253,145Timeline
PSNLPERSONALIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,160,734 shares 8,160,734$52M5.26%0Timeline
KDKKODIAK AI INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,340,475 shares; 2025Q4: 7,340,475 shares; 2026Q1: 7,340,475 shares 7,340,475$50.9M5.16%0Timeline
BLNDBLEND LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,127,237 shares 23,127,237$39.3M3.98%0Timeline
OLMAOLEMA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,355,299 shares 1,355,299$20.2M2.05%-575,595Timeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 183,511 shares; 2025Q4: 183,511 shares; 2026Q1: 183,511 shares 183,511$3.88M0.39%0Timeline
DGNXDIGINEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,412,938 shares 1,412,938$678K0.07%newTimeline

How Q1 2026 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 0001702122-26-000006 base2026-05-15acceptance time not in the bulk data set