Lightspeed Management Company, L.L.C.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed May 15, 2025), Lightspeed Management Company, L.L.C. reported 10 stock positions worth $283.6 million. Its top holding was Hesai (HSAI) at 39.0% of the portfolio, followed by Blend Labs Class A (BLND, 34.3%) and Personalis (PSNL, 16.6%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001702122
- Portfolio Value
- $283.6M (Q4 2024)
- SEC Filing
- 0001415889-25-013154 ↗ filed May 15, 2025
Holdings Value
Holdings 10 stocks · $283.6M
| HSAI Hesai Group | 38.99% | 8,000,000 | $110.6M | — |
| BLND Blend Labs Inc. Class A | 34.33% | 23,127,237 | $97.4M | — |
| PSNL Personalis Inc. | 16.63% | 8,160,734 | $47.2M | — |
| OLMA Olema Pharmaceuticals Inc. | 3.97% | 1,930,894 | $11.3M | — |
| GRAB Grab Holdings Ltd. Class A | 3.52% | 2,114,734 | $10.0M | — |
| HLVX Hillevax Inc. | 1.71% | 2,341,376 | $4.8M | — |
| HOOD Robinhood Markets Inc. Class A | 0.55% | 41,561 | $1.5M | — |
| CRM Salesforce Inc. | 0.15% | 1,237 | $414K | — |
| ACCD Accolade Inc. | 0.08% | 66,578 | $228K | — |
| VIR Vir Biotechnology Inc. | 0.07% | 28,421 | $209K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $2.4B | SPCX, NAVN, PSNL, ODTX, KDK |
| Q1 2026 | 8 | $988.0M | NAVN, NOW, PSNL, KDK, BLND |
| Q4 2025 | 7 | $1.4B | NAVN, NOW, KDK, BLND, PSNL |
| Q3 2025 | 6 | $322.0M | BULL, BLND, PSNL, KDK, OLMA |
| Q2 2025 | 6 | $238.8M | BULL, BLND, PSNL, GRAB, OLMA |
| Q1 2025 | 9 | $136.5M | BLND, PSNL, GRAB, UPBD, OLMA |
| Q4 2024Amended | 10 | $283.6M | HSAI, BLND, PSNL, OLMA, GRAB |