Lightspeed Management Company, L.L.C.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Lightspeed Management Company, L.L.C. reported 8 stock positions worth $988.0 million. Its top holding was Navan Class A (NAVN) at 66.9% of the portfolio, followed by ServiceNow (NOW, 16.2%) and Personalis (PSNL, 5.3%). Compared with Q4 2025, it opened 1 new position and reduced 2. The biggest buy was a new position in Diginex (DGNX) and the biggest sale ServiceNow (NOW, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001702122
- Portfolio Value
- $988.0M (Q1 2026)
- SEC Filing
- 0001702122-26-000006 ↗ filed May 15, 2026
Holdings Value
Holdings 8 stocks · $988.0M
| NAVN Navan Inc. Class A | 66.90% | 49,921,454 | $661.0M | No change |
| NOW ServiceNow Inc. | 16.20% | 1,530,400 | $160.0M | Reduce -14.2% |
| PSNL Personalis Inc. | 5.26% | 8,160,734 | $52.0M | No change |
| KDK Kodiak AI Inc. | 5.16% | 7,340,475 | $50.9M | No change |
| BLND Blend Labs Inc. Class A | 3.98% | 23,127,237 | $39.3M | No change |
| OLMA Olema Pharmaceuticals Inc. | 2.05% | 1,355,299 | $20.2M | Reduce -29.8% |
| FIG Figma Inc. Class A | 0.39% | 183,511 | $3.9M | No change |
| DGNX Diginex Ltd. | 0.07% | 1,412,938 | $678K | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| DGNX Diginex Ltd. | New | 0.07% | +0.07 |
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 |