Lightspeed Management Company, L.L.C. Portfolio Stock Holdings
Lightspeed Management Company, L.L.C. disclosed 8 stock positions valued at approximately $988.0 million in its latest SEC 13F filing. The largest holdings include SERVICENOW INC, PERSONALIS INC, and BLEND LABS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 8
- Portfolio Value
- $988.0M
Holdings by Sector
Lightspeed Management Company, L.L.C. Portfolio Holdings in Q1 2026
4 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SERVICENOW INC | NOW | Technology | 16.20% | 1,530,400 | -253,145 | -14.19% | $160,003,320 |
| PERSONALIS INC | PSNL | Healthcare | 5.26% | 8,160,734 | - | - | $51,983,876 |
| BLEND LABS INC | BLND | Technology | 3.98% | 23,127,237 | - | - | $39,316,303 |
| OLEMA PHARMACEUTICALS INC | OLMA | Healthcare | 2.05% | 1,355,299 | -575,595 | -29.81% | $20,207,508 |