Lightspeed Management Company, L.L.C. Quant / Systematic

Name: Lightspeed Management Company, L.L.C. Q1 2026 13F Filing | 13F Explorer
Creator: Lightspeed Management Company, L.L.C.
Published: 2026-05-15

Location: MENLO PARK, CA

CIK: 0001702122 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $988M (100.0% shares, 0.0% debt)

Holdings (8)

New Positions (1)

DGNX DIGINEX LTD 0.1%

Value $678K Shares 1,412,938 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DGNX	DIGINEX LTD	1,412,938	$678K	0.1%	—	—	ORD SHS	G28687104

Decreased Positions (2)

NOW SERVICENOW INC 16.2%

Value $160M (-41.4%) Shares 1,530,400 (-14.2%) Est. Cost — Unrealized —

OLMA OLEMA PHARMACEUTICALS INC 2.0%

Value $20.21M (-58.1%) Shares 1,355,299 (-29.8%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NOW	SERVICENOW INC	1,530,400 (-14.2%)	$160M (-41.4%)	16.2%	—	—	COM	81762P102
OLMA	OLEMA PHARMACEUTICALS INC	1,355,299 (-29.8%)	$20.21M (-58.1%)	2.0%	—	—	COM	68062P106

Unchanged Positions (5)

NAVN NAVAN INC 66.9%

Value $661M Shares 49,921,454 Est. Cost — Unrealized —

BLND BLEND LABS INC 4.0%

Value $39.32M Shares 23,127,237 Est. Cost — Unrealized —

KDK KODIAK AI INC. 5.2%

Value $50.94M Shares 7,340,475 Est. Cost — Unrealized —

PSNL PERSONALIS INC 5.3%

Value $51.98M Shares 8,160,734 Est. Cost — Unrealized —

FIG FIGMA INC 0.4%

Value $3.879M Shares 183,511 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NAVN	NAVAN INC	49,921,454	$661M	66.9%	—	—	CL A	639193101
BLND	BLEND LABS INC	23,127,237	$39.32M	4.0%	—	—	CL A	09352U108
KDK	KODIAK AI INC.	7,340,475	$50.94M	5.2%	—	—	COM	500081104
PSNL	PERSONALIS INC	8,160,734	$51.98M	5.3%	—	—	COM	71535D106
FIG	FIGMA INC	183,511	$3.879M	0.4%	—	—	CLASS A COM STK	316841105