Lightspeed Management Company, L.L.C.

Q1 2026 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
8
Total value ($000)
$987,972
Net value change ($000)
-408,462 (-29.3%)
New positions
1
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DGNX 678 NEW
Top Reduces (Value $000, Stocks/ETFs)
NAVN -191,698 -22.5%
NOW -113,218 -41.4%
BLND -30,991 -44.1%
KDK -29,215 -36.4%
OLMA -28,064 -58.1%
PSNL -12,975 -20.0%
FIG -2,979 -43.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type