
LIGHTSPEED MANAGEMENT COMPANY, L.L.C.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | NAVN | 49.92M | $852.66M |
![]() | BLND | 23.13M | $70.31M |
![]() | PSNL | 8.16M | $64.96M |
![]() | KDK | 7.34M | $80.16M |
![]() | OLMA | 1.93M | $48.27M |
![]() | NOW | 1.78M | $273.22M |
![]() | FIG | 184K | $6.86M |

Navan, Inc.
NAVN
Shares Held
49.92M
Value
$852.66M

Blend Labs, Inc.
BLND
Shares Held
23.13M
Value
$70.31M

Personalis, Inc.
PSNL
Shares Held
8.16M
Value
$64.96M

Kodiak AI, Inc. Common Stock
KDK
Shares Held
7.34M
Value
$80.16M

Olema Pharmaceuticals, Inc.
OLMA
Shares Held
1.93M
Value
$48.27M

ServiceNow, Inc.
NOW
Shares Held
1.78M
Value
$273.22M

Figma, Inc.
FIG
Shares Held
184K
Value
$6.86M
