LIGHTSPEED MANAGEMENT COMPANY, L.L.C. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, LIGHTSPEED MANAGEMENT COMPANY, L.L.C. held in its portfolio 7 assets valued at $1,396,434,079 (i.e. $1.40B).

The most valuable assets in the portfolio included: NAVAN INC ($852.66M), SERVICENOW INC ($273.22M), and KODIAK AI INC. ($80.16M).

The chart below shows the top 7 valuable assets, and the table below shows the top 7 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in LIGHTSPEED MANAGEMENT COMPANY, L.L.C. Portfolio

NAVAN INC

SERVICENOW INC

KODIAK AI INC.

BLEND LABS INC

PERSONALIS INC

OLEMA PHARMACEUTICALS INC

FIGMA INC

LIGHTSPEED MANAGEMENT COMPANY, L.L.C. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
NAVAN INC	49921454	852658434	CL A
SERVICENOW INC	1783545	273221259	COM
KODIAK AI INC.	7340475	80157987	COM
BLEND LABS INC	23127237	70306800	CL A
PERSONALIS INC	8160734	64959443	COM
OLEMA PHARMACEUTICALS INC	1930894	48272350	COM
FIGMA INC	183511	6857806	CLASS A COM STK