Free Trial

Lightspeed Management Company, L.L.C. Top Holdings and 13F Report (2025)

About Lightspeed Management Company, L.L.C.

Investment Activity

  • Lightspeed Management Company, L.L.C. has $136.49 million in total holdings as of March 31, 2025.
  • Lightspeed Management Company, L.L.C. owns shares of 9 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 6.74% of the portfolio was purchased this quarter.
  • About 82.18% of the portfolio was sold this quarter.
  • This quarter, Lightspeed Management Company, L.L.C. has purchased 10 new stocks and bought additional shares in 0 stocks.
  • Lightspeed Management Company, L.L.C. sold shares of 1 stock and completely divested from 2 stocks this quarter.

Largest Holdings

Blend Labs
$77,476,244
Personalis
$28,644,176
Grab
$9,579,745
Upbound Group
$9,204,474

Largest New Holdings this Quarter

76009N100 - Upbound Group
$9,204,474 Holding

Largest Purchases this Quarter

Upbound Group
384,160 shares (about $9.20M)

Largest Sales this Quarter

HilleVax
37,505 shares (about $54.38K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLightspeed Management Company, L.L.C.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Blend Labs, Inc. stock logo
BLND
Blend Labs
$77,476,2440.0%23,127,23756.8%Computer and Technology
Personalis, Inc. stock logo
PSNL
Personalis
$28,644,1760.0%8,160,73421.0%Medical
Grab Holdings Limited stock logo
GRAB
Grab
$9,579,7450.0%2,114,7347.0%Computer and Technology
Upbound Group, Inc. stock logo
UPBD
Upbound Group
$9,204,474$9,204,474 New Holding384,1606.7%Finance
Olema Pharmaceuticals, Inc. stock logo
OLMA
Olema Pharmaceuticals
$7,260,1610.0%1,930,8945.3%Medical
HilleVax, Inc. stock logo
HLVX
HilleVax
$3,340,613$54,382 -1.6%2,303,8712.4%Medical
Accolade, Inc. stock logo
ACCD
Accolade
$464,7140.0%66,5780.3%Business Services
Salesforce, Inc. stock logo
CRM
Salesforce
$331,9610.0%1,2370.2%Computer and Technology
Vir Biotechnology, Inc. stock logo
VIR
Vir Biotechnology
$184,1680.0%28,4210.1%Medical
Hesai Group stock logo
HSAI
Hesai Group
$0$110,560,000 -100.0%00.0%Auto/Tires/Trucks
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$0$1,548,563 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data