Managers / Q1 2026
Lightspeed Management Company, L.L.C.
CIK 0001702122 · 2200 SAND HILL ROAD, SUITE 100, MENLO PARK, CA, 94025 · (650) 234-8300
Reported Value
$988M
Q1 2026
Positions
8
Filings on Record
7
2019–present window
Filed
May 15, 2026
original filing
Summary
Lightspeed Management Company, L.L.C. reported $988M in U.S.-listed holdings across 8 positions for Q1 2026.
The portfolio is heavily concentrated: NAVN alone accounts for 66.9% of reported value.
Compared with Q4 2025, the fund opened 1 new position and exited 0.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 99.9% · $987M
- Other · 0.1% · $678,352
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $988M | 8 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.4B | 7 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $322M | 6 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $239M | 6 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $136M | 9 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $358M | 11 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.