SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Lightspeed Management Company, L.L.C.

CIK 0001702122 · 2200 SAND HILL ROAD, SUITE 100, MENLO PARK, CA, 94025 · (650) 234-8300

Reported Value
$239M
Q2 2025
Positions
6
Filings on Record
7
2019–present window
Filed
Aug 14, 2025
original filing

Summary

Lightspeed Management Company, L.L.C. reported $239M in U.S.-listed holdings across 6 positions for Q2 2025.

The portfolio is heavily concentrated: Webull alone accounts for 35.8% of reported value.

Compared with Q1 2025, the fund opened 1 new position and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $358MQ4 ’24Q1 ’25: $136MQ1 ’25Q2 ’25: $239MQ2 ’25Q3 ’25: $322MQ3 ’25Q4 ’25: $1.4BQ4 ’25Q1 ’26: $988MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 57.8%Other: 42.2%
  • Common Stock · 57.8% · $138M
  • Other · 42.2% · $101M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$988M8May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.4B7Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$322M6Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$239M6Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$136M9May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$358M11Feb 14, 202513F-HRchanges · 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 ↗.