Lightspeed Management Company, L.L.C.
•CIK: 1702122•Filing: Q4 2025
**Lightspeed Management Company, L.L.C.** manages $1.4B across a concentrated portfolio of seven positions. The fund exhibits significant conviction in its top holdings, notably maintaining a substantial stake in NAVN at $852.7M. Further allocations include $273.2M in NOW and $80.2M in KDK, signaling targeted exposure across key sectors. This structure suggests a high-conviction, concentrated investment approach within its mandate.
Total AUM
$1.4B
QoQ Performance
+333.7%
Positions
7
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NAVN
NOW
KDK
BLND
NAVN61.1%
NOW19.6%
KDK5.7%
BLND5.0%
PSNL4.7%
OLMA3.5%
FIG0.5%
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
—
WEBULL CORP
SOLD
$105.7M
Changes from Q3 2025
NEW2 new positions
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024