Lightspeed Management Company, L.l.c.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 9Value: $136.5MLatest: 2025Q1

Lightspeed Management Company, L.L.C. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 9 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GRAB",
  "PSNL",
  "OLMA",
  null,
  "HLVX",
  null,
  "VIR",
  "CRM",
  "BLND"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 9
Total Value: 136486256
Accession Number: 0001415889-25-013157
Form Type: 13F-HR
CIK: lightspeed-management-company
Manager Name: Lightspeed-Management-Company

Data Enrichment

78% identified

7 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

9 positions • $136.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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Blend Labs, Inc.

BLND|09352U108

Shares:23.1M

Value:$77.5M

% of Portfolio:56.8% ($77.5M/$136.5M)

Personalis, Inc.

PSNL|71535D106

Shares:8.2M

Value:$28.6M

% of Portfolio:21.0% ($28.6M/$136.5M)

Grab Holdings Ltd

GRAB|G4124C109

Shares:2.1M

Value:$9.6M

% of Portfolio:7.0% ($9.6M/$136.5M)

76009N100

Shares:384.2K

Value:$9.2M

% of Portfolio:6.7% ($9.2M/$136.5M)

Olema Pharmaceuticals, Inc.

OLMA|68062P106

Shares:1.9M

Value:$7.3M

% of Portfolio:5.3% ($7.3M/$136.5M)

HilleVax, Inc.

HLVX|43157M102

Shares:2.3M

Value:$3.3M

% of Portfolio:2.4% ($3.3M/$136.5M)

00437E102

Shares:66.6K

Value:$464.7K

% of Portfolio:0.3% ($464.7K/$136.5M)

Salesforce, Inc.

CRM|79466L302

Shares:1.2K

Value:$332.0K

% of Portfolio:0.2% ($332.0K/$136.5M)

Vir Biotechnology, Inc.

VIR|92764N102

Shares:28.4K

Value:$184.2K

% of Portfolio:0.1% ($184.2K/$136.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Blend Labs, Inc.(BLNDcusip09352U108)	23.1M	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$77.5M	56.8% ($77.5M/$136.5M)	QoQ -20.42% (-$19.9M) YoY-
Personalis, Inc.(PSNLcusip71535D106)	8.2M	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$28.6M	21.0% ($28.6M/$136.5M)	QoQ -39.27% (-$18.5M) YoY-
Grab Holdings Ltd(GRABcusipG4124C109)	2.1M	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$9.6M	7.0% ($9.6M/$136.5M)	QoQ -4.02% (-$401.8K) YoY-
(cusip76009N100)✕	384.2K	QoQ NEW(+384.2K) YoY-	All Managers (Combined)	$9.2M	6.7% ($9.2M/$136.5M)	QoQ NEW(+$9.2M) YoY-
Olema Pharmaceuticals, Inc.(OLMAcusip68062P106)	1.9M	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$7.3M	5.3% ($7.3M/$136.5M)	QoQ -35.50% (-$4.0M) YoY-
HilleVax, Inc.(HLVXcusip43157M102)	2.3M	QoQ -1.60% (-37.5K) YoY-	All Managers (Combined)	$3.3M	2.4% ($3.3M/$136.5M)	QoQ -31.07% (-$1.5M) YoY-
(cusip00437E102)✕	66.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$464.7K	0.3% ($464.7K/$136.5M)	QoQ +104.09% (+$237.0K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	1.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$332.0K	0.2% ($332.0K/$136.5M)	QoQ -19.73% (-$81.6K) YoY-
Vir Biotechnology, Inc.(VIRcusip92764N102)	28.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$184.2K	0.1% ($184.2K/$136.5M)	QoQ -11.71% (-$24.4K) YoY-