LMC

Lightspeed Management Company Portfolio holdings

AUM $322M
1-Year Est. Return 70.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+70.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
+$83.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$50.2M
2 +$9.52M

Top Sells

1 +$10.6M
2 +$4.58M

Sector Composition

1 Technology 77.6%
2 Healthcare 22.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BULL
1
Webull Corp
BULL
$3.56B
$106M 32.83%
7,148,051
BLND icon
2
Blend Labs
BLND
$605M
$84.4M 26.22%
23,127,237
PSNL icon
3
Personalis
PSNL
$842M
$53.2M 16.53%
8,160,734
KDK
4
Kodiak AI
KDK
$1.63B
$50.2M 15.59%
+7,340,475
OLMA icon
5
Olema Pharmaceuticals
OLMA
$2.02B
$18.9M 5.87%
1,930,894
FIG
6
Figma
FIG
$13.2B
$9.52M 2.96%
+183,511
GRAB icon
7
Grab
GRAB
$17.9B
-2,114,734
HLVX
8
DELISTED
HilleVax
HLVX
-2,303,871