LMC
Lightspeed Management Company Portfolio holdings
AUM
$1.4B
1-Year Est. Return
4.66%
This Fund
S&P 500
1 Year Est. Return
-4.66%
AUM
$1.4B
AUM Growth
+$1.07B
(+334%)
Holding
8
Sector Composition
| 1 | Technology | 91.89% |
| 2 | Healthcare | 8.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
NAVN
1
Navan Inc
NAVN
$2.19B
| $853M | 61.06% |
+49,921,454
|
|
||
2
ServiceNow
NOW
$120B
| $273M | 19.57% |
+1,783,545
|
|
||
|
KDK
3
Kodiak AI
KDK
$1.56B
| $80.2M | 5.74% |
7,340,475
|
|
||
4
Blend Labs
BLND
$382M
| $70.3M | 5.03% |
23,127,237
|
|
||
5
Personalis
PSNL
$710M
| $65M | 4.65% |
8,160,734
|
|
||
6
Olema Pharmaceuticals
OLMA
$1.33B
| $48.3M | 3.46% |
1,930,894
|
|
||
|
FIG
7
Figma
FIG
$14.2B
| $6.86M | 0.49% |
183,511
|
|
||
|
BULL
8
Webull Corp
BULL
$2.78B
| – | – |
-7,148,051
|
|