Lightspeed Management Company Portfolio holdings
Lightspeed Management Company, which does business as Lightspeed Venture Partners, is a venture capital firm that in 2012 became the first venture investor in Snap. Barry Eggers, Christopher Schaepe, Ravi Mhatre and Peter Nieh founded it in 2000; they had worked at Weiss, Peck & Greer and studied at Stanford together. It advises early, growth and opportunity funds, which invest mostly in applications and infrastructure technology, healthcare, fintech and frontier technology. Other early bets include Rubrik, whose Series A it led in 2014, and Mulesoft, whose Series B it led in 2007.
Top Buys
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Navan Inc
NAVN
|
+$131M |
| 2 |
SpaceX
SPCX
|
+$40M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 52.05% |
| 2 | Technology | 38.54% |
| 3 | Healthcare | 9.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
SpaceX
SPCX
$1.89T
| $1.06B | 52.05% |
7,010,863
-289,192
| -4% | -$40M |
2026 Q2
1 quarter
|
|
|
2
Navan Inc
NAVN
$6.62B
| $769M | 37.83% |
36,621,104
-5,077,154
| -12% | -$131M |
2025 Q4
3 quarters
|
|
3
Personalis
PSNL
$1.7B
| $99.3M | 4.89% |
6,101,850
| – | – |
2024 Q4
7 quarters
|
|
4
Odyssey Therapeutics
ODTX
$920M
| $80.2M | 3.95% |
3,608,443
| – | – |
2026 Q2
1 quarter
|
|
5
Kodiak AI
KDK
$227M
| $14.1M | 0.69% |
7,340,475
| – | – |
2025 Q3
4 quarters
|
|
6
Olema Pharmaceuticals
OLMA
$662M
| $11.7M | 0.58% |
1,355,299
| – | – |
2024 Q4
7 quarters
|
|
7
Figma
FIG
$10.4B
| $218K | 0.01% |
10,391
| – | – |
2025 Q3
4 quarters
|
|
8
Diginex Ltd
DGNX
$37.3M
| $207K | 0.01% |
176,618
| – | – |
2026 Q1
2 quarters
|
|
Similar funds
Lightspeed Management Company's Q3 2026 Portfolio in Review
As of Q3 2026, Lightspeed Management Company held 8 positions worth $2.03B, down 16% from $2.4B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Lightspeed Management Company withdrew a net $171M in Q3 2026, reducing 2 holdings. Its largest reduction was Navan Inc, cutting an estimated $131M.
By sector, the portfolio is most concentrated in Industrials at 52% of assets, up from 52% a quarter earlier, followed by Technology and Healthcare.
- Lightspeed Management Company's biggest Q3 2026 reduction was Navan Inc, cutting an estimated $131M.
- Lightspeed Management Company's ten largest holdings make up 100% of its $2.03B portfolio in Q3 2026.
- Lightspeed Management Company opened 0 new positions and closed 0 in Q3 2026.
- Lightspeed Management Company's portfolio value fell 16% quarter-over-quarter to $2.03B.
Based on Lightspeed Management Company's 13F filing for Q3 2026, filed 13 Nov 2026.