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LMC
Lightspeed Management Company Portfolio holdings
AUM
$988M
1-Year Est. Return
7.5%
This Fund
S&P 500
1 Year Est. Return
-7.5%
AUM
$988M
AUM Growth
-$408M
(-29%)
Holding
8
Sector Composition
| 1 | Technology | 92.62% |
| 2 | Healthcare | 7.31% |
| 3 | Industrials | 0.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
NAVN
1
Navan Inc
NAVN
$5.11B
| $661M | 66.9% |
49,921,454
|
|
||
2
ServiceNow
NOW
$107B
| $160M | 16.2% |
1,530,400
-253,145
|
|
||
3
Personalis
PSNL
$1.03B
| $52M | 5.26% |
8,160,734
|
|
||
|
KDK
4
Kodiak AI
KDK
$1.17B
| $50.9M | 5.16% |
7,340,475
|
|
||
5
Blend Labs
BLND
$407M
| $39.3M | 3.98% |
23,127,237
|
|
||
6
Olema Pharmaceuticals
OLMA
$863M
| $20.2M | 2.05% |
1,355,299
-575,595
|
|
||
|
FIG
7
Figma
FIG
$9.78B
| $3.88M | 0.39% |
183,511
|
|
||
|
DGNX
8
Diginex Ltd
DGNX
$29.4M
| $678K | 0.07% |
+176,617
|
|