LMC
NAVN

Lightspeed Management Company’s Navan Inc NAVN Stock Holding History

Lightspeed Management Company’s Portfolio NAVN Stock Details NAVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$661M Hold
49,921,454
– – 66.9% 1
2025
Q4 		$853M Buy
+49,921,454
New +$793M 61.06% 1

Other funds holding NAVN

ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
CM
Cosmic Management West Hollywood, California $229M AUM
NTIC
Napean Trading & Investment Company Singapore $233M AUM 51.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Lightspeed Management Company's NAVN Position: Q1 2026 in Review

Lightspeed Management Company held its Navan Inc (NAVN) position steady in Q1 2026 at 49,921,454 shares worth $661M. The position accounts for 66.9% of the portfolio, ranked #1.

Lightspeed Management Company first reported a position in NAVN in Q4 2025 and has held it in 2 quarters since. The position peaked at $853M in Q4 2025. 148 funds tracked by Wall St. Rank hold NAVN as of Q1 2026.

  • Lightspeed Management Company held 49,921,454 shares of Navan Inc worth $661M as of Q1 2026.
  • Lightspeed Management Company left its Navan Inc share count unchanged in Q1 2026.
  • Navan Inc made up 66.9% of Lightspeed Management Company's portfolio in Q1 2026, its #1 holding.
  • Lightspeed Management Company first reported a position in Navan Inc in Q4 2025 and has held it in 2 quarters since.
  • Lightspeed Management Company's Navan Inc position peaked at $853M in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Navan Inc as of Q1 2026.

Based on Lightspeed Management Company's 13F filing for Q1 2026, filed 15 May 2026.