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Lightspeed Management Company’s Olema Pharmaceuticals OLMA Stock Holding History

Lightspeed Management Company’s Portfolio OLMA Stock Details OLMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.2M Sell
1,355,299
-575,595
-30% -$12.8M 2.05% 6
2025
Q4 		$48.3M Hold
1,930,894
– – 3.46% 6
2025
Q3 		$18.9M Hold
1,930,894
– – 5.87% 5
2025
Q2 		$8.23M Hold
1,930,894
– – 3.44% 5
2025
Q1 		$7.26M Hold
1,930,894
– – 5.32% 5
2024
Q4 		$11.3M Buy
+1,930,894
New +$19.3M 3.97% 4

Other funds holding OLMA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return

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

Lightspeed Management Company reduced its Olema Pharmaceuticals (OLMA) stake by 30% in Q1 2026, selling an estimated $12.8M and leaving 1,355,299 shares worth $20.2M. The position accounts for 2.05% of the portfolio, ranked #6.

Lightspeed Management Company first reported a position in OLMA in Q4 2024 and has held it in 6 quarters since. The position peaked at $48.3M in Q4 2025. 195 funds tracked by Wall St. Rank hold OLMA as of Q1 2026.

  • Lightspeed Management Company held 1,355,299 shares of Olema Pharmaceuticals worth $20.2M as of Q1 2026.
  • Lightspeed Management Company sold 575,595 Olema Pharmaceuticals shares in Q1 2026, an estimated $12.8M.
  • Olema Pharmaceuticals made up 2.05% of Lightspeed Management Company's portfolio in Q1 2026, its #6 holding.
  • Lightspeed Management Company first reported a position in Olema Pharmaceuticals in Q4 2024 and has held it in 6 quarters since.
  • Lightspeed Management Company's Olema Pharmaceuticals position peaked at $48.3M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Olema Pharmaceuticals as of Q1 2026.

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