LMC
Lightspeed Management Company Portfolio holdings
AUM
$136M
This Quarter Return
+80.81%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$284M
AUM Growth
–
Cap. Flow
+$284M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
10
New
10
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
HSAI
Hesai Group
HSAI
|
$111M |
| 2 |
Blend Labs
BLND
|
$97.4M |
| 3 |
Personalis
PSNL
|
$47.2M |
| 4 |
Olema Pharmaceuticals
OLMA
|
$11.3M |
| 5 |
Grab
GRAB
|
$9.98M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 38.99% |
| 2 | Technology | 38% |
| 3 | Healthcare | 22.39% |
| 4 | Financials | 0.55% |
| 5 | Industrials | 0.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
HSAI
1
Hesai Group
HSAI
$3.41B
| $111M | 38.99% | +8,000,000 | New | +$111M |
|
|
2
Blend Labs
BLND
$939M
| $97.4M | 34.33% | +23,127,237 | New | +$97.4M |
|
|
3
Personalis
PSNL
$434M
| $47.2M | 16.63% | +8,160,734 | New | +$47.2M |
|
|
4
Olema Pharmaceuticals
OLMA
$375M
| $11.3M | 3.97% | +1,930,894 | New | +$11.3M |
|
|
5
Grab
GRAB
$20.3B
| $9.98M | 3.52% | +2,114,734 | New | +$9.98M |
|
6
HilleVax
HLVX
$105M
| $4.85M | 1.71% | +2,341,376 | New | +$4.85M |
|
7
Robinhood
HOOD
$92.4B
| $1.55M | 0.55% | +41,561 | New | +$1.55M |
|
8
Salesforce
CRM
$245B
| $414K | 0.15% | +1,237 | New | +$414K |
|
|
ACCD
9
DELISTED
Accolade, Inc. Common Stock
ACCD
| $228K | 0.08% | +66,578 | New | +$228K |
|
10
Vir Biotechnology
VIR
$686M
| $209K | 0.07% | +28,421 | New | +$209K |
|