LMC
Lightspeed Management Company Portfolio holdings
AUM
$239M
1 Year Est. Return
–
AUM
$136M
AUM Growth
-$147M
(-52%)
Holding
11
Sector Composition
| 1 | Technology | 70.77% |
| 2 | Healthcare | 28.89% |
| 3 | Industrials | 0.34% |
| 4 | Consumer Discretionary | 0% |
| 5 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Blend Labs
BLND
$879M
| $77.5M | 56.76% |
23,127,237
|
|
||
2
Personalis
PSNL
$847M
| $28.6M | 20.99% |
8,160,734
|
|
||
3
Grab
GRAB
$24.7B
| $9.58M | 7.02% |
2,114,734
|
|
||
4
Upbound Group
UPBD
$1.34B
| $9.2M | 6.74% |
+384,160
|
|
||
5
Olema Pharmaceuticals
OLMA
$593M
| $7.26M | 5.32% |
1,930,894
|
|
||
|
HLVX
6
DELISTED
HilleVax
HLVX
| $3.34M | 2.45% |
2,303,871
-37,505
|
|
||
|
ACCD
7
DELISTED
Accolade Inc
ACCD
| $465K | 0.34% |
66,578
|
|
||
8
Salesforce
CRM
$239B
| $332K | 0.24% |
1,237
|
|
||
9
Vir Biotechnology
VIR
$821M
| $184K | 0.13% |
28,421
|
|
||
10
Robinhood
HOOD
$129B
| – | – |
-41,561
|
|
||
|
HSAI
11
Hesai Group
HSAI
$3.75B
| – | – |
-8,000,000
|
|