LMC

Lightspeed Management Company Portfolio holdings

AUM $322M
1-Year Est. Return 70.64%
This Quarter Est. Return
1 Year Est. Return
+70.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$85.5M

Top Sells

1
+$9.2M
2
+$465K
3
+$332K
4
VIR icon
Vir Biotechnology
VIR
+$184K

Sector Composition

1 Technology 72.22%
2 Healthcare 27.78%
3 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BULL
1
Webull Corp
BULL
$4.27B
$85.5M 35.8%
+7,148,051
BLND icon
2
Blend Labs
BLND
$779M
$76.3M 31.96%
23,127,237
PSNL icon
3
Personalis
PSNL
$667M
$53.5M 22.42%
8,160,734
GRAB icon
4
Grab
GRAB
$22.1B
$10.6M 4.45%
2,114,734
OLMA icon
5
Olema Pharmaceuticals
OLMA
$577M
$8.23M 3.44%
1,930,894
HLVX
6
DELISTED
HilleVax
HLVX
$4.58M 1.92%
2,303,871
CRM icon
7
Salesforce
CRM
$232B
– –
-1,237
UPBD icon
8
Upbound Group
UPBD
$982M
– –
-384,160
VIR icon
9
Vir Biotechnology
VIR
$783M
– –
-28,421
ACCD
10
DELISTED
Accolade Inc
ACCD
– –
-66,578