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LIGHTSPEED MANAGEMENT COMPANY, L.L.C.

Q2 2025 · Filed 2025-08-14
Market Value
$153M
+12.3%
Holdings
9
-3
New Purchases
0
Added To
0
Closed
4
Reduced
0
Top 10 Concentration
100.0%
Turnover
44.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PSNL 34.92% 20.99% +13.93% $54M
HLVX 2.99% 2.45% +0.54% $5M
OLMA 5.37% 5.32% +0.05% $8M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BLND 49.78% 56.76% -6.98% $76M
RCII 0.00% 6.74% -6.74% $0
ACCD 0.00% 0.34% -0.34% $0
CRM 0.00% 0.24% -0.24% $0
VIR 0.00% 0.13% -0.13% $0
GRAB 6.94% 7.02% -0.08% $11M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $11M 6.9%
Small Cap 6 $138M 90.1%
Micro Cap 1 $5M 3.0%

Portfolio Analytics

Avg Market Cap
$21.2B
Median Market Cap
$1.2B
Avg P/E
24.2
Median P/E
22.6
Avg Dividend Yield
0.01%
Avg Beta
1.50
# Stocks
9
# ETFs / Funds
0

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BLND 49.78% 23,127,237 $76M $3.30 -$1M
2 PSNL 34.92% 8,160,734 $54M $6.56 $25M
3 GRAB 6.94% 2,114,734 $11M $5.03 $1M
4 OLMA 5.37% 1,930,894 $8M $4.26 $965K
5 HLVX 2.99% 2,303,871 $5M $1.99 $1M
6 CRM —% -$332K -1,237 -100.0% SOLD
7 ACCD —% -$465K -66,578 -100.0% SOLD
8 VIR —% -$184K -28,421 -100.0% SOLD
9 RCII —% -$9M -384,160 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
CRM —%
VIR —%
ACCD —%
RCII —%
View SEC EDGAR Filings for LIGHTSPEED MANAGEMENT COMPANY, L.L.C. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms