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LIGHTSPEED MANAGEMENT COMPANY, L.L.C.

Q3 2025 · Filed 2025-11-14
Market Value
$166M
+8.3%
Holdings
6
-3
New Purchases
1
Added To
0
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
OLMA 11.38% 5.37% +6.02% $19M
FIG 5.73% 0.00% +5.73% $10M
BLND 50.84% 49.78% +1.05% $84M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GRAB 0.00% 6.94% -6.94% $0
HLVX 0.00% 2.99% -2.99% $0
PSNL 32.04% 34.92% -2.88% $53M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $10M 5.7%
Small Cap 3 $157M 94.3%
Micro Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$4.6B
Median Market Cap
$974M
Avg P/E
37.9
Median P/E
37.9
Avg Dividend Yield
—%
Avg Beta
1.09
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BLND 50.84% 23,127,237 $84M $3.65 $8M
2 PSNL 32.04% 8,160,734 $53M $6.52 -$326K
3 OLMA 11.38% 1,930,894 $19M $9.79 $11M
4 FIG 5.73% 183,511 $10M $51.87 +183,511 NEW
5 GRAB —% -$11M -2,114,734 -100.0% SOLD
6 HLVX —% -$5M -2,303,871 -100.0% SOLD

New Positions

SymbolValue% Port
FIG $10M 5.73%

Sold Out Positions

SymbolValue% Port
GRAB —%
HLVX —%
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