LIGHTSPEED MANAGEMENT COMPANY, L.L.C.
Top Portfolio Positions
8 positions ·
$987,971,583 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NAVN |
Navan, Inc.
Technology
|
49,921,454 | $660,960,050 | 66.90% | |
| NOW |
ServiceNow, Inc.
Technology
|
1,530,400 | $160,003,320 | 16.20% | |
| PSNL |
Personalis, Inc.
Healthcare
|
8,160,734 | $51,983,875 | 5.26% | |
| KDK |
Kodiak AI, Inc.
Technology
|
7,340,475 | $50,942,896 | 5.16% | |
| BLND |
Blend Labs, Inc.
Technology
|
23,127,237 | $39,316,302 | 3.98% | |
| OLMA |
Olema Pharmaceuticals, Inc.
Healthcare
|
1,355,299 | $20,207,508 | 2.05% | |
| FIG |
Figma, Inc.
Technology
|
183,511 | $3,879,422 | 0.39% | |
| DGNX |
Diginex Ltd
Industrials
|
1,412,938 | $678,210 | 0.07% |
Portfolio Trend
6 quarters · across all stocks
Holdings in KDK
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,942,896 | 7,340,475 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $80,157,987 | 7,340,475 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $50,208,849 | 7,340,475 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||