StockDriftsStockDriftsTop 8 Lightspeed Management Company L L C Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NAVN | NAVAN INC | 66.9% | 49.92M | $661.0M | +0.00%(+0) | $17.08(+50.29%) | 2026-03-31 | |
| NOW | SERVICENOW INC | 16.2% | 1.53M | $160.0M | -14.19%(-253.15K) | $168.62(-36.95%) | 2026-03-31 | |
| PSNL | PERSONALIS INC | 5.26% | 8.16M | $52.0M | +0.00%(+0) | $5.58(+144.09%) | 2026-03-31 | |
| KDK | KODIAK AI INC. | 5.16% | 7.34M | $50.9M | +0.00%(+0) | $6.84(-22.22%) | 2026-03-31 | |
| BLND | BLEND LABS INC | 3.98% | 23.13M | $39.3M | +0.00%(+0) | $3.98(-54.52%) | 2026-03-31 | |
| OLMA | OLEMA PHARMACEUTICALS INC | 2.05% | 1.36M | $20.2M | -29.81%(-575.60K) | $8.88(+42.26%) | 2026-03-31 | |
| FIG | FIGMA INC | 0.39% | 183.5K | $3.9M | +0.00%(+0) | $51.87(-55.81%) | 2026-03-31 | |
| DGNX | DIGINEX LTD | 0.07% | 1.41M | $678K | new | $18.60(-93.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -6.40% | -18.00% |
| Top 20 Holdings Unweighted | +16.51% | +58.17% |
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