Lightspeed Management Company, L.L.C. 13F: Quarter-over-Quarter Portfolio Changes
Lightspeed Management Company, L.L.C. reported a disclosed portfolio value of approximately $988.0 million in its latest SEC Form 13F-HR filing for Q1 2026, down 29.3% quarter on quarter. Over the quarter, the manager initiated 1 new position and trimmed 2 holdings.
Lightspeed Management Company, L.L.C.'s top buy was a new stake in Diginex LTD (DGNXUSD) , equal to 0.1% of the disclosed portfolio. Its top sell was Olema Pharmaceuticals INC (OLMA) . The manager sold 29.8% of its previously reported shares, reducing the position's portfolio weight by 1.4 percentage points.
New PositionsQ1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| DIGINEX LTD | DGNXUSD | 0.1% | History → |
Top SellsQ1 2026
The manager's top sells among positions it retained in Q1 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| OLEMA PHARMACEUTICALS INC | OLMA | -1.4% | 29.8% | History → |
| SERVICENOW | NOW | -3.4% | 14.2% | History → |
Net Portfolio Value ChangeQ1 2026
- $1.4BPrior quarter
- $1.0BCurrent quarter
- $-0.4BNet delta
- -29.3%% change
Methodology & FAQ
How Lightspeed Management Company, L.L.C. Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Lightspeed Management Company, L.L.C.: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description — including how confidential treatment filings are handled — is documented in the Methodology.
What stocks did Lightspeed Management Company, L.L.C. buy in Q1 2026?
In Q1 2026, Lightspeed Management Company, L.L.C. initiated 1 new position (DIGINEX LTD (DGNXUSD)).
What stocks did Lightspeed Management Company, L.L.C. sell in Q1 2026?
In Q1 2026, Lightspeed Management Company, L.L.C. reduced holdings in OLEMA PHARMACEUTICALS INC (OLMA), SERVICENOW (NOW).
Which positions did Lightspeed Management Company, L.L.C. initiate in Q1 2026?
Lightspeed Management Company, L.L.C. established 1 new position in Q1 2026: DIGINEX LTD (DGNXUSD, 0.1%).
Which existing positions saw the largest allocation increases for Lightspeed Management Company, L.L.C. in Q1 2026?
Lightspeed Management Company, L.L.C. reported no material allocation increases in existing positions in Q1 2026.
Which positions did Lightspeed Management Company, L.L.C. fully exit in Q1 2026?
Lightspeed Management Company, L.L.C. fully exited no positions in Q1 2026.
Which existing positions saw the largest allocation reductions for Lightspeed Management Company, L.L.C. in Q1 2026?
Of 2 existing positions with share-count reductions in Q1 2026, the largest were: OLEMA PHARMACEUTICALS INC (OLMA, -1.4% weight, -29.8% shares), SERVICENOW (NOW, -3.4% weight, -14.2% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.