LIGHTSPEED MANAGEMENT COMPANY, L.L.C.
MENLO PARK, CA · CIK 1702122 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2025 · limited liability company
- Assets managed$50.0bn
- Staff132 · 125 in investment roles
- Main clients (by assets)Private funds 100%
- Private funds51 · $50.0bn gross assets
- Websitelsvp.com
- Form ADV · 2026-05-06SEC adviser record
- Kindventure
- Others nearbyMenlo Park, CA, New York, NY, Tel Aviv, London, Paris, Barcelona
- FamilyLIGHTSPEED MANAGEMENT COMPANY, L.L.C. · 2 related pages
As an employer
- Offices in5 countries
- Private fundsventure capital 51
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Menlo Park, CA (main office)United States | about 111 |
| New York, NYUnited States | 8 |
| Tel AvivIsrael | 3 |
| ParisFrance | 1 |
| BarcelonaSpain | 1 |
| LondonUnited Kingdom | 1 |
| San Francisco, CAUnited States |
US visa salary filings
- Filings FY20242
- Median salary offered$257,100
- Middle half$248,150 – $266,050
- Job titles2
- E-3 (Australians)1
| Job title | Filings | Median |
|---|---|---|
| Vice President Of FundraisingMenlo Park, CA | 1 | $275,000 |
| PartnerMenlo Park, CA | 1 | $239,200 |
Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Lightspeed Management Company LLC.
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| SPACE EXPLORATION TECHN CORP SPCX | $1.2bn51.86% | New |
| NAVAN INC NAVN | $953.6m39.65% | Reduced -8.2m |
| PERSONALIS INC PSNL | $81.8m3.40% | Reduced -2.1m |
| ODYSSEY THERAPEUTICS INC ODTX | $67.5m2.81% | New |
| KODIAK AI INC. KDK | $37.3m1.55% | Unchanged |
| OLEMA PHARMACEUTICALS INC OLMA | $17.0m0.71% | Unchanged |
| DIGINEX LTD DGNX | $261.4k0.01% | New |
| FIGMA INC FIG | $188.0k0.01% | Reduced -173.1k |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| SERVICENOW INC NOW | $160.0m1.5m shares |
| BLEND LABS INC BLND | $39.3m23.1m shares |
| DIGINEX LTD DGNX | $678.4k1.4m shares |
Trades reported as a company insider since 1 Apr 2026
Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.
| Date | Company | Trade | Value |
|---|---|---|---|
| 2026-09-11 | NETSKOPE INC 10% owner · By Lightspeed Management Company, L.L.C. | Sold | $158.3k10.6k shares |
| 2026-07-09 | NETSKOPE INC 10% owner · By Lightspeed Venture Partners XII, L.P. | Sold | $2.7m219.1k shares |
| 2026-07-08 | NAVAN INC 10% owner · By Lightspeed Management Company, L.L.C. | Sold | $227.8k9.0k shares |
| 2026-07-08 | NETSKOPE INC 10% owner · By Lightspeed Management Company, L.L.C. | Sold | $124.3k10.6k shares |
| 2026-07-01 | NAVAN INC 10% owner · By Lightspeed Management Company, L.L.C. | Sold | $260.5k10.6k shares |