Vault-13

Lightspeed Opportunity Fund, L.P.

Menlo Park, CA · CIK 1780948 · 13F filing filed 2023-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$131.8m reported value -26.6% vs Q1 2023
2positions
100.0%in top 10
0 new 0 added 0 reduced 0 sold out vs Q1 2023

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 HESAI GROUP SPONSORED ADS HSAI HSAI 10,688,294 $112.5m85.41% 85.41% UnchangedShares held: Q3 2022 —, Q4 2022 —, Q1 2023 10.7m, Q2 2023 10.7m
2 AFFIRM HLDGS INC COM CL A AFRM AFRM 1,254,623 $19.2m14.59% 14.59% UnchangedShares held: Q3 2022 —, Q4 2022 —, Q1 2023 1.3m, Q2 2023 1.3m