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Lightspeed Management Company, L.L.C.

CIK:0001702122
Venture Capital
$136M AUM
6 holdings
Menlo Park, CA, US
Founded:2000
250 employees
Latest filing:Jun 30, 2025

Lightspeed Management Company, L.L.C. is a US-based investment firm headquartered in Menlo Park, California. The firm is affiliated with the broader Lightspeed Venture Partners group, renowned for its venture capital and growth equity investments in the technology and innovation sectors. Founded in Delaware, Lightspeed Management Company, L.L.C. serves institutional and accredited investors, offering tailored investment vehicles and advisory services. The firm's leadership includes managing members Barry Eggers, Ravi Mhatre, and Peter Nieh. The firm manages public and private equity positions and is associated with Lightspeed's historically strong footprint in venture investing.

Investment Strategy

Lightspeed Management Company, L.L.C. pursues a growth-oriented investment approach, focusing primarily on equity positions in innovative technology companies across sectors such as fintech, healthtech, enterprise SaaS, and consumer digital platforms. The firm utilizes quantitative and qualitative analysis to construct a concentrated portfolio, targeting both established and emerging leaders to capitalize on industry shifts and technological advancements. Lightspeed Management Company, L.L.C. typically invests in publicly-listed and late-stage private companies, leveraging deep industry expertise and active management to generate outsized returns for its investors.

Top Buys
B
BULLWEBULL CORP
+$85.5M
P
PSNLPERSONALIS INC
+$24.9M
H
HLVXHILLEVAX INC
+$1.2M
B
BLNDBLEND LABS INC
-$1.2M
G
GRABGRAB HOLDINGS LIMITED
+$1.1M
Top Sells
B
BULLWEBULL CORP
+$85.5M
P
PSNLPERSONALIS INC
+$24.9M
R
RCIIUPBOUND GROUP INC
-$9.2M
H
HLVXHILLEVAX INC
+$1.2M
B
BLNDBLEND LABS INC
-$1.2M

Top Holdings

B
BULLWEBULL CORP
+35.8%$85.5M
B
BLNDBLEND LABS INC
+32.0%$76.3M
P
PSNLPERSONALIS INC
+22.4%$53.5M
G
GRABGRAB HOLDINGS LIMITED
+4.5%$10.6M
O
OLMAOLEMA PHARMACEUTICALS INC
+3.4%$8.2M

Equity Positions (6)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
B
BULL
WEBULL CORP35.80%$85.5M7,148,051$11.96$11.96+$85.5M
B
BLND
BLEND LABS INC31.96%$76.3M23,127,237$4.21$3.30-$1.2M
P
PSNL
PERSONALIS INC22.42%$53.5M8,160,734$5.78$6.56+$24.9M
G
GRAB
GRAB HOLDINGS LIMITED4.45%$10.6M2,114,734$4.72$5.03+$1.1M
O
OLMA
OLEMA PHARMACEUTICALS INC3.44%$8.2M1,930,894$5.83$4.26+$965.4K

Industry Allocation

FINANCE SERVICES
+35.8%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+35.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+32.0%
SERVICES-MEDICAL LABORATORIES
+22.4%
SERVICES-BUSINESS SERVICES, NEC
+4.5%