Lightspeed Management Company, L.L.C.

Based on the SEC 13F filing data provided for Lightspeed Management Company, L.L.C. for the period ending September 30, 2025, here is a comprehensive financial analysis.

1. Portfolio Overview

Lightspeed Management Company manages a highly concentrated portfolio valued at approximately $262.25 million, representing a growth of 9.8% from the previous quarter's $238.79 million. The portfolio is characterized by extreme concentration, comprising only four holdings. This structure suggests a hig...