LIGHTSPEED OPPORTUNITY FUND L P
Q1 2024 Form 13-F
MENLO PARK, CALIFORNIA
CIK 0001780948
· CRD 160187
· SEC-registered investment adviser
$54.1M Reported Value Total
LIGHTSPEED VENTURE PARTNERS reports 43 total accounts under management (AUM). There are 42 discretionary accounts valued at $30,939,391,323, and 1 non-discretionary accounts valued at $250,145,910.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
51 funds
· $50.0B gross asset value
Venture Capital Fund: $50.0B
Source: Form ADV filed 2026-05-06
Reported value
$54.1M
Quarter over quarter
-43.2%
Holdings
1
Top-10 concentration
100.0%
Key People
Form ADV owners & control persons
Barry Francis Eggers
MEMBER
Ravi Brian Mhatre
MEMBER
Peter Yao-Ping Nieh
MEMBER
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13F Metrics
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Q1 2024 13F record
Q1 2024 13F filing summary
| Period of report | March 31, 2024 |
|---|---|
| Filed | May 15, 2024 |
| Form | 13F-HR |
| Reported value | $54.1M |
| Positions | 1 |
| Change in reported value | -43.2% |
| New positions | 0 |
| Exited positions | 0 |
| Position turnover | 0.0% |
| Top-10 concentration | 100.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2024 13F
Filed Nov 14, 2024
|
1 | $50.1M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
1 | $44.8B |
|
Q1 2024 13F
Filed May 15, 2024
|
1 | $54.1M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
1 | $95.2M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
2 | $133.6M |
|
Q2 2023 13F
Filed Aug 11, 2023
|
2 | $131.8M |
|
Q1 2023 13F
Filed May 15, 2023
|
2 | $179.5K |
Top 1 holdings · Q1 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | HSAI Hesai Group | $54.1M | 100.0% |
Values as reported on the Q1 2024 Form 13F. Every position is in the holdings table below.