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Lightspeed Opportunity Fund, L.P.

Portfolio Profile

CIK: 0001780948 | Menlo Park, CA

$50.1M
AUM
1
Positions
100%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Hesai Group(HSAI)10,688,294$50.1M100.00%

Sector Allocation

Latest filing, equity positions only

Consumer Cyclical100% · $50.1M

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Consumer Cyclical100%100%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Mid Cap100%100%0%

AUM History

$14.3M | 2 pos.
$131.8M | 2 pos.
$133.6M | 2 pos.
$95.2M | 1 pos.
$54.1M | 1 pos.
$44.8M | 1 pos.
$50.1M | 1 pos.
Q1
23
Q2
23
Q3
23
Q4
23
Q1
24
Q2
24
Q3
24

Recent Activity

Quarter-over-quarter position changes

0
New
0
Closed
0
Increased
0
Decreased
1
Unchanged