Lightspeed Venture Partners
Lightspeed Management Company (LSVP); registered investment adviser (converted to RIA to hold more late-stage/secondary positions)
Multi-stage AI from seed to megadeal — $5.5B+ deployed across 165+ AI-native startups, plus the ability (as an RIA) to write huge late-stage checks into the frontier labs. Breadth across the AI stack rather than one flagship.
What to know about this record
- Not open — Not an open-ended vehicle — analysis only, not an available allocation.
Size$40B
TypeVC
Top holdingAnthropic
Positions
Key positions
Anthropic
Was the largest investor in Anthropic's $3.5B Series E; a ~$2B megadeal cemented its AI ambitions
SpaceX (xAI)
Frontier-model position
Mistral AI
European open-weight frontier lab
Sign in to see the full holdings book, 13F filings and sources.
QAI analysis
Our take
Upgrade to Pro to see the full QAI analyst take on this fund.
Analyst work product, NFA — always verify.