Institutional Manager · CIK 0001802797
Lead Edge Capital Management, LLC
NEW YORK, NY · File #028-20140
Latest AUM
$389.9M
Positions
8
Top-10 Concentration
100.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20258 pos · $389.9M
- 13F HOLDINGS REPORTQ/E Sep 20258 pos · $378.5M
- 13F HOLDINGS REPORTQ/E Jun 20259 pos · $361.2M
- 13F HOLDINGS REPORTQ/E Mar 202510 pos · $329.3M
- 13F HOLDINGS REPORTQ/E Dec 20249 pos · $295.6M
- 13F HOLDINGS REPORTQ/E Sep 202410 pos · $345.4M
- 13F HOLDINGS REPORTQ/E Jun 202410 pos · $313.3M
- 13F HOLDINGS REPORTQ/E Mar 202410 pos · $325.3M
- 13F HOLDINGS REPORTQ/E Dec 20239 pos · $281.6M
- 13F HOLDINGS REPORTQ/E Sep 20239 pos · $325.1M
- 13F HOLDINGS REPORTQ/E Jun 20239 pos · $318.4M
- 13F HOLDINGS REPORTQ/E Mar 20239 pos · $289.2M
Top 8 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | YEXT INC | YEXT | 12,792,078 | $103.1M | 26.44% |
| 2 | APPIAN CORP | APPN | 1,608,789 | $57.0M | 14.61% |
| 3 | REMITLY GLOBAL INC | RELY | 4,060,413 | $56.0M | 14.37% |
| 4 | MONGODB INC | MDB | 128,055 | $53.7M | 13.78% |
| 5 | CLEARWATER ANALYTICS HLDGS I | CWAN | 1,946,446 | $46.9M | 12.04% |
| 6 | NCINO INC | NCNO | 1,687,480 | $43.3M | 11.10% |
| 7 | NCR ATLEOS CORPORATION | NATL | 768,415 | $29.3M | 7.51% |
| 8 | LIFE360 INC | LIFX | 8,834 | $566,613 | 0.15% |