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Lead Edge Capital Management, LLC
hedge fundUpdated 27 days agoManaged by Lead Edge Capital Management, Llc • Latest filing Q2 2026
Portfolio value
$550.4M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
7.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $318.4M |
| Q2 2023 | $325.1M |
| Q3 2023 | $281.6M |
| Q4 2023 | $374.1M |
| Q1 2024 | $325.3M |
| Q2 2024 | $313.3M |
| Q3 2024 | $345.4M |
| Q4 2024 | $295.6M |
| Q1 2025 | $329.3M |
| Q2 2025 | $361.2M |
| Q3 2025 | $378.5M |
| Q4 2025 | $389.9M |
| Q1 2026 | $407.9M |
| Q2 2026 | $550.4M |
Top holdings
12 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TOST TOAST INC | $84.1M | 3.02M | 15.27% | — |
| 2 | W WDAY WORKDAY INC | $76.4M | 623.9K | 13.88% | — |
| 3 | A APPN APPIAN CORP | $65.9M | 2.88M | 11.98% | — |
| 4 | A APPF APPFOLIO INC | $64.1M | 399.7K | 11.64% | — |
| 5 | R RELY REMITLY GLOBAL INC | $60.2M | 2.69M | 10.94% | — |
| 6 | N NCNO NCINO INC | $59.9M | 3.66M | 10.88% | — |
| 7 | V VEEV VEEVA SYS INC | $57.9M | 326.3K | 10.52% | — |
| 8 | ? N/A YEXT INC | $36.6M | 7.84M | 6.66% | — |
| 9 | M MDB MONGODB INC | $21.7M | 64.7K | 3.95% | — |
| 10 | P PCOR PROCORE TECHNOLOGIES INC | $20.9M | 515.1K | 3.80% | — |
| 11 | E EQPT EQUIPMENTSHARE COM INC | $2.2M | 110.0K | 0.39% | — |
| 12 | L LIFX LIFE360 INC | $489K | 8.8K | 0.09% | — |