Lead Edge Capital Management, LLC Portfolio Holdings

Lead Edge Capital Management, LLC

  • $334 Million
  • Q2 2025

Lead Edge Capital Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $334 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Yext, Inc. with a value of $109M, Appian Corp with a value of $48.5M, Mongo Db, Inc. with a value of $47.2M, N Cino, Inc. with a value of $44.9M, and Remitly Global, Inc. with a value of $41.5M.

Examining the 13F form we can see an increase of $25.1M in the current position value, from $309M to 334M.

Lead Edge Capital Management, LLC is based out at New York, NY

Below you can find more details about Lead Edge Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $334 Million
Technology: $334 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$973M
$109 Million 32.51% of portfolio
12,792,078
Q3 2024 Added 11.48%
$1.15B
$48.5 Million 14.5% of portfolio
1,624,797
Q2 2025 Added 6.33%
$14.3B
$47.2 Million 14.12% of portfolio
224,859
Q2 2025 Added 148.57%
$2.93B
$44.9 Million 13.41% of portfolio
1,604,129
Q1 2025 Added 92.88%
$3.26B
$41.5 Million 12.39% of portfolio
2,208,833
Q1 2025 Added 23.12%
$1.09B
$24.7 Million 7.39% of portfolio
1,126,900
Q2 2025 New
$4.26B
$19 Million 5.67% of portfolio
1,183,391
Q2 2025 Reduced 35.91%
Life360 Inc
-
$0 0.0% of portfolio
-
Q2 2024 New
Ncr Atleos Corporation
-
$0 0.0% of portfolio
-
Q2 2025 Added 23.84%

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $334 Million
  • Prior Value $309 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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