Lead Edge Capital Management, LLC Portfolio Holdings

Lead Edge Capital Management, LLC

  • $309 Million
  • Q1 2025

Lead Edge Capital Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $309 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Yext, Inc. with a value of $78.8M, Remitly Global, Inc. with a value of $45.9M, N Cino, Inc. with a value of $44.1M, Appian Corp with a value of $44M, and Toast, Inc. with a value of $34.5M.

Examining the 13F form we can see an increase of $31.8M in the current position value, from $278M to 309M.

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 $309 Million
Technology: $309 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$968M
$78.8 Million 25.47% of portfolio
12,792,078
Q3 2024 Added 11.48%
$3.19B
$45.9 Million 14.85% of portfolio
2,208,833
Q1 2025 Added 23.12%
$2.9B
$44.1 Million 14.24% of portfolio
1,604,129
Q1 2025 Added 92.88%
$1.19B
$44 Million 14.23% of portfolio
1,528,085
Q4 2024 Added 5.74%
$13.9B
$34.5 Million 11.14% of portfolio
1,038,900
Q4 2024 Reduced 58.43%
$721M
$26.9 Million 8.69% of portfolio
2,409,967
Q3 2024 Added 38.86%
$4.05B
$19.4 Million 6.25% of portfolio
1,846,391
Q2 2024 Reduced 30.47%
$14.4B
$15.9 Million 5.13% of portfolio
90,460
Q1 2025 New
Life360 Inc
-
$0 0.0% of portfolio
-
Q2 2024 New
Ncr Atleos Corporation
-
$0 0.0% of portfolio
-
Q1 2025 Added 41.94%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $309 Million
  • Prior Value $278 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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