Lead Edge Capital Management, LLC Portfolio Holdings by Sector
Lead Edge Capital Management, LLC
- $334 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Infrastructure | Technology
YEXT APPN MDB RELY STNE 5 stocks |
$264,906
79.2% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
NCNO CWAN 2 stocks |
$69,579
20.8% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|