Lead Edge Capital Management, LLC Portfolio Holdings by Sector
Lead Edge Capital Management, LLC
- $344 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
YEXT MDB APPN RELY 4 stocks |
$265,818
77.19% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NCNO CWAN 2 stocks |
$78,561
22.81% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|