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
|