Lead Edge Capital Management
NEW YORK, NYfiles as Lead Edge Capital Management, LLC
$550m in 12 US stocks at the end of 30 June 2026. The top 10 are 99.5% of the money. It changed about 17.0% of the portfolio this quarter.
Value
$550m
Stocks
12
Top 10 share
99.5%
Turnover
17.0%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- ToastTOST15.3% of the fund+131%
- AppianAPPN12.0% of the fund+51%
- AppfolioAPPF11.6% of the fund+90%
- nCinoNCNO10.9% of the fund+117%
- Veeva SystemsVEEV10.5% of the fund+52%
- Procore TechnologiesPCOR3.8% of the fund+66%
Cut
Sold some of their stake.
- Remitly GlobalRELY10.9% of the fund-29%
- MongoDBMDB3.9% of the fund-62%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| ToastTOST | 15.3% | $84m | 3,021,216 | +131% |
| WorkdayWDAY | 13.9% | $76m | 623,867 | Held |
| AppianAPPN | 12.0% | $66m | 2,878,544 | +51% |
| AppfolioAPPF | 11.6% | $64m | 399,656 | +90% |
| Remitly GlobalRELY | 10.9% | $60m | 2,687,772 | -29% |
| nCinoNCNO | 10.9% | $60m | 3,662,570 | +117% |
| Veeva SystemsVEEV | 10.5% | $58m | 326,306 | +52% |
| YextYEXT | 6.7% | $37m | 7,843,296 | Held |
| MongoDBMDB | 3.9% | $22m | 64,678 | -62% |
| Procore TechnologiesPCOR | 3.8% | $21m | 515,051 | +66% |
| EquipmentShare.comEQPT | 0.4% | $2m | 110,000 | Held |
| Life360LIF | <0.1% | $489,050 | 8,834 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 52.4% since 30 June 2025.
Where the money is
Technology74.2%
Financial services15.3%
Health care10.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.