Portfolio (Quarterly)
Guide ↗
Lead Edge Capital Management, LLC
· CIK 0001802797| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | YEXT | YEXT INC | Technology | 12,792,078.0 | $109.0M | 28.80% | NEW | — | $8.52 | -56.8% |
| 2 | MDB | MONGODB INC | Technology | 188,524.0 | $58.5M | 15.46% | NEW | — | $310.38 | +5.1% |
| 3 | APPN | APPIAN CORP | Technology | 1,811,151.0 | $55.4M | 14.63% | NEW | — | $30.57 | -30.1% |
| 4 | NCNO | NCINO INC | Technology | 1,604,129.0 | $43.5M | 11.49% | NEW | — | $27.11 | -40.7% |
| 5 | RELY | REMITLY GLOBAL INC | Technology | 2,634,993.0 | $43.0M | 11.35% | NEW | — | $16.30 | +32.4% |
| 6 | CWAN | CLEARWATER ANALYTICS HLDGS I | Technology | 1,946,446.0 | $35.1M | 9.27% | NEW | — | $18.02 | +35.0% |
| 7 | NATL | NCR ATLEOS CORPORATION | Technology | 843,362.0 | $33.2M | 8.76% | NEW | — | $39.31 | +13.7% |
| 8 | — | LIFE360 INC | — | 8,834.0 | $939K | 0.25% | NEW | — | $106.30 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
100.0%