Lead Edge Capital Management, LLC: 13F holdings
CIK 18027972026Q2
| Positions | 12 |
|---|
| Reported value | $550.4m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 12 (+0 vs prior quarter) |
|---|
| Reported value | $550.4m (+34.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TOST TOAST INC | 3,021,216 | $84.1m | 15.3% |
| WDAY WORKDAY INC | 623,867 | $76.4m | 13.9% |
| APPN APPIAN CORP | 2,878,544 | $65.9m | 12.0% |
| APPF APPFOLIO INC | 399,656 | $64.1m | 11.6% |
| RELY REMITLY GLOBAL INC | 2,687,772 | $60.2m | 10.9% |
| NCNO NCINO INC | 3,662,570 | $59.9m | 10.9% |
| VEEV VEEVA SYS INC | 326,306 | $57.9m | 10.5% |
| YEXT YEXT INC | 7,843,296 | $36.6m | 6.7% |
| MDB MONGODB INC | 64,678 | $21.7m | 3.9% |
| PCOR PROCORE TECHNOLOGIES INC | 515,051 | $20.9m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802797")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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