Latest Lead Edge Capital Management, LLC Stock Portfolio
Lead Edge Capital Management, LLC Performance:
2025 Q3: 5.03%YTD: 11.86%2024: 15.33%
Performance for 2025 Q3 is 5.03%, and YTD is 11.86%, and 2024 is 15.33%.
About Lead Edge Capital Management, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Lead Edge Capital Management, LLC reported an equity portfolio of $378.5 Millions as of 30 Sep, 2025.
The top stock holdings of Lead Edge Capital Management, LLC are YEXT, MDB, APPN. The fund has invested 28.8% of it's portfolio in YEXT INC and 15.5% of portfolio in MONGODB INC.
The fund managers got completely rid off STONECO LTD (STNE) stocks. They significantly reduced their stock positions in MONGODB INC (MDB) and NCR ATLEOS CORPORATION. The fund showed a lot of confidence in some stocks as they added substantially to CLEARWATER ANALYTICS HLDGS I (CWAN), REMITLY GLOBAL INC (RELY) and APPIAN CORP (APPN).
The top stock holdings of Lead Edge Capital Management, LLC are YEXT, MDB, APPN. The fund has invested 28.8% of it's portfolio in YEXT INC and 15.5% of portfolio in MONGODB INC.
The fund managers got completely rid off STONECO LTD (STNE) stocks. They significantly reduced their stock positions in MONGODB INC (MDB) and NCR ATLEOS CORPORATION. The fund showed a lot of confidence in some stocks as they added substantially to CLEARWATER ANALYTICS HLDGS I (CWAN), REMITLY GLOBAL INC (RELY) and APPIAN CORP (APPN).
Lead Edge Capital Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Lead Edge Capital Management, LLC made a return of 5.03% in the last quarter. In trailing 12 months, it's portfolio return was 18.59%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| clearwater analytics hldgs i | 72.73 |
| remitly global inc | 19.29 |
| appian corp | 11.47 |
Additions to existing portfolio by Lead Edge Capital Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| mongodb inc | -16.16 |
| ncr atleos corporation | -8.03 |
Lead Edge Capital Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| stoneco ltd | -18,981,600 |
Lead Edge Capital Management, LLC got rid off the above stocks
Sector Distribution
Lead Edge Capital Management, LLC has about 91% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 91 |
| Others | 9 |
Market Cap. Distribution
Lead Edge Capital Management, LLC has about 15.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MID-CAP | 46.7 |
| SMALL-CAP | 28.8 |
| LARGE-CAP | 15.5 |
| UNALLOCATED | 9 |
Stocks belong to which Index?
About 54.8% of the stocks held by Lead Edge Capital Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| RUSSELL 2000 | 54.8 |
| Others | 45.2 |
Lead Edge Capital Management, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Lead Edge Capital Management, LLC
Lead Edge Capital Management, LLC has 8 stocks in it's portfolio. CWAN proved to be the most loss making stock for the portfolio. MDB was the most profitable stock for Lead Edge Capital Management, LLC last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| APPN | appian corp | 14.63 | 1,811,150 | 55,366,900 | added | 11.47 | ||
| CWAN | clearwater analytics hldgs i | 9.27 | 1,946,450 | 35,075,000 | added | 72.73 | ||
| MDB | mongodb inc | 15.46 | 188,524 | 58,514,100 | reduced | -16.16 | ||
| NCNO | ncino inc | 11.49 | 1,604,130 | 43,487,900 | unchanged | 0.00 | ||
| RELY | remitly global inc | 11.35 | 2,634,990 | 42,950,400 | added | 19.29 | ||
| STNE | stoneco ltd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| YEXT | yext inc | 28.80 | 12,792,100 | 108,989,000 | unchanged | 0.00 | ||
| ncr atleos corporation | 8.76 | 843,362 | 33,152,600 | reduced | -8.03 | |||
| life360 inc | 0.25 | 8,834 | 939,054 | unchanged | 0.00 | |||