Lead Edge Capital Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LE Lead Edge Capital Management, LLC | Institutional Filer | ▲ 4.60% | $407.9M | 12 |
Current Portfolio Holdings
Showing all 12 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | WDAY | Workday, Inc. | Technology | 616K | $80.0M | 19.61% |
| 2 | RELY | Remitly Global, Inc. | Technology | 3.8M | $59.1M | 14.49% |
| 3 | APPN | Appian Corporation | Technology | 1.9M | $45.9M | 11.26% |
| 4 | MDB | MongoDB, Inc. | Technology | 170K | $41.7M | 10.23% |
| 5 | VEEV | Veeva Systems Inc. | Healthcare | 214K | $37.7M | 9.23% |
| 6 | TOST | Toast, Inc. | Technology | 1.3M | $34.6M | 8.49% |
| 7 | APPF | AppFolio, Inc. | Technology | 210K | $33.2M | 8.14% |
| 8 | YEXT | Yext, Inc. | Technology | 7.8M | $30.1M | 7.38% |
| 9 | NCNO | nCino, Inc. | Technology | 1.7M | $25.3M | 6.20% |
| 10 | PCOR | Procore Technologies, Inc. | Technology | 310K | $17.6M | 4.33% |
| 11 | EQPT | Equipmentshare Com Inc | — | 110K | $2.2M | 0.55% |
| 12 | LIF | Life360, Inc. | Technology | 9K | $361K | 0.09% |
Showing 1 to 12 of 12 holdings