Holdings of Lead Edge Capital Management, LLC
12 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 99.4 % of the equity sleeve
Sector breakdown
- Technology 39.1 %
- Unattributed 60.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 12 | 407.9M $ | 100.00 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Workday Inc | 615,670 | 80M $ | |
| Remitly Global Inc | 3,771,955 | 59.1M $ | |
| Appian Corp | 1,905,634 | 45.9M $ | |
| MongoDB Inc | 170,425 | 41.7M $ | |
| Veeva Systems Inc | 214,409 | 37.7M $ | |
| Toast Inc | 1,306,362 | 34.6M $ | |
| Appfolio Inc | 210,260 | 33.2M $ | |
| Yext Inc | 7,843,296 | 30.1M $ | |
| nCino Inc | 1,687,480 | 25.3M $ | |
| Procore Technologies Inc | 309,573 | 17.6M $ | |
| EquipmentShare.com Inc | 110,000 | 2.2M $ | |
| Life360 Inc | 8,834 | 360.6K $ |