Holdings of Lead Edge Capital Management, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 12 in 1 countries
- Top ten
- 99.4 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Workday Inc | 615,670 | 80M $ | |
| 2 | Remitly Global Inc | 3,771,955 | 59.1M $ | |
| 3 | Appian Corp | 1,905,634 | 45.9M $ | |
| 4 | MongoDB Inc | 170,425 | 41.7M $ | |
| 5 | Veeva Systems Inc | 214,409 | 37.7M $ | |
| 6 | Toast Inc | 1,306,362 | 34.6M $ | |
| 7 | Appfolio Inc | 210,260 | 33.2M $ | |
| 8 | Yext Inc | 7,843,296 | 30.1M $ | |
| 9 | nCino Inc | 1,687,480 | 25.3M $ | |
| 10 | Procore Technologies Inc | 309,573 | 17.6M $ | |
| 11 | EquipmentShare.com Inc | 110,000 | 2.2M $ | |
| 12 | Life360 Inc | 8,834 | 360.6K $ |
Sector breakdown
- Technology 39.1 %
- Unattributed 60.9 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 100.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 12 | 407.9M $ | 100.00 % |
Cite this page
Titelia. "Holdings of Lead Edge Capital Management, LLC". https://titelia.com/en/funds/US13F1802797