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CIK: 0001802797
Total reported value
$550.4M
$550.4M
10 檔
44.9%
At the close of Q1 2025, Lead Edge Capital Management, LLC disclosed equity holdings valued at approximately $550.4M, spread across 10 reported holdings.
In Q1 2025, Lead Edge Capital Management, LLC displayed an active expansion posture, initiating 10 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | YEXT | Yext Inc | Stock-Other | 23.93% | -0.72% | — | |
| 2 | RELY | Remitly Global Inc | Stock-Other | 13.95% | -3.55% | +23.12% | |
| 3 | NCNO | Ncino Inc | Stock-Other | 13.38% | +4.68% | +92.88% | |
| 4 | APPN | Appian Corp-a | Stock-Other | 13.37% | +0.72% | — | |
| 5 | TOST | Toast Inc-class A | Stock-Tech | 10.47% | +6.78% | — | |
| 6 | ✓ | Enfusion Inc - Class A | Stock-Other | 8.16% | — | — | |
| 7 | NATL | Ncr Atleos CORP | Stock-Tech | 5.93% | — | +41.94% | |
| 8 | STNE | StoneCo Ltd. | Stock-Other | 5.88% | — | — | |
| 9 | MDB | Mongodb Inc | Stock-Tech | 4.82% | -6.28% | — | |
| 10 | LIF | Life360 Inc | Stock-Other | 0.10% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | YEXT | Yext Inc | — | NEW | New buy |
| 2 | RELY | Remitly Global Inc | — | NEW | New buy |
| 3 | NCNO | Ncino Inc | — | NEW | New buy |
| 4 | APPN | Appian Corp-a | — | NEW | New buy |
| 5 | TOST | Toast Inc-class A | — | NEW | New buy |
| 6 | ✓ | Enfusion Inc - Class A | — | NEW | New buy |
| 7 | NATL | Ncr Atleos CORP | — | NEW | New buy |
| 8 | STNE | StoneCo Ltd. | — | NEW | New buy |
| 9 | MDB | Mongodb Inc | — | NEW | New buy |
| 10 | LIF | Life360 Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Lead Edge Capital Management, LLC reported a total U.S. public equity portfolio value of $550.4M across 10 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including YEXT, RELY, NCNO) accounted for 44.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
YEXT
市值: $78.8M
During Q1 2025, Lead Edge Capital Management, LLC's top holdings by market value included YEXT (23.9%)、RELY (13.9%)、NCNO (13.4%). The largest single position, YEXT, represented 23.9% of total portfolio value.
In Q1 2025, Lead Edge Capital Management, LLC made 10 total portfolio adjustments, initiating 10 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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