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CIK: 0001802797
Total reported value
$550.4M
$550.4M
9 檔
52.8%
The Q2 2025 SEC filing reveals that Lead Edge Capital Management, LLC held a total portfolio value of $550.4M, covering 9 public equity positions.
Lead Edge Capital Management, LLC executed strategic sector rebalancing during Q2 2025, establishing 1 new positions while fully exiting 2 holdings and trimming 1 positions.
In terms of portfolio concentration, the top 5 core holdings (including YEXT, APPN, MDB) accounted for 52.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
CWAN
市值: $24.7M
Top Position Liquidated / Trimmed
TOST
前期市值: $34.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | YEXT | Yext Inc | Stock-Other | 30.10% | -0.72% | — | |
| 2 | APPN | Appian Corp-a | Stock-Other | 13.43% | +0.72% | +6.33% | |
| 3 | MDB | Mongodb Inc | Stock-Tech | 13.07% | -6.28% | +148.57% | |
| 4 | NCNO | Ncino Inc | Stock-Other | 12.42% | +4.68% | — | |
| 5 | RELY | Remitly Global Inc | Stock-Other | 11.48% | -3.55% | — | |
| 6 | NATL | Ncr Atleos CORP | Stock-Tech | 7.24% | — | +23.84% | |
| 7 | CWAN | Clearwater Analytics Holdings, Inc. | Stock-Tech | 6.84% | — | — | |
| 8 | STNE | StoneCo Ltd. | Stock-Other | 5.25% | — | -35.91% | |
| 9 | LIF | Life360 Inc | Stock-Other | 0.16% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MDB | Mongodb Inc | +8.3% | +148.57% | Add |
| 2 | CWAN | Clearwater Analytics Holdings, Inc. | +6.8% | NEW | New buy |
| 3 | YEXT | Yext Inc | +6.2% | — | Unchanged |
| 4 | NATL | Ncr Atleos CORP | +1.3% | +23.84% | Add |
| 5 | APPN | Appian Corp-a | +0.1% | +6.33% | Add |
| 6 | LIF | Life360 Inc | +0.1% | — | Unchanged |
| 7 | STNE | StoneCo Ltd. | -0.6% | -35.91% | Trim |
| 8 | NCNO | Ncino Inc | -1% | — | Unchanged |
| 9 | RELY | Remitly Global Inc | -2.5% | — | Unchanged |
| 10 | ✓ | Enfusion Inc - Class A | -8.2% | EXIT | Sold out |
| 11 | TOST | Toast Inc-class A | -10.5% | EXIT | Sold out |
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 9 disclosed positions in Q2 2025.
During Q2 2025, Lead Edge Capital Management, LLC's top holdings by market value included YEXT (30.1%)、APPN (13.4%)、MDB (13.1%). The largest single position, YEXT, represented 30.1% of total portfolio value.
In Q2 2025, Lead Edge Capital Management, LLC made 7 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 1 holdings, and fully liquidating 2 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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