Holders — by stockHoldings — by fund
Lead Edge Capital Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001802797
$550.4M
disclosed book value
12
positions
15.3%
largest position share
Positions, as of 2026-06-30
top 12 of 12 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TOSTTOAST INC | 3.0M | $84.1M | 15.3% |
| 2 | WDAYWORKDAY INC | 623,867 | $76.4M | 13.9% |
| 3 | APPNAPPIAN CORP | 2.9M | $65.9M | 12% |
| 4 | APPFAPPFOLIO INC | 399,656 | $64.1M | 11.6% |
| 5 | RELYREMITLY GLOBAL INC | 2.7M | $60.2M | 10.9% |
| 6 | NCNONCINO INC | 3.7M | $59.9M | 10.9% |
| 7 | VEEVVEEVA SYS INC | 326,306 | $57.9M | 10.5% |
| 8 | YEXTYEXT INC | 7.8M | $36.6M | 6.7% |
| 9 | MDBMONGODB INC | 64,678 | $21.7M | 3.9% |
| 10 | PCORPROCORE TECHNOLOGIES INC | 515,051 | $20.9M | 3.8% |
| 11 | EQPTEQUIPMENTSHARE COM INC | 110,000 | $2.2M | 0.4% |
| 12 | LIFLIFE360 INC | 8,834 | $489,050 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.