Portfolio (Quarterly)
Guide ↗
Lead Edge Capital Management, LLC
· CIK 0001802797| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | RELY | REMITLY GLOBAL INC | Technology | 4,060,413.0 | $56.0M | 14.37% | +1.4M | +54.1% | $13.80 | +56.4% |
| 2 | NCNO | NCINO INC | Technology | 1,687,480.0 | $43.3M | 11.10% | +83K | +5.2% | $25.64 | -37.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
100.0%