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 | YEXT | YEXT INC | Technology | 12,792,078.0 | $103.1M | 26.44% | — | — | $8.06 | -54.3% |
| 2 | APPN | APPIAN CORP | Technology | 1,608,789.0 | $57.0M | 14.61% | -202K | -11.2% | $35.42 | -39.7% |
| 3 | RELY | REMITLY GLOBAL INC | Technology | 4,060,413.0 | $56.0M | 14.37% | +1.4M | +54.1% | $13.80 | +56.4% |
| 4 | MDB | MONGODB INC | Technology | 128,055.0 | $53.7M | 13.78% | -60K | -32.1% | $419.69 | -22.3% |
| 5 | CWAN | CLEARWATER ANALYTICS HLDGS I | Technology | 1,946,446.0 | $46.9M | 12.04% | — | — | $24.12 | +0.8% |
| 6 | NCNO | NCINO INC | Technology | 1,687,480.0 | $43.3M | 11.10% | +83K | +5.2% | $25.64 | -37.3% |
| 7 | NATL | NCR ATLEOS CORPORATION | Technology | 768,415.0 | $29.3M | 7.51% | -75K | -8.9% | $38.11 | +17.3% |
| 8 | — | LIFE360 INC | — | 8,834.0 | $567K | 0.14% | — | — | $64.14 | — |
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%