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LECM

Lead Edge Capital Management Portfolio holdings

AUM $408M
1-Year Est. Return 4.05%
This Fund
S&P 500
This Quarter Est. Return
-28%
1 Year Est. Return
-4.05%
3 Year Est. Return
+26.75%
5 Year Est. Return
-20.65%
10 Year Est. Return
–
AUM
$408M
AUM Growth
+$17.9M
Cap. Flow
+$152M
Cap. Flow %
37.29%
Top 10 Hldgs %
99.36%
Holding
14
New
6
Increased
2
Reduced
2
Closed
2

Top Buys

Rank Stock Value
1
WDAY icon
Workday
WDAY
+$97.7M
2
VEEV icon
Veeva Systems
VEEV
+$42.1M
3
APPF icon
AppFolio
APPF
+$39.8M
4
TOST icon
Toast
TOST
+$39M
5
PCOR icon
Procore
PCOR
+$18.3M

Top Sells

Rank Stock Value
1
CWAN
Clearwater Analytics
CWAN
+$46.9M
2
YEXT icon
Yext
YEXT
+$29.8M
3
NATL icon
NCR Atleos
NATL
+$29.3M
4
RELY icon
Remitly
RELY
+$4.27M

Sector Composition

Rank Sector Weight
1 Technology 90.22%
2 Healthcare 9.23%
3 Industrials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WDAY icon
1
Workday
WDAY
$35.8B
$80M 19.61%
+615,670
New +$97.7M
RELY icon
2
Remitly
RELY
$5.08B
$59.1M 14.49%
3,771,955
-288,458
-7% -$4.27M
APPN icon
3
Appian
APPN
$1.92B
$45.9M 11.26%
1,905,634
+296,845
+18% +$8.06M
MDB icon
4
MongoDB
MDB
$25.1B
$41.7M 10.23%
170,425
+42,370
+33% +$14.2M
VEEV icon
5
Veeva Systems
VEEV
$31.7B
$37.7M 9.23%
+214,409
New +$42.1M
TOST icon
6
Toast
TOST
$17.4B
$34.6M 8.49%
+1,306,362
New +$39M
APPF icon
7
AppFolio
APPF
$6.35B
$33.2M 8.14%
+210,260
New +$39.8M
YEXT icon
8
Yext
YEXT
$535M
$30.1M 7.38%
7,843,296
-4,948,782
-39% -$29.8M
NCNO icon
9
nCino
NCNO
$1.96B
$25.3M 6.2%
1,687,480
– –
PCOR icon
10
Procore
PCOR
$6.93B
$17.6M 4.33%
+309,573
New +$18.3M
EQPT
11
EquipmentShare.com Inc
EQPT
$4.19B
$2.24M 0.55%
+110,000
New +$3.15M
LIF
12
Life360
LIF
$4.36B
$361K 0.09%
8,834
– –
CWAN
13
DELISTED
Clearwater Analytics
CWAN
– –
-1,946,446
Closed -$46.9M
NATL icon
14
NCR Atleos
NATL
$3.5B
– –
-768,415
Closed -$29.3M

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CIM
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RCP
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DW
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HWM
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MCM
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AEPWM
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Lead Edge Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Lead Edge Capital Management held 14 positions worth $408M, up 4.6% from $390M the previous quarter. Its ten largest holdings account for 99% of the portfolio.

Lead Edge Capital Management deployed $152M of net new capital in Q1 2026, opening 6 new positions and adding to 2 existing holdings. Its largest new stake was Workday: 615,670 shares worth $80M.

By sector, the portfolio is most concentrated in Technology at 90% of assets, down from 100% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was Yext, an estimated $29.8M trimmed.

  • Lead Edge Capital Management's largest Q1 2026 buy was Workday: 615,670 shares worth $80M.
  • Lead Edge Capital Management added most to MongoDB in Q1 2026, an estimated $14.2M increase.
  • Lead Edge Capital Management's biggest Q1 2026 reduction was Yext, cutting an estimated $29.8M.
  • Lead Edge Capital Management fully exited Clearwater Analytics in Q1 2026, selling an estimated $46.9M.
  • Lead Edge Capital Management's ten largest holdings make up 99% of its $408M portfolio in Q1 2026.
  • Lead Edge Capital Management opened 6 new positions and closed 2 in Q1 2026.
  • Lead Edge Capital Management's portfolio value rose 4.6% quarter-over-quarter to $408M.

Based on Lead Edge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.