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LECM

Lead Edge Capital Management Portfolio holdings

AUM $550M Turnover 0%
1-Year Est. Return 11.23%
This Fund
S&P 500
This Quarter Est. Return
+7.18%
1 Year Est. Return
-11.23%
3 Year Est. Return
+20.23%
5 Year Est. Return
-41.49%
10 Year Est. Return
–
AUM
$550M
AUM Growth
+$143M
Cap. Flow
+$105M
Cap. Flow %
19.03%
Top 10 Hldgs %
99.52%
Holding
12
New
–
Increased
7
Reduced
2
Closed
–
Avg Time Held
1.2 years
Top 10 Avg Time Held
1.2 years
Top 20 Avg Time Held
1.2 years

Top Buys

Rank Stock Value
1
TOST icon
Toast
TOST
+$44.7M
2
NCNO icon
nCino
NCNO
+$32.4M
3
APPF icon
AppFolio
APPF
+$30.2M
4
APPN icon
Appian
APPN
+$21.6M
5
VEEV icon
Veeva Systems
VEEV
+$18.5M

Top Sells

Rank Stock Value
1
MDB icon
MongoDB
MDB
+$31.7M
2
RELY icon
Remitly
RELY
+$22.2M

Sector Composition

Rank Sector Weight
1 Technology 89.09%
2 Healthcare 10.52%
3 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
TOST icon
1
Toast
TOST
$18.7B
$84.1M 15.27%
3,021,216
+1,714,854
+131% +$44.7M
2026 Q1
1 quarter
WDAY icon
2
Workday
WDAY
$48.4B
$76.4M 13.88%
623,867
+8,197
+1% +$1.04M
2026 Q1
1 quarter
APPN icon
3
Appian
APPN
$3.12B
$65.9M 11.98%
2,878,544
+972,910
+51% +$21.6M
2024 Q2
8 quarters
APPF icon
4
AppFolio
APPF
$7.82B
$64.1M 11.64%
399,656
+189,396
+90% +$30.2M
2026 Q1
1 quarter
RELY icon
5
Remitly
RELY
$5.3B
$60.2M 10.94%
2,687,772
-1,084,183
-29% -$22.2M
2024 Q3
7 quarters
NCNO icon
6
nCino
NCNO
$2.25B
$59.9M 10.88%
3,662,570
+1,975,090
+117% +$32.4M
2024 Q3
7 quarters
VEEV icon
7
Veeva Systems
VEEV
$51.7B
$57.9M 10.52%
326,306
+111,897
+52% +$18.5M
2026 Q1
1 quarter
YEXT icon
8
Yext
YEXT
$702M
$36.6M 6.66%
7,843,296
– –
2022 Q1
17 quarters
MDB icon
9
MongoDB
MDB
$28.9B
$21.7M 3.95%
64,678
-105,747
-62% -$31.7M
2025 Q1
5 quarters
PCOR icon
10
Procore
PCOR
$9.13B
$20.9M 3.8%
515,051
+205,478
+66% +$10.2M
2026 Q1
1 quarter
EQPT icon
11
EquipmentShare.com Inc
EQPT
$3.78B
$2.16M 0.39%
110,000
– –
2026 Q1
1 quarter
LIF icon
12
Life360
LIF
$3.56B
$489K 0.09%
8,834
– –
2024 Q2
8 quarters

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Lead Edge Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Lead Edge Capital Management held 12 positions worth $550M, up 35% from $408M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Lead Edge Capital Management deployed $105M of net new capital in Q2 2026, adding to 7 existing holdings.

By sector, the portfolio is most concentrated in Technology at 89% of assets, down from 90% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was MongoDB, an estimated $31.7M trimmed.

  • Lead Edge Capital Management added most to Toast in Q2 2026, an estimated $44.7M increase.
  • Lead Edge Capital Management's biggest Q2 2026 reduction was MongoDB, cutting an estimated $31.7M.
  • Lead Edge Capital Management's ten largest holdings make up 100% of its $550M portfolio in Q2 2026.
  • Lead Edge Capital Management opened 0 new positions and closed 0 in Q2 2026.
  • Lead Edge Capital Management's portfolio value rose 35% quarter-over-quarter to $550M.

Based on Lead Edge Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.