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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
-6.9%
1 Year Est. Return
-4.05%
3 Year Est. Return
+26.75%
5 Year Est. Return
-20.65%
10 Year Est. Return
–
AUM
$329M
AUM Growth
+$33.6M
Cap. Flow
+$62.5M
Cap. Flow %
18.98%
Top 10 Hldgs %
100%
Holding
10
New
1
Increased
3
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NCNO icon
nCino
NCNO
+$24.4M
2
MDB icon
MongoDB
MDB
+$22M
3
RELY icon
Remitly
RELY
+$9.51M
4
NATL icon
NCR Atleos
NATL
+$6.51M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YEXT icon
1
Yext
YEXT
$497M
$78.8M 23.93%
12,792,078
– –
RELY icon
2
Remitly
RELY
$4.87B
$45.9M 13.95%
2,208,833
+414,733
+23% +$9.51M
NCNO icon
3
nCino
NCNO
$1.82B
$44.1M 13.38%
1,604,129
+772,457
+93% +$24.4M
APPN icon
4
Appian
APPN
$1.66B
$44M 13.37%
1,528,085
– –
TOST icon
5
Toast
TOST
$16.9B
$34.5M 10.47%
1,038,900
– –
ENFN
6
DELISTED
Enfusion, Inc.
ENFN
$26.9M 8.16%
2,409,967
– –
NATL icon
7
NCR Atleos
NATL
$3.53B
$19.5M 5.93%
740,495
+218,814
+42% +$6.51M
STNE icon
8
StoneCo
STNE
$2.76B
$19.4M 5.88%
1,846,391
– –
MDB icon
9
MongoDB
MDB
$24.5B
$15.9M 4.82%
+90,460
New +$22M
LIF
10
Life360
LIF
$4.22B
$339K 0.1%
8,834
– –

Similar funds

PWP
Parkwoods Wealth Partners Syracuse, New York $408M AUM 20.97% 1-Year Est. Return
OCP
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CIM
Coleford Investment Management Toronto, Ontario, Canada $408M AUM 25.62% 1-Year Est. Return
RCP
Rothschild Capital Partners New York $408M AUM 25.87% 1-Year Est. Return
DW
Dodds Wealth Greenwood Village, Colorado $407M AUM 9.43% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return
AEPWM
Atlantic Edge Private Wealth Management Jacksonville, Florida $407M AUM 21.47% 1-Year Est. Return
QCI
Quaker Capital Investments Mount Lebanon, Pennsylvania $409M AUM 61.78% 1-Year Est. Return

Lead Edge Capital Management's Q1 2025 Portfolio in Review

As of Q1 2025, Lead Edge Capital Management held 10 positions worth $329M, up 11% from $296M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Lead Edge Capital Management deployed $62.5M of net new capital in Q1 2025, opening 1 new position and adding to 3 existing holdings. Its largest new stake was MongoDB: 90,460 shares worth $15.9M.

By sector, the portfolio is most concentrated in Technology at 100% of assets, unchanged from a quarter earlier.

  • Lead Edge Capital Management's largest Q1 2025 buy was MongoDB: 90,460 shares worth $15.9M.
  • Lead Edge Capital Management added most to nCino in Q1 2025, an estimated $24.4M increase.
  • Lead Edge Capital Management's ten largest holdings make up 100% of its $329M portfolio in Q1 2025.
  • Lead Edge Capital Management opened 1 new position and closed 0 in Q1 2025.
  • Lead Edge Capital Management's portfolio value rose 11% quarter-over-quarter to $329M.

Based on Lead Edge Capital Management's 13F filing for Q1 2025, filed 15 May 2025.