We are live on ! Find out more
LECM

Lead Edge Capital Management Portfolio holdings

AUM $408M
1-Year Est. Return 4.05%
This Fund
S&P 500
This Quarter Est. Return
+15.85%
1 Year Est. Return
-4.05%
3 Year Est. Return
+26.75%
5 Year Est. Return
-20.65%
10 Year Est. Return
–
AUM
$361M
AUM Growth
+$32M
Cap. Flow
-$11.7M
Cap. Flow %
-3.25%
Top 10 Hldgs %
100%
Holding
11
New
1
Increased
3
Reduced
1
Closed
2

Top Buys

Rank Stock Value
1
CWAN
Clearwater Analytics
CWAN
+$25.9M
2
MDB icon
MongoDB
MDB
+$24.8M
3
NATL icon
NCR Atleos
NATL
+$4.76M
4
APPN icon
Appian
APPN
+$2.9M

Top Sells

Rank Stock Value
1
TOST icon
Toast
TOST
+$34.5M
2
ENFN
Enfusion, Inc.
ENFN
+$26.9M
3
STNE icon
StoneCo
STNE
+$8.85M

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
$546M
$109M 30.1%
12,792,078
– –
APPN icon
2
Appian
APPN
$1.91B
$48.5M 13.43%
1,624,797
+96,712
+6% +$2.9M
MDB icon
3
MongoDB
MDB
$26B
$47.2M 13.07%
224,859
+134,399
+149% +$24.8M
NCNO icon
4
nCino
NCNO
$1.96B
$44.9M 12.42%
1,604,129
– –
RELY icon
5
Remitly
RELY
$5.02B
$41.5M 11.48%
2,208,833
– –
NATL icon
6
NCR Atleos
NATL
$3.48B
$26.2M 7.24%
917,028
+176,533
+24% +$4.76M
CWAN
7
DELISTED
Clearwater Analytics
CWAN
$24.7M 6.84%
+1,126,900
New +$25.9M
STNE icon
8
StoneCo
STNE
$2.7B
$19M 5.25%
1,183,391
-663,000
-36% -$8.85M
LIF
9
Life360
LIF
$4.37B
$576K 0.16%
8,834
– –
TOST icon
10
Toast
TOST
$17.9B
– –
-1,038,900
Closed -$34.5M
ENFN
11
DELISTED
Enfusion, Inc.
ENFN
– –
-2,409,967
Closed -$26.9M

Similar funds

PWP
Parkwoods Wealth Partners Syracuse, New York $408M AUM 20.97% 1-Year Est. Return
OCP
OCO Capital Partners New York $408M AUM 141.9% 1-Year Est. Return
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
MCM
Monarch Capital Management Fort Wayne, Indiana $409M AUM 17.6% 1-Year Est. Return
AEPWM
Atlantic Edge Private Wealth Management Jacksonville, Florida $407M AUM 21.47% 1-Year Est. Return

Lead Edge Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Lead Edge Capital Management held 11 positions worth $361M, up 9.7% from $329M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Lead Edge Capital Management withdrew a net $11.7M in Q2 2025, closing 2 positions and reducing 1 holding. Its most notable exit was Toast, an estimated $34.5M position sold in full.

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

Against the trend, Lead Edge Capital Management opened a new position in Clearwater Analytics worth $24.7M.

  • Lead Edge Capital Management's largest Q2 2025 buy was Clearwater Analytics: 1,126,900 shares worth $24.7M.
  • Lead Edge Capital Management added most to MongoDB in Q2 2025, an estimated $24.8M increase.
  • Lead Edge Capital Management's biggest Q2 2025 reduction was StoneCo, cutting an estimated $8.85M.
  • Lead Edge Capital Management fully exited Toast in Q2 2025, selling an estimated $34.5M.
  • Lead Edge Capital Management's ten largest holdings make up 100% of its $361M portfolio in Q2 2025.
  • Lead Edge Capital Management opened 1 new position and closed 2 in Q2 2025.
  • Lead Edge Capital Management's portfolio value rose 9.7% quarter-over-quarter to $361M.

Based on Lead Edge Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.