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
+7.77%
1 Year Est. Return
-4.05%
3 Year Est. Return
+26.75%
5 Year Est. Return
-20.65%
10 Year Est. Return
–
AUM
$378M
AUM Growth
+$17.2M
Cap. Flow
-$1.02M
Cap. Flow %
-0.27%
Top 10 Hldgs %
100%
Holding
9
New
–
Increased
3
Reduced
2
Closed
1

Top Buys

Rank Stock Value
1
CWAN
Clearwater Analytics
CWAN
+$16.6M
2
RELY icon
Remitly
RELY
+$7.65M
3
APPN icon
Appian
APPN
+$5.6M

Top Sells

Rank Stock Value
1
STNE icon
StoneCo
STNE
+$19M
2
MDB icon
MongoDB
MDB
+$9.34M
3
NATL icon
NCR Atleos
NATL
+$2.56M

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 28.8%
12,792,078
– –
MDB icon
2
MongoDB
MDB
$26B
$58.5M 15.46%
188,524
-36,335
-16% -$9.34M
APPN icon
3
Appian
APPN
$1.91B
$55.4M 14.63%
1,811,151
+186,354
+11% +$5.6M
NCNO icon
4
nCino
NCNO
$1.96B
$43.5M 11.49%
1,604,129
– –
RELY icon
5
Remitly
RELY
$5.02B
$43M 11.35%
2,634,993
+426,160
+19% +$7.65M
CWAN
6
DELISTED
Clearwater Analytics
CWAN
$35.1M 9.27%
1,946,446
+819,546
+73% +$16.6M
NATL icon
7
NCR Atleos
NATL
$3.48B
$33.2M 8.76%
843,362
-73,666
-8% -$2.56M
LIF
8
Life360
LIF
$4.37B
$939K 0.25%
8,834
– –
STNE icon
9
StoneCo
STNE
$2.7B
– –
-1,183,391
Closed -$19M

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 Q3 2025 Portfolio in Review

As of Q3 2025, Lead Edge Capital Management held 9 positions worth $378M, up 4.8% from $361M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Lead Edge Capital Management's Q3 2025 filing shows 3 increased, 2 reduced and 1 closed positions. The largest sale was StoneCo, an estimated $19M.

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

  • Lead Edge Capital Management added most to Clearwater Analytics in Q3 2025, an estimated $16.6M increase.
  • Lead Edge Capital Management's biggest Q3 2025 reduction was MongoDB, cutting an estimated $9.34M.
  • Lead Edge Capital Management fully exited StoneCo in Q3 2025, selling an estimated $19M.
  • Lead Edge Capital Management's ten largest holdings make up 100% of its $378M portfolio in Q3 2025.
  • Lead Edge Capital Management opened 0 new positions and closed 1 in Q3 2025.
  • Lead Edge Capital Management's portfolio value rose 4.8% quarter-over-quarter to $378M.

Based on Lead Edge Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.