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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
+6.73%
1 Year Est. Return
-4.05%
3 Year Est. Return
+26.75%
5 Year Est. Return
-20.65%
10 Year Est. Return
–
AUM
$390M
AUM Growth
+$11.5M
Cap. Flow
-$9.2M
Cap. Flow %
-2.36%
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
2
Reduced
3
Closed
–

Top Buys

Rank Stock Value
1
RELY icon
Remitly
RELY
+$20.7M
2
NCNO icon
nCino
NCNO
+$2.12M

Top Sells

Rank Stock Value
1
MDB icon
MongoDB
MDB
+$22M
2
APPN icon
Appian
APPN
+$7.21M
3
NATL icon
NCR Atleos
NATL
+$2.81M

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
$103M 26.44%
12,792,078
– –
APPN icon
2
Appian
APPN
$1.91B
$57M 14.61%
1,608,789
-202,362
-11% -$7.21M
RELY icon
3
Remitly
RELY
$5.02B
$56M 14.37%
4,060,413
+1,425,420
+54% +$20.7M
MDB icon
4
MongoDB
MDB
$26B
$53.7M 13.78%
128,055
-60,469
-32% -$22M
CWAN
5
DELISTED
Clearwater Analytics
CWAN
$46.9M 12.04%
1,946,446
– –
NCNO icon
6
nCino
NCNO
$1.96B
$43.3M 11.1%
1,687,480
+83,351
+5% +$2.12M
NATL icon
7
NCR Atleos
NATL
$3.48B
$29.3M 7.51%
768,415
-74,947
-9% -$2.81M
LIF
8
Life360
LIF
$4.37B
$567K 0.15%
8,834
– –

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CIM
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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
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MCM
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AEPWM
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Lead Edge Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Lead Edge Capital Management held 8 positions worth $390M, up 3% from $378M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 0%. Lead Edge Capital Management opened no new positions and made no exits, leaving the 8-position portfolio largely intact.

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 Remitly in Q4 2025, an estimated $20.7M increase.
  • Lead Edge Capital Management's biggest Q4 2025 reduction was MongoDB, cutting an estimated $22M.
  • Lead Edge Capital Management's ten largest holdings make up 100% of its $390M portfolio in Q4 2025.
  • Lead Edge Capital Management opened 0 new positions and closed 0 in Q4 2025.
  • Lead Edge Capital Management's portfolio value rose 3% quarter-over-quarter to $390M.

Based on Lead Edge Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.