Lead Edge Capital Management, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
12
Total value ($000)
$550,380
Net value change ($000)
+142,504 (34.9%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TOST 49,418 142.7%
NCNO 34,605 136.9%
APPF 30,902 93.1%
VEEV 20,247 53.8%
APPN 19,974 43.5%
YEXT 6,510 21.6%
PCOR 3,275 18.6%
RELY 1,126 1.9%
LIF 128 35.5%
Top Reduces (Value $000, Stocks/ETFs)
MDB -19,990 -47.9%
WDAY -3,614 -4.5%
EQPT -78 -3.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type