Lead Edge Capital Management, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$329.3B
Holdings
10
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | YEXTYEXT INC | 12,792,078 | $78.8B | 23.93% | |
| 2 | RELYREMITLY GLOBAL INC | 2,208,833 | $45.9B | 13.95% | |
| 3 | NCNONCINO INC | 1,604,129 | $44.1B | 13.38% | |
| 4 | APPNAPPIAN CORP | 1,528,085 | $44.0B | 13.37% | |
| 5 | TOSTTOAST INC | 1,038,900 | $34.5B | 10.47% | |
| 6 | ENFNENFUSION INC | 2,409,967 | $26.9B | 8.16% | |
| 7 | NATLNCR ATLEOS CORPORATION | 740,495 | $19.5B | 5.93% | |
| 8 | STNESTONECO LTD | 1,846,391 | $19.4B | 5.88% | |
| 9 | MDBMONGODB INC | 90,460 | $15.9B | 4.82% | |
| 10 | LIFLIFE360 INC | 8,834 | $339.1M | 0.10% |