Lead Edge Capital Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$361.2B
Holdings
9
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | YEXTYEXT INC | 12,792,078 | $108.7B | 30.10% | |
| 2 | APPNAPPIAN CORP | 1,624,797 | $48.5B | 13.43% | |
| 3 | MDBMONGODB INC | 224,859 | $47.2B | 13.07% | |
| 4 | NCNONCINO INC | 1,604,129 | $44.9B | 12.42% | |
| 5 | RELYREMITLY GLOBAL INC | 2,208,833 | $41.5B | 11.48% | |
| 6 | NATLNCR ATLEOS CORPORATION | 917,028 | $26.2B | 7.24% | |
| 7 | CWANCLEARWATER ANALYTICS HLDGS I | 1,126,900 | $24.7B | 6.84% | |
| 8 | STNESTONECO LTD | 1,183,391 | $19.0B | 5.25% | |
| 9 | LIFLIFE360 INC | 8,834 | $576.4M | 0.16% |