Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Toast Inc.CL A | CL A | $84.1M | 15.3% |
| Workday Inc.CL A | CL A | $76.4M | 13.9% |
| Appian Corp.CL A | CL A | $65.9M | 12.0% |
| Appfolio Inc.COM CL A | COM CL A | $64.1M | 11.6% |
| Remitly Global Inc.COM | COM | $60.2M | 10.9% |
| Ncino Inc.COM | COM | $59.9M | 10.9% |
| Veeva Sys Inc.CL A COM | CL A COM | $57.9M | 10.5% |
| Yext Inc.COM | COM | $36.6M | 6.7% |
| Mongodb Inc.CL A | CL A | $21.7M | 3.9% |
| Procore Technologies Inc.COM | COM | $20.9M | 3.8% |
| Equipmentshare Com Inc.COM CL A | COM CL A | $2.16M | 0.4% |
| Life360 Inc.COM | COM | $489K | 0.1% |
- Class
- CL A
- Share
- 15.3%
- Class
- CL A
- Share
- 13.9%
- Class
- CL A
- Share
- 12.0%
- Class
- COM CL A
- Share
- 11.6%
- Class
- COM
- Share
- 10.9%
- Class
- COM
- Share
- 10.9%
- Class
- CL A COM
- Share
- 10.5%
- Class
- COM
- Share
- 6.7%
- Class
- CL A
- Share
- 3.9%
- Class
- COM
- Share
- 3.8%
- Class
- COM CL A
- Share
- 0.4%
- Class
- COM
- Share
- 0.1%
The share class is shown on a wider screen.
The 12 largest of 12 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1802797
- File number
- 028-20140
- Options
- 0 call, 0 put
- In the 25 largest
- 100.0%
- Prior quarter
- $408M at 31 March 2026
- Positions opened
- 0
- Positions closed
- 0
Common questions
What are Lead Edge Capital Management’s 13F holdings worth?
$550 million across 12 positions for the quarter ended 30 June 2026.
What is Lead Edge Capital Management’s largest 13F holding?
TOAST INC (CL A) was the largest position at $84.1 million, or 15.3% of reported 13F value, as of 30 June 2026.
How concentrated is Lead Edge Capital Management’s 13F portfolio?
The ten largest positions accounted for 99.5% of reported value and the twenty-five largest for 100.0%, across 12 positions as of 30 June 2026.
Does Form 13F show everything Lead Edge Capital Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Lead Edge Capital Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.