Lead Edge Capital Management, LLC
Venture Capital
Lead Edge Capital Management, LLC is a Venture Capital based in New York, NY led by Mitchell Howard Green, reporting $6.3B in AUM as of Q3 2025 with 100% Technology concentration, with only 8 positions, 29% allocation to YEXT, and 100% technology allocation.
FounderMitchell Howard Green
- Portfolio Value
- $378.5M
- Positions
- 8
- Top Holding
- YEXT at 28.8%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Lead Edge Capital Management, LLC's portfolio (100% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $109.0M | 28.80% | — | 10.38% 12.8M shares | |
Software - Infrastructure Technology | $58.5M | 15.46% | -$11.3M Sold | 0.23% 188.5K shares | |
Software - Infrastructure Technology | $55.4M | 14.63% | +$5.7M Bought | 2.45% 1.8M shares | |
Software - Application Technology | $43.5M | 11.49% | — | 1.39% 1.6M shares | |
Software - Infrastructure Technology | $43.0M | 11.35% | +$6.9M Bought | 1.28% 2.6M shares | |
Software - Application Technology | $35.1M | 9.27% | +$14.8M Bought | 0.67% 1.9M shares | |
Software - Application Technology | $33.2M | 8.76% | -$2.9M Sold | 1.15% 843.4K shares | |
Unknown Unknown | $939.1K | 0.25% | — | 0.01% 8.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Lead Edge Capital Management, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+72.73% | |
+19.29% | |
+11.47% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-16.16% | |
-8.03% |
Analytics
Portfolio insights and performance metrics for Lead Edge Capital Management, LLC
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