Lead Edge Capital Management, LLC Portfolio Holdings
Q3 2025•8 long positions•$378.5M portfolio value
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Holding9 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $109.0M 28.8% | — | 10.38% 12.8M shares | — | — | $1.0B Small Cap | Q1 2022 Held for 3y 8m | |
Software - Infrastructure Technology | $58.5M 15.46% | -$11.3M Sold | 0.232% 188.5K shares | 224.9K → 188.5K −$11.3M | -16.16% | $25.3B Large Cap | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $55.4M 14.63% | +$5.7M Bought | 2.45% 1.8M shares | 1.6M → 1.8M +$5.7M | +11.47% | $2.3B Mid Cap | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $43.5M 11.49% | — | 1.39% 1.6M shares | — | — | $3.1B Mid Cap | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $43.0M 11.35% | +$6.9M Bought | 1.28% 2.6M shares | 2.2M → 2.6M +$6.9M | +19.29% | $3.4B Mid Cap | Q3 2024 Held for 1y 2m | |
Software - Application Technology | $35.1M 9.27% | +$14.8M Bought | 0.666% 1.9M shares | 1.1M → 1.9M +$14.8M | +72.73% | $5.3B Mid Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | $33.2M 8.76% | -$2.9M Sold | 1.15% 843.4K shares | 917.0K → 843.4K −$2.9M | -8.03% | $2.9B Mid Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $939.1K 0.248% | — | 0.011% 8.8K shares | — | — | $8.2B Mid Cap | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | - — | -$19.0M Sold | — - shares | 1.2M → 0 −$19.0M | Sold | $4.3B Mid Cap | Q4 2021 Held for 3y 11m |
