Lead Edge Capital Management, LLC

Fundamental concentrated ★Highest signal technology specialist (85%) CIK 1802797
League rank
#372
in Fundamental concentrated · #892 overall
Long book
$407.9M
Q1 2026
Positions
12
Top-10 weight
99%
concentration
Last quarter
+17.6%
SPY +14.8%
Turnover
57%
of book per quarter

Strategy in plain words

auto-generated from filings

Lead Edge Capital Management, LLC is a concentrated fundamental stock-picker, specialised in technology (85% of the long book), running a $407.9M US long book across 12 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: WORKDAY INC-CLASS A, REMITLY GLOBAL INC, APPIAN CORP-A, MONGODB INC, VEEVA SYSTEMS INC-CLASS A.

Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 6 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-2.4%
Q2 2024
+15.3%
Q3 2024
+7.7%
Q4 2024
-7.4%
Q1 2025
+18.1%
Q2 2025
+9.2%
Q3 2025
+3.8%
Q4 2025
-29.4%
Q1 2026
+17.6%

Sector allocation

Technology
85%
Services media
15%

Long book by quarter

$325.3M
Q1 2024
$313.3M
Q2 2024
$345.4M
Q3 2024
$295.6M
Q4 2024
$329.3M
Q1 2025
$361.2M
Q2 2025
$378.5M
Q3 2025
$389.9M
Q4 2025
$407.9M
Q1 2026

What does Lead Edge own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
WDAY WORKDAY INC-CLASS ATechnology615.7K$80.0M19.6%New
RELY REMITLY GLOBAL INCServices media3.8M$59.1M14.5%-7.1%
APPN APPIAN CORP-ATechnology1.9M$45.9M11.3%+18.5%
MDB MONGODB INCTechnology170.4K$41.7M10.2%+33.1%
VEEV VEEVA SYSTEMS INC-CLASS ATechnology214.4K$37.7M9.2%New
TOST TOAST INC-CLASS ATechnology1.3M$34.6M8.5%New
APPF APPFOLIO INC - ATechnology210.3K$33.2M8.1%New
YEXT YEXT INCTechnology7.8M$30.1M7.4%-38.7%
NCNO NCINO INCTechnology1.7M$25.3M6.2%Held
PCOR PROCORE TECHNOLOGIES INCTechnology309.6K$17.6M4.3%New
EQPT EQUIPMENTSHARE.COM INC-AServices media110.0K$2.2M0.5%New
LIF LIFE360 INCTechnology8.8K$361K0.1%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202612$407.9M canonicalSEC ↗
Q4 202513F-HRFeb 17, 20268$389.9M canonicalSEC ↗
Q3 202513F-HRNov 14, 20258$378.5M canonicalSEC ↗
Q2 202513F-HRAug 14, 20259$361.2M canonicalSEC ↗
Q1 202513F-HRMay 15, 202510$329.3M canonicalSEC ↗
Q4 202413F-HRFeb 14, 20259$295.6M canonicalSEC ↗
Q3 202413F-HRNov 14, 202410$345.4M canonicalSEC ↗
Q2 202413F-HRAug 14, 202410$313.3M canonicalSEC ↗
Q1 202413F-HRMay 15, 202410$325.3M canonicalSEC ↗