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Lead Edge Capital Management, LLC - Portfolio Stock Holdings

Lead Edge Capital Management, LLC disclosed 12 stock positions in a recent SEC 13F filing. $550,379,595 of stock holdings were filed, with the largest holdings including TOST, WDAY, and APPN. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $6,766,485,175 and has 68 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

12

Est. Stock Holding Value:

$550,379,595

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Lead Edge Capital Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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