Lead Edge Capital Management, LLC

CIK 0001802797 · Q1 2026

13F Equity AUM

$407.9M

+4.6% QoQ

Positions

+4 QoQ

AUM Rank

#4,897

Top 39%

Skill Alpha (FF)

+17.7%/yr^ns

No Clear Edge

Rank #123 · Top 2%

vs S&P -4.9%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 64.8%Top 10: 99.4%Top 20: 100.0%

WDAY19.6%

RELY14.5%

APPN11.3%

MDB10.2%

VEEV9.2%

TOST8.5%

APPF8.1%

YEXT7.4%

NCNO6.2%

PCOR4.3%

Others (2)0.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology90.2%

Healthcare9.2%

Other0.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 12Median: 8.31%Avg: 8.33%

0–0.5%

1(0.1%)

0.5–1%

1(0.6%)

1–3%

0(0.0%)

3–5%

1(4.3%)

5%+

9(95.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 12Unique: 0vs 20 funds

0.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

0.3%

VANGUARD CAPITAL MANAGEMENT LLC

0.4%

STATE STREET CORP

0.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.4%

FMR LLC

0.4%

MORGAN STANLEY

0.2%

GEODE CAPITAL MANAGEMENT, LLC

0.3%

JPMORGAN CHASE & CO

0.2%

BANK OF AMERICA CORP /DE/

0.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New6Increased2Decreased2Exited2

New Positions

WDAY19.6%

+616K

VEEV9.2%

+214K

TOST8.5%

+1.3M

APPF8.1%

+210K

PCOR4.3%

+310K

Equipmentshare Com I…0.6%

+110K

Increased

APPN11.3%

+297K(+18%)

MDB10.2%

+42K(+33%)

Decreased

YEXT7.4%

-4,948,782(-39%)

RELY14.5%

-288,458(-7%)

Exited

CWAN

-1,946,446

NATL

-768,415

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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