Fund Universe

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☆Lead Edge Capital Management, LLC

CIK 0001802797 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.811
AUM ($M)
550
Positions
12
Turnover
0.17
Top-10 wt
100%
Herfindahl
0.113
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 12 positions · portfolio value $550M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆TOST funds › TOAST INC ADD — 15.3% +6.8% 84.1 3,021,216 +1,714,854 2 —
☆WDAY funds › WORKDAY INC ADD — 13.9% -5.7% 76.4 623,867 +8,197 2 —
☆APPN funds › APPIAN CORP ADD — 12.0% +0.7% 65.9 2,878,544 +972,910 5 —
☆APPF funds › APPFOLIO INC ADD — 11.6% +3.5% 64.1 399,656 +189,396 2 —
☆RELY funds › REMITLY GLOBAL INC TRIM — 10.9% -3.5% 60.2 2,687,772 -1,084,183 5 —
☆NCNO funds › NCINO INC ADD — 10.9% +4.7% 59.9 3,662,570 +1,975,090 5 —
☆VEEV funds › VEEVA SYS INC ADD — 10.5% +1.3% 57.9 326,306 +111,897 2 —
☆YEXT funds › YEXT INC HOLD — 6.7% -0.7% 36.6 7,843,296 +0 5 —
☆MDB funds › MONGODB INC TRIM — 3.9% -6.3% 21.7 64,678 -105,747 5 —
☆PCOR funds › PROCORE TECHNOLOGIES INC ADD — 3.8% -0.5% 20.9 515,051 +205,478 2 —
☆EQPT funds › EQUIPMENTSHARE COM INC HOLD — 0.4% -0.2% 2.2 110,000 +0 2 —
☆LIF funds › LIFE360 INC HOLD — 0.1% +0.0% 0.5 8,834 +0 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 550 12 0.17 100% 0.113 0.811 — in
2026Q1 408 12 0.50 99% 0.116 0.189 — in
2025Q4 390 8 0.06 100% 0.163 0.885 — in
2025Q3 378 8 0.08 100% 0.171 0.868 — in
2025Q2 361 9 0.23 100% 0.167 0.680 — entered
2025Q1 329 10 0.00 100% 0.139 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status