Lead Edge Capital Management, LLC Diversified Active

CIK: 0001802797 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $329,254 (100.0% shares, 0.0% debt)

Holdings (10)

YEXT YEXT INC 23.9%

Value ($000) $78,799 Shares 12,792,078 Est. Cost $6.51 Unrealized -0.6%

RELY REMITLY GLOBAL INC 14.0%

Value ($000) $45,944 Shares 2,208,833 Est. Cost $16.92 Unrealized +35.5%

NCNO NCINO INC 13.4%

Value ($000) $44,065 Shares 1,604,129 Est. Cost $32.22 Unrealized -1.8%

APPN APPIAN CORP 13.4%

Value ($000) $44,024 Shares 1,528,085 Est. Cost $32.89 Unrealized -0.5%

TOST TOAST INC 10.5%

Value ($000) $34,460 Shares 1,038,900 Est. Cost $16.40 Unrealized +128.3%

— ENFUSION INC 8.2%

Value ($000) $26,871 Shares 2,409,967 Est. Cost $9.05 Unrealized —

NATL NCR ATLEOS CORPORATION 5.9%

Value ($000) $19,534 Shares 740,495 Est. Cost $24.92 Unrealized +19.3%

STNE STONECO LTD 5.9%

Value ($000) $19,350 Shares 1,846,391 Est. Cost $15.55 Unrealized —

MDB MONGODB INC 4.8%

Value ($000) $15,867 Shares 90,460 Est. Cost $243.68 Unrealized 0.0%

LIF LIFE360 INC 0.1%

Value ($000) $339 Shares 8,834 Est. Cost $29.83 Unrealized +44.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
YEXT	YEXT INC	12,792,078	$78,799	23.9%	$6.51	-0.6%	COM	98585N106
RELY	REMITLY GLOBAL INC	2,208,833	$45,944	14.0%	$16.92	+35.5%	COM	75960P104
NCNO	NCINO INC	1,604,129	$44,065	13.4%	$32.22	-1.8%	COM	63947X101
APPN	APPIAN CORP	1,528,085	$44,024	13.4%	$32.89	-0.5%	CL A	03782L101
TOST	TOAST INC	1,038,900	$34,460	10.5%	$16.40	+128.3%	CL A	888787108
—	ENFUSION INC	2,409,967	$26,871	8.2%	$9.05	—	CL A	292812104
NATL	NCR ATLEOS CORPORATION	740,495	$19,534	5.9%	$24.92	+19.3%	COM SHS	63001N106
STNE	STONECO LTD	1,846,391	$19,350	5.9%	$15.55	—	COM CL A	G85158106
MDB	MONGODB INC	90,460	$15,867	4.8%	$243.68	0.0%	CL A	60937P106
LIF	LIFE360 INC	8,834	$339	0.1%	$29.83	+44.6%	COM	532206109