Lead Edge Capital Management, LLC Diversified Active

CIK: 0001802797 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $361,228 (100.0% shares, 0.0% debt)

Holdings (9)

YEXT YEXT INC 30.1%

Value ($000) $108,733 Shares 12,792,078 Est. Cost $6.51 Unrealized +7.8%

APPN APPIAN CORP 13.4%

Value ($000) $48,516 Shares 1,624,797 Est. Cost $32.72 Unrealized -8.2%

MDB MONGODB INC 13.1%

Value ($000) $47,218 Shares 224,859 Est. Cost $208.52 Unrealized -11.3%

NCNO NCINO INC 12.4%

Value ($000) $44,867 Shares 1,604,129 Est. Cost $32.22 Unrealized -22.5%

RELY REMITLY GLOBAL INC 11.5%

Value ($000) $41,460 Shares 2,208,833 Est. Cost $16.92 Unrealized +22.9%

NATL NCR ATLEOS CORPORATION 7.2%

Value ($000) $26,163 Shares 917,028 Est. Cost $25.31 Unrealized +6.6%

CWAN CLEARWATER ANALYTICS HLDGS I 6.8%

Value ($000) $24,713 Shares 1,126,900 Est. Cost $23.01 Unrealized 0.0%

STNE STONECO LTD 5.3%

Value ($000) $18,982 Shares 1,183,391 Est. Cost $15.55 Unrealized —

LIF LIFE360 INC 0.2%

Value ($000) $576 Shares 8,834 Est. Cost $29.83 Unrealized +72.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
YEXT	YEXT INC	12,792,078	$108,733	30.1%	$6.51	+7.8%	COM	98585N106
APPN	APPIAN CORP	1,624,797	$48,516	13.4%	$32.72	-8.2%	CL A	03782L101
MDB	MONGODB INC	224,859	$47,218	13.1%	$208.52	-11.3%	CL A	60937P106
NCNO	NCINO INC	1,604,129	$44,867	12.4%	$32.22	-22.5%	COM	63947X101
RELY	REMITLY GLOBAL INC	2,208,833	$41,460	11.5%	$16.92	+22.9%	COM	75960P104
NATL	NCR ATLEOS CORPORATION	917,028	$26,163	7.2%	$25.31	+6.6%	COM SHS	63001N106
CWAN	CLEARWATER ANALYTICS HLDGS I	1,126,900	$24,713	6.8%	$23.01	0.0%	CL A	185123106
STNE	STONECO LTD	1,183,391	$18,982	5.3%	$15.55	—	COM CL A	G85158106
LIF	LIFE360 INC	8,834	$576	0.2%	$29.83	+72.3%	COM	532206109