Lead Edge Capital Management, LLC

**Lead Edge Capital Management, LLC** manages $390M across a concentrated portfolio of 8 positions. The fund exhibits significant conviction in technology and growth names, with YEXT representing the largest holding at $103.1M. Further top allocations include APPN ($57.0M), RELY ($56.0M), and MDB ($53.7M). This structure suggests a focused, high-conviction approach targeting outsized returns within select sectors.

📌 Top Holdings