Lead Edge Capital Management, LLC - Q12026 Holdings

Lead Edge Capital Management, LLC holds 12 stocks with a total portfolio value of $ 407.88M as of Q12026. In Q12026, Lead Edge Capital Management, LLC added 6 new positions, increased stakes in 2 stocks, reduced 2 holdings, and fully exited 2 positions. The largest holding is Workday Inc (WDAY), representing 19.61% of the total portfolio.