Lead Edge Capital Management, LLC
NEW YORK NY · SEC CIK 0001802797
$4.08亿2026Q1 申报市值
12持仓数
99.4%前十大占比 · 第一大 19.6%
6 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WDAY 新建仓+$7,998.78万
VEEV 新建仓+$3,766.31万
TOST 新建仓+$3,463.17万
APPF 新建仓+$3,318.32万
PCOR 新建仓+$1,764.57万
2026Q1 卖出最多 按季末市值估算
CLEARWATER ANALY 清仓-$4,694.83万
NATL 清仓-$2,928.43万
YEXT 减仓-$1,900.33万
RELY 减仓-$452.01万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WDAY | Workday Inc | $7,998.78万 | 19.61% | 615,670 | 615,670 | — | $7,998.78万 | 新建仓 |
| RELY | Remitly Global Inc | $5,910.65万 | 14.49% | 3,771,955 | -288,458 | -7.1% | -$452.01万 | 减仓 |
| APPN | Appian Corp | $4,594.48万 | 11.26% | 1,905,634 | 296,845 | 18.5% | $715.69万 | 加仓 |
| MDB | MongoDB Inc | $4,171.49万 | 10.23% | 170,425 | 42,370 | 33.1% | $1,037.09万 | 加仓 |
| VEEV | Veeva Sys Inc | $3,766.31万 | 9.23% | 214,409 | 214,409 | — | $3,766.31万 | 新建仓 |
| TOST | Toast Inc | $3,463.17万 | 8.49% | 1,306,362 | 1,306,362 | — | $3,463.17万 | 新建仓 |
| APPF | Appfolio Inc | $3,318.32万 | 8.14% | 210,260 | 210,260 | — | $3,318.32万 | 新建仓 |
| YEXT | Yext Inc | $3,011.83万 | 7.38% | 7,843,296 | -4,948,782 | -38.7% | -$1,900.33万 | 减仓 |
| NCNO | Ncino Inc | $2,527.84万 | 6.20% | 1,687,480 | 0 | 0.0% | — | 不变 |
| PCOR | Procore Technologies Inc | $1,764.57万 | 4.33% | 309,573 | 309,573 | — | $1,764.57万 | 新建仓 |
| EQPT | Equipmentshare Com Inc | $224.07万 | 0.55% | 110,000 | 110,000 | — | $224.07万 | 新建仓 |
| LIF | Life360 Inc | $36.06万 | 0.09% | 8,834 | 0 | 0.0% | — | 不变 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -1,946,446 | -100.0% | -$4,694.83万 | 清仓 |
| NATL | NCR ATLEOS CORPORATION | $0 | 0.00% | 0 | -768,415 | -100.0% | -$2,928.43万 | 清仓 |