Lead Edge Capital Management, LLC
NEW YORK NY · SEC CIK 0001802797
$5.50亿2026Q2 申报市值
12持仓数
99.5%前十大占比 · 第一大 15.3%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TOST 加仓+$4,770.72万
NCNO 加仓+$3,229.27万
APPF 加仓+$3,036.96万
APPN 加仓+$2,227.96万
VEEV 加仓+$1,985.84万
2026Q2 卖出最多 按季末市值估算
MDB 减仓-$3,552.04万
RELY 减仓-$2,429.65万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| TOST | TOAST INC | $8,405.02万 | 15.27% | 3,021,216 | 1,714,854 | 131.3% | $4,770.72万 | 加仓 |
| WDAY | WORKDAY INC | $7,637.38万 | 13.88% | 623,867 | 8,197 | 1.3% | $100.35万 | 加仓 |
| APPN | APPIAN CORP | $6,591.87万 | 11.98% | 2,878,544 | 972,910 | 51.1% | $2,227.96万 | 加仓 |
| APPF | APPFOLIO INC | $6,408.48万 | 11.64% | 399,656 | 189,396 | 90.1% | $3,036.96万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $6,023.30万 | 10.94% | 2,687,772 | -1,084,183 | -28.7% | -$2,429.65万 | 减仓 |
| NCNO | NCINO INC | $5,988.30万 | 10.88% | 3,662,570 | 1,975,090 | 117.0% | $3,229.27万 | 加仓 |
| VEEV | VEEVA SYS INC | $5,790.95万 | 10.52% | 326,306 | 111,897 | 52.2% | $1,985.84万 | 加仓 |
| YEXT | YEXT INC | $3,662.82万 | 6.66% | 7,843,296 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $2,172.53万 | 3.95% | 64,678 | -105,747 | -62.0% | -$3,552.04万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $2,092.14万 | 3.80% | 515,051 | 205,478 | 66.4% | $834.65万 | 加仓 |
| EQPT | EQUIPMENTSHARE COM INC | $216.26万 | 0.39% | 110,000 | 0 | 0.0% | — | 不变 |
| LIF | LIFE360 INC | $48.91万 | 0.09% | 8,834 | 0 | 0.0% | — | 不变 |