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Hedge Funds Similar to Lead Edge ,

13F Portfolio OverlapQ1 2026Lead Edge , portfolio →
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Most similar hedge funds by 13F overlap

Lead Edge Capital Management, LLC is an institutional investor managing $408M across 12 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Lead Edge , are Meritage Group, Long Path Partners, Spyglass, with shared positions in $WDAY, $PCOR, $TOST, $NCNO, $VEEV, $MDB. The full ranking of 10 similar funds is below.

#1Meritage Group LPSmart money
Notable overlap · 3 shared positions
$WDAY$PCOR$TOST
$2.7B
13 positions
#2Long Path Partners LPActive
Notable overlap · 3 shared positions
$NCNO$PCOR$VEEV
$220M
9 positions
#3Spyglass Capital Management LLCActive
Notable overlap · 3 shared positions
$MDB$PCOR$NCNO
$1.3B
24 positions
#4Capital Impact Advisors, LLCPassive
Some overlap · 3 shared positions
$VEEV$TOST$MDB
$247M
30 positions
#5CYPRESS POINT INVESTMENT MANAGEMENT LPActive
Some overlap · 3 shared positions
$PCOR$MDB$NCNO
$424M
32 positions
#6BROWN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$VEEV$APPF$NCNO
$704M
56 positions
#7Alamar Capital Management, LLCPassive
Some overlap · 3 shared positions
$APPF$WDAY$MDB
$164M
84 positions
#8PEREGRINE CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PCOR$VEEV$WDAY
$2.7B
290 positions
#9Taylor Frigon Capital Management LLCPassive
Some overlap · 3 shared positions
$PCOR$MDB$TOST
$176M
93 positions
#10DF DENT & CO INCPassive
Some overlap · 3 shared positions
$VEEV$APPF$PCOR
$5.2B
262 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.