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Hedge Funds Similar to Lead Edge

13F Portfolio OverlapQ2 2026Lead Edge portfolio →
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Most similar hedge funds by 13F overlap

Lead Edge Capital Management, LLC is an institutional investor managing $550M across 12 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Lead Edge are HMI, Keenan, Long Path Partners, with shared positions in $TOST, $NCNO, $APPF, $WDAY, $VEEV, $PCOR. The full ranking of 11 similar funds is below.

#1HMI Capital, LLCActive
Substantial overlap · 3 shared positions
$TOST$NCNO$APPF
$712M
14 positions
#2Keenan Capital, LLCActive
Substantial overlap · 3 shared positions
$APPF$TOST$WDAY
$506M
11 positions
#3Long Path Partners LPActive
Notable overlap · 3 shared positions
$NCNO$VEEV$PCOR
$235M
10 positions
#4Capital Impact Advisors, LLCActive
Notable overlap · 3 shared positions
$VEEV$MDB$TOST
$1.8B
29 positions
#5CYPRESS POINT INVESTMENT MANAGEMENT LPActive
Notable overlap · 4 shared positions
$PCOR$MDB$NCNO$VEEV
$552M
33 positions
#6BROWN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$VEEV$APPF$NCNO
$500M
54 positions
#7Alamar Capital Management, LLCActive
Some overlap · 3 shared positions
$APPF$WDAY$MDB
$198M
88 positions
#8Ardmore Road Asset Management LPPassive
Some overlap · 3 shared positions
$PCOR$MDB$WDAY
$1.7B
70 positions
#9SYCOMORE ASSET MANAGEMENTActive
Some overlap · 3 shared positions
$MDB$WDAY$PCOR
$932M
72 positions
#10PEREGRINE CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$VEEV$PCOR$WDAY
$3.1B
282 positions
#11CHANNEL WEALTH LLCPassive
Slight overlap · 3 shared positions
$VEEV$APPF$RELY
$446M
188 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.