$80.6 Million is the total value of Lead Edge Capital Management, LLC's 2 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 81.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DBX | Buy | DROPBOX INCcl a | $43,193,000 | +159.2% | 1,946,537 | +125.0% | 53.61% | +436.9% |
| TLND | TALEND S Aads | $37,375,000 | -1.8% | 974,841 | 0.0% | 46.39% | +103.5% | |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -7,215 | -100.0% | -0.16% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -2,534 | -100.0% | -0.51% | – |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -5,000 | -100.0% | -0.75% | – |
| DCT | Exit | DUCK CREEK TECHNOLOGIES INC | $0 | – | -30,000 | -100.0% | -0.82% | – |
| SUMO | Exit | SUMO LOGIC INC | $0 | – | -65,000 | -100.0% | -0.85% | – |
| FROG | Exit | JFROG LTD | $0 | – | -20,000 | -100.0% | -1.01% | – |
| BSY | Exit | BENTLEY SYS INC | $0 | – | -125,000 | -100.0% | -2.35% | – |
| SAIL | Exit | SAILPOINT TECHNLGIES HLDGS I | $0 | – | -796,822 | -100.0% | -18.89% | – |
| ASAN | Exit | ASANA INCcl a | $0 | – | -2,427,048 | -100.0% | -41.88% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Instructure Holdings Inc. | 9 | Q3 2023 | 22.5% |
| ALIBABA GROUP HLDG LTD | 8 | Q4 2021 | 68.3% |
| STONECO LTD | 8 | Q3 2023 | 14.2% |
| NCR CORP NEW | 8 | Q3 2023 | 10.7% |
| YEXT INC | 7 | Q3 2023 | 39.9% |
| ELASTIC NV | 6 | Q2 2023 | 23.4% |
| WEAVE COMMUNICATIONS INC | 6 | Q1 2023 | 7.9% |
| TALEND S A | 5 | Q4 2020 | 51.5% |
| BIRD GLOBAL INC | 5 | Q1 2023 | 0.4% |
| TOAST INC | 4 | Q2 2022 | 77.6% |
View Lead Edge Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| SC 13G/A | 2023-08-16 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| SC 13D | 2022-10-04 |
| 13F-HR | 2022-08-15 |
| SC 13G/A | 2022-08-04 |
View Lead Edge Capital Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.