$89.6 Million is the total value of Lead Edge Capital Management, LLC's 3 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 150.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DBX | DROPBOX INCcl a | $51,895,000 | +20.1% | 1,946,537 | 0.0% | 57.94% | +8.1% | |
BMBL | New | BUMBLE INC | $30,811,000 | – | 493,928 | +100.0% | 34.40% | – |
BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $6,859,000 | – | 43,771 | +100.0% | 7.66% | – |
TLND | Exit | TALEND S Aads | $0 | – | -974,841 | -100.0% | -46.39% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-17
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.