Lead Edge Capital Management, LLC - Q2 2021 holdings

$212 Million is the total value of Lead Edge Capital Management, LLC's 3 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .

 Value Shares↓ Weighting
DBX  DROPBOX INCcl a$59,000,000
+13.7%
1,946,5370.0%27.79%
-52.0%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-08-03
  • View 13F-HR/A filed 2022-02-25
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Instructure Holdings Inc.9Q3 202322.5%
ALIBABA GROUP HLDG LTD8Q4 202168.3%
STONECO LTD8Q3 202314.2%
NCR CORP NEW8Q3 202310.7%
YEXT INC7Q3 202339.9%
ELASTIC NV6Q2 202323.4%
WEAVE COMMUNICATIONS INC6Q1 20237.9%
TALEND S A5Q4 202051.5%
BIRD GLOBAL INC5Q1 20230.4%
TOAST INC4Q2 202277.6%

View Lead Edge Capital Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-15
13F-HR2024-02-14
13F-HR2023-11-14
SC 13G/A2023-08-16
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
SC 13D2022-10-04
13F-HR2022-08-15

View Lead Edge Capital Management, LLC's complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported has been amended

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