$360 Million is the total value of Lead Edge Capital Management, LLC's 9 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TOAST INCcl a | $100,402,000 | -40.5% | 7,759,021 | 0.0% | 27.86% | -24.5% | ||
| Buy | INSTRUCTURE HLDGS INC | $55,091,000 | +18.5% | 2,426,909 | +4.8% | 15.29% | +50.3% | |
| ESTC | Buy | ELASTIC N V | $53,758,000 | +48.9% | 794,411 | +95.7% | 14.92% | +88.8% |
| YEXT | Buy | YEXT INC | $42,668,000 | -11.2% | 8,926,281 | +28.0% | 11.84% | +12.6% |
| EVBG | EVERBRIDGE INC | $34,994,000 | -36.1% | 1,254,700 | 0.0% | 9.71% | -19.0% | |
| NCR | NCR CORP NEW | $34,884,000 | -22.6% | 1,121,322 | 0.0% | 9.68% | -1.9% | |
| STNE | Buy | STONECO LTD | $27,556,000 | -25.2% | 3,578,754 | +13.6% | 7.65% | -5.2% |
| WEAVE COMMUNICATIONS INC | $10,642,000 | -43.7% | 3,500,634 | 0.0% | 2.95% | -28.6% | ||
| BIRD GLOBAL INC | $363,000 | -82.2% | 833,500 | 0.0% | 0.10% | -77.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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.