$325 Million is the total value of Lead Edge Capital Management, LLC's 9 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 200.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Buy | INSTRUCTURE HLDGS INC | $54,557,699 | +1.5% | 2,168,430 | +4.5% | 16.78% | -0.6% | |
| EB | New | EVENTBRITE INC | $29,948,762 | – | 3,135,996 | +100.0% | 9.21% | – |
| New | BIRD GLOBAL INC | $67,347 | – | 33,340 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
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 | 2024-05-15 |
| 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 |
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.