$313 Million is the total value of Lead Edge Capital Management, LLC's 10 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| YEXT | YEXT INC | $61,387,404 | -11.3% | 11,474,281 | 0.0% | 19.59% | -7.9% | |
| INSTRUCTURE HLDGS INC | $52,474,217 | +9.5% | 2,241,530 | 0.0% | 16.75% | +13.7% | ||
| NCR ATLEOS CORPORATION | $32,422,947 | +36.8% | 1,199,961 | 0.0% | 10.35% | +42.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Instructure Holdings Inc. | 12 | Q2 2024 | 22.5% |
| STONECO LTD | 11 | Q2 2024 | 14.9% |
| YEXT INC | 10 | Q2 2024 | 39.9% |
| ALIBABA GROUP HLDG LTD | 8 | Q4 2021 | 68.3% |
| NCR CORP NEW | 8 | Q3 2023 | 10.7% |
| TOAST INC | 7 | Q2 2024 | 77.6% |
| GUIDEWIRE SOFTWARE INC | 7 | Q2 2024 | 7.9% |
| ELASTIC NV | 6 | Q2 2023 | 23.4% |
| EVERBRIDGE INC | 6 | Q1 2024 | 12.0% |
| WEAVE COMMUNICATIONS INC | 6 | Q1 2023 | 7.9% |
View Lead Edge Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-14 |
| 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 |
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.