Q2 2023 · 13F-HR
Lead Edge Capital Management, LLCholdings as filed
Filed 2023-08-14 · accession 0001493152-23-028362
$325.1M
Reported value
9
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 98585N106 | YEXT | YEXT INC | $129.8M | 39.9% | 11,474,281 | Common | SOLE |
| 457790103 | — | INSTRUCTURE HLDGS INC | $54.6M | 16.8% | 2,168,430 | Common | SOLE |
| G85158106 | STNE | STONECO LTD | $41.7M | 12.8% | 3,276,154 | Common | SOLE |
| 29975E109 | EB4 | EVENTBRITE INC | $29.9M | 9.21% | 3,135,996 | Common | SOLE |
| 62886E108 | VYX | NCR CORP NEW | $28.3M | 8.69% | 1,121,322 | Common | SOLE |
| 08975P108 | CMRC | BIGCOMMERCE HLDGS INC | $19.3M | 5.93% | 1,938,351 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $16.2M | 4.98% | 212,761 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $5.3M | 1.62% | 82,042 | Common | SOLE |
| 09077J206 | — | BIRD GLOBAL INC | $67,347 | 0.02% | 33,340 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.