Q1 2024 · 13F-HR
Lead Edge Capital Management, LLCholdings as filed
Filed 2024-05-15 · accession 0001493152-24-019589
$325.3M
Reported value
10
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 98585N106 | YEXT | YEXT INC | $69.2M | 21.3% | 11,474,281 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $69.1M | 21.3% | 2,774,100 | Common | SOLE |
| 457790103 | — | INSTRUCTURE HLDGS INC | $47.9M | 14.7% | 2,241,530 | Common | SOLE |
| G85158106 | STNE | STONECO LTD | $44.1M | 13.6% | 2,655,554 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $24.8M | 7.63% | 212,761 | Common | SOLE |
| 63001N106 | NATL | NCR ATLEOS CORPORATION | $23.7M | 7.29% | 1,199,961 | Common | SOLE |
| 29975E109 | EB4 | EVENTBRITE INC | $22.6M | 6.96% | 4,130,821 | Common | SOLE |
| 29978A104 | EVBGEUR | EVERBRIDGE INC | $10.5M | 3.23% | 301,345 | Common | SOLE |
| 292812104 | — | ENFUSION INC | $7.9M | 2.42% | 850,967 | Common | SOLE |
| 25609L105 | DCBO | DOCEBO INC | $5.4M | 1.66% | 110,000 | 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.