13F HOLDINGS REPORT
Lead Edge Capital Management, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001493152-23-004697
Total Value
$289.2M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | YEXT INC | YEXT | 11,474,281 | $74.9M | 25.91% |
| 2 | ELASTIC N V | ESTC | 1,175,466 | $60.5M | 20.93% |
| 3 | INSTRUCTURE HLDGS INC | 457790103 | 2,186,909 | $51.3M | 17.73% |
| 4 | STONECO LTD | STNE | 3,578,754 | $33.8M | 11.68% |
| 5 | NCR Corp New | NCRRP | 1,121,322 | $26.3M | 9.08% |
| 6 | GUIDEWIRE SOFTWARE INC | GWRE | 282,761 | $17.7M | 6.12% |
| 7 | WEAVE COMMUNICATIONS INC | WEAV | 3,500,634 | $14.4M | 4.99% |
| 8 | BIGCOMMERCE HLDGS INC | CMRC | 1,165,000 | $10.2M | 3.52% |
| 9 | BIRD GLOBAL INC | BBIO | 833,500 | $120,024 | 0.04% |