13F HOLDINGS REPORT
Lead Edge Capital Management, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001493152-23-016985
Total Value
$318.4M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Yext Inc. | YEXT | 11,474,281 | $110.3M | 34.64% |
| 2 | Instructure Holdings Inc. | 457790103 | 2,074,551 | $53.7M | 16.88% |
| 3 | Elastic NV | ESTC | 971,466 | $53.1M | 16.69% |
| 4 | StoneCo Ltd. | STNE | 3,578,754 | $34.1M | 10.72% |
| 5 | NCR Corp New | NCRRP | 1,121,322 | $26.5M | 8.31% |
| 6 | Guidewire Software Inc. | GWRE | 212,761 | $17.5M | 5.48% |
| 7 | Bigcommerce Hldgs Inc. | CMRC | 1,938,351 | $17.3M | 5.44% |
| 8 | Weave Communications Inc. | WEAV | 1,134,494 | $5.6M | 1.77% |
| 9 | Bird Global Inc. | BBIO | 833,500 | $233,380 | 0.07% |