13F HOLDINGS REPORT
Lead Edge Capital Management, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001493152-24-019589
Total Value
$325.3M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | YEXT INC | YEXT | 11,474,281 | $69.2M | 21.27% |
| 2 | TOAST INC | TOST | 2,774,100 | $69.1M | 21.25% |
| 3 | INSTRUCTURE HLDGS INC | 457790103 | 2,241,530 | $47.9M | 14.73% |
| 4 | STONECO LTD | STNE | 2,655,554 | $44.1M | 13.56% |
| 5 | GUIDEWIRE SOFTWARE INC | GWRE | 212,761 | $24.8M | 7.63% |
| 6 | NCR ATLEOS CORPORATION | NATL | 1,199,961 | $23.7M | 7.29% |
| 7 | EVENTBRITE INC | EVEX-WT | 4,130,821 | $22.6M | 6.96% |
| 8 | EVERBRIDGE INC | EVEX-WT | 301,345 | $10.5M | 3.23% |
| 9 | ENFUSION INC | 292812104 | 850,967 | $7.9M | 2.42% |
| 10 | DOCEBO INC | DCBO | 110,000 | $5.4M | 1.66% |