13F HOLDINGS REPORT
Lead Edge Capital Management, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001493152-24-031908
Total Value
$313.3M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TOAST INC | TOST | 2,498,900 | $64.4M | 20.55% |
| 2 | YEXT INC | YEXT | 11,474,281 | $61.4M | 19.59% |
| 3 | INSTRUCTURE HLDGS INC | 457790103 | 2,241,530 | $52.5M | 16.75% |
| 4 | APPIAN CORP | APPN | 1,156,985 | $35.7M | 11.39% |
| 5 | NCR ATLEOS CORPORATION | NATL | 1,199,961 | $32.4M | 10.35% |
| 6 | GUIDEWIRE SOFTWARE INC | GWRE | 179,761 | $24.8M | 7.91% |
| 7 | STONECO LTD | STNE | 1,846,391 | $22.1M | 7.07% |
| 8 | ENFUSION INC | 292812104 | 1,735,551 | $14.8M | 4.72% |
| 9 | EVENTBRITE INC | EVEX-WT | 1,025,280 | $5.0M | 1.58% |
| 10 | LIFE360 INC | LIFX | 8,834 | $286,133 | 0.09% |