Lead Edge Capital Management, LLC Portfolio Holdings

Lead Edge Capital Management, LLC

  • $311 Million
  • Q3 2024

Lead Edge Capital Management, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $311 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Yext, Inc. with a value of $88.5M, Toast, Inc. with a value of $70.7M, Appian Corp with a value of $49.3M, Instructure Holdings, Inc. with a value of $23.1M, and Enfusion, Inc. with a value of $22.8M.

Examining the 13F form we can see an increase of $30.1M in the current position value, from $281M to 311M.

Lead Edge Capital Management, LLC is based out at New York, NY

Below you can find more details about Lead Edge Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $311 Million
Technology: $311 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.04B
$88.5 Million 28.49% of portfolio
12,792,078
Q3 2024 Added 11.48%
$13.8B
$70.7 Million 22.77% of portfolio
2,498,900
Q2 2024 Reduced 9.92%
$1.58B
$49.3 Million 15.88% of portfolio
1,445,085
Q3 2024 Added 24.9%
$3.35B
$23.1 Million 7.45% of portfolio
984,124
Q3 2024 Reduced 56.1%
$694M
$22.8 Million 7.35% of portfolio
2,409,967
Q3 2024 Added 38.86%
$4.59B
$21.1 Million 6.77% of portfolio
667,000
Q3 2024 New
$2.88B
$20.8 Million 6.69% of portfolio
1,846,391
Q2 2024 Reduced 30.47%
$3.54B
$14.3 Million 4.6% of portfolio
1,068,100
Q3 2024 New
Life360 Inc
-
$0 0.0% of portfolio
-
Q2 2024 New
Ncr Atleos Corporation
-
$0 0.0% of portfolio
-
Q1 2024 Reduced 10.25%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $311 Million
  • Prior Value $281 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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