Lead Edge Capital Management as of Sept. 30, 2020
Portfolio Holdings for Lead Edge Capital Management
Lead Edge Capital Management holds 11 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Asana Cl A (ASAN) | 41.9 | $70M | 2.4M | 28.80 | |
| Talend S A Ads | 22.8 | $38M | 975k | 39.04 | |
| Sailpoint Technlgies Hldgs I | 18.9 | $32M | 797k | 39.57 | |
| Dropbox Cl A (DBX) | 10.0 | $17M | 865k | 19.26 | |
| Bentley Sys Com Cl B (BSY) | 2.4 | $3.9M | 125k | 31.40 | |
| Jfrog Ord Shs (FROG) | 1.0 | $1.7M | 20k | 84.65 | |
| Sumo Logic Ord | 0.8 | $1.4M | 65k | 21.80 | |
| Duck Creek Technologies SHS | 0.8 | $1.4M | 30k | 45.43 | |
| Snowflake Cl A (SNOW) | 0.8 | $1.3M | 5.0k | 251.00 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $849k | 2.5k | 335.04 | |
| Uber Technologies (UBER) | 0.2 | $263k | 7.2k | 36.45 |
