Lead Edge Capital Management as of Dec. 31, 2021
Portfolio Holdings for Lead Edge Capital Management
Lead Edge Capital Management holds 7 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Toast Cl A (TOST) | 60.7 | $406M | 13M | 31.24 | |
| NCR Corporation (VYX) | 10.1 | $67M | 1.7M | 40.20 | |
| Instructure Hldgs (INST) | 9.2 | $62M | 2.6M | 23.98 | |
| Weave Communications (WEAV) | 7.9 | $53M | 3.5M | 15.18 | |
| Stoneco Com Cl A (STNE) | 7.6 | $51M | 3.0M | 16.86 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.9 | $26M | 222k | 118.79 | |
| Cvent Holding Corp Common Stock | 0.6 | $4.1M | 500k | 8.17 |
