Lead Edge Capital Management as of June 30, 2023
Portfolio Holdings for Lead Edge Capital Management
Lead Edge Capital Management holds 9 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yext (YEXT) | 39.9 | $130M | 12M | 11.31 | |
| Instructure Hldgs (INST) | 16.8 | $55M | 2.2M | 25.16 | |
| Stoneco Com Cl A (STNE) | 12.8 | $42M | 3.3M | 12.74 | |
| Eventbrite Com Class A (EB) | 9.2 | $30M | 3.1M | 9.55 | |
| NCR Corporation (VYX) | 8.7 | $28M | 1.1M | 25.20 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 5.9 | $19M | 1.9M | 9.95 | |
| Guidewire Software (GWRE) | 5.0 | $16M | 213k | 76.08 | |
| Elastic N V Ord Shs (ESTC) | 1.6 | $5.3M | 82k | 64.12 | |
| Bird Global Com Cl A | 0.0 | $67k | 33k | 2.02 |
