Lead Edge Capital Management as of June 30, 2024
Portfolio Holdings for Lead Edge Capital Management
Lead Edge Capital Management holds 10 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Toast Cl A (TOST) | 20.6 | $64M | 2.5M | 25.77 | |
| Yext (YEXT) | 19.6 | $61M | 12M | 5.35 | |
| Instructure Hldgs (INST) | 16.7 | $53M | 2.2M | 23.41 | |
| Appian Corp Cl A (APPN) | 11.4 | $36M | 1.2M | 30.86 | |
| Ncr Atleos Corporation Com Shs (NATL) | 10.3 | $32M | 1.2M | 27.02 | |
| Guidewire Software (GWRE) | 7.9 | $25M | 180k | 137.89 | |
| Stoneco Com Cl A (STNE) | 7.1 | $22M | 1.8M | 11.99 | |
| Enfusion Cl A (ENFN) | 4.7 | $15M | 1.7M | 8.52 | |
| Eventbrite Com Cl A (EB) | 1.6 | $5.0M | 1.0M | 4.84 | |
| Life360 (LIF) | 0.1 | $286k | 8.8k | 32.39 |
