Lead Edge Capital Management, LLC — Q4 2020 13F Holdings

Name: Lead Edge Capital Management, LLC — 13F Holdings, Q4 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001802797

Total reported value

$407.9M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	DBX	Dropbox Inc-class A	Stock-Tech	53.61%	—	+124.95%
2	TLND	Talend SA - Adr	Stock-Other	46.39%	—	—

Position changes disclosed by Lead Edge Capital Management, LLC for the quarter ending Q4 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DBX	Dropbox Inc-class A	+43.6%	+124.95%	Add
2	TLND	Talend SA - Adr	+23.6%	—	Unchanged
3	ASAN	Asana INC - Cl A	—	EXIT	Sold out
4	SAILEUR	Sailpoint Technologies Holdi	—	EXIT	Sold out
5	BSY	Bentley Systems Inc-class B	—	EXIT	Sold out
6	FROG	JFrog Ltd.	—	EXIT	Sold out
7	SUMO2EUR	Sumo Logic INC	—	EXIT	Sold out
8	✓	Duck Creek Technologies INC	—	EXIT	Sold out
9	SNOW	Snowflake INC	—	EXIT	Sold out
10	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	Sold out
11	UBER	Uber Technologies INC	—	EXIT	Sold out