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CIK: 0001802797
Total reported value
$550.4M
$550.4M
10 檔
44.8%
In Q2 2024, Lead Edge Capital Management, LLC's U.S. equity holdings reached a combined market value of $550.4M, distributed across 10 disclosed stock positions.
During Q2 2024, Lead Edge Capital Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TOST | Toast Inc-class A | Stock-Tech | 20.55% | +6.78% | -9.92% | |
| 2 | YEXT | Yext Inc | Stock-Other | 19.59% | -0.72% | — | |
| 3 | ✓ | Stock-Other | 16.75% | — | — | ||
| 4 | APPN | Appian Corp-a | Stock-Other | 11.39% | +0.72% | — | |
| 5 | NATL | Ncr Atleos CORP | Stock-Tech | 10.35% | — | — | |
| 6 | GWRE | Guidewire Software Inc | Stock-Tech | 7.91% | — | -15.51% | |
| 7 | STNE | StoneCo Ltd. | Stock-Other | 7.07% | — | -30.47% | |
| 8 | ✓ | Enfusion Inc - Class A | Stock-Other | 4.72% | — | +103.95% | |
| 9 | EB4 | Eventbrite Inc-class A | Stock-Other | 1.58% | — | -75.18% | |
| 10 | LIF | Life360 Inc | Stock-Other | 0.09% | — | — |
According to official SEC Form 13F filings, Lead Edge Capital Management, LLC reported a total U.S. public equity portfolio value of $550.4M across 10 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including TOST, YEXT, ) accounted for 44.8% of total reported equity market value during Q2 2024.
During Q2 2024, Lead Edge Capital Management, LLC's top holdings by market value included TOST (20.6%)、YEXT (19.6%)、 (16.8%). The largest single position, TOST, represented 20.6% of total portfolio value.
In Q2 2024, Lead Edge Capital Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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