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CIK: 0001802797
Total reported value
$550.4M
$550.4M
10 檔
48.3%
According to the latest 13F quarterly dataset, Lead Edge Capital Management, LLC managed an equity portfolio of $550.4M at the end of Q3 2024, spanning 10 distinct U.S. exchange-listed positions.
In Q3 2024, Lead Edge Capital Management, LLC displayed an active expansion posture, initiating 2 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | YEXT | Yext Inc | Stock-Other | 25.63% | -0.72% | +11.48% | |
| 2 | TOST | Toast Inc-class A | Stock-Tech | 20.48% | +6.78% | — | |
| 3 | APPN | Appian Corp-a | Stock-Other | 14.28% | +0.72% | +24.90% | |
| 4 | NATL | Ncr Atleos CORP | Stock-Tech | 9.91% | — | — | |
| 5 | ✓ | Stock-Other | 6.71% | — | -56.10% | ||
| 6 | ✓ | Enfusion Inc - Class A | Stock-Other | 6.62% | — | +38.86% | |
| 7 | NCNO | Ncino Inc | Stock-Other | 6.10% | +4.68% | — | |
| 8 | STNE | StoneCo Ltd. | Stock-Other | 6.02% | — | — | |
| 9 | RELY | Remitly Global Inc | Stock-Other | 4.14% | -3.55% | — | |
| 10 | LIF | Life360 Inc | Stock-Other | 0.10% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NCNO | Ncino Inc | +6.1% | NEW | New buy |
| 2 | YEXT | Yext Inc | +6% | +11.48% | Add |
| 3 | RELY | Remitly Global Inc | +4.1% | NEW | New buy |
| 4 | APPN | Appian Corp-a | +2.9% | +24.90% | Add |
| 5 | ✓ | Enfusion Inc - Class A | +1.9% | +38.86% | Add |
| 6 | LIF | Life360 Inc | 0% | — | Unchanged |
| 7 | TOST | Toast Inc-class A | -0.1% | — | Unchanged |
| 8 | NATL | Ncr Atleos CORP | -0.4% | — | Unchanged |
| 9 | STNE | StoneCo Ltd. | -1.1% | — | Unchanged |
| 10 | EB4 | Eventbrite Inc-class A | -1.6% | EXIT | Sold out |
| 11 | GWRE | Guidewire Software Inc | -7.9% | EXIT | Sold out |
| 12 | ✓ | -10% | -56.10% | Trim |
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 Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including YEXT, TOST, APPN) accounted for 48.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
NCNO
市值: $21.1M
Top Position Liquidated / Trimmed
GWRE
前期市值: $24.8M
During Q3 2024, Lead Edge Capital Management, LLC's top holdings by market value included YEXT (25.6%)、TOST (20.5%)、APPN (14.3%). The largest single position, YEXT, represented 25.6% of total portfolio value.
In Q3 2024, Lead Edge Capital Management, LLC made 8 total portfolio adjustments, initiating 2 new buys, adding to 3 positions, trimming 1 holdings, and fully liquidating 2 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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