Lead Edge Capital Management, LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Lead Edge Capital Management, LLC disclosed 10 US equity positions worth $345.4m in its Q3 2024 13F filing. The largest position was YEXT at 25.6% of the reported book, followed by TOST and APPN.
What did Lead Edge Capital Management, LLC own in Q3 2024? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | YEXT YEXT INC | Technology | 25.6% | $88.5m | 12,792,078 | – | |
| 2 | TOST TOAST INC | Technology | 20.5% | $70.7m | 2,498,900 | – | |
| 3 | APPN APPIAN CORP | Technology | 14.3% | $49.3m | 1,445,085 | – | |
| 4 | NATL NCR ATLEOS CORPORATION | Technology | 9.9% | $34.2m | 1,199,961 | – | |
| 5 | INSTRUCTURE HLDGS INC | 6.7% | $23.2m | 984,124 | – | ||
| 6 | ENFUSION INC | 6.6% | $22.9m | 2,409,967 | – | ||
| 7 | NCNO NCINO INC | Technology | 6.1% | $21.1m | 667,000 | – | |
| 8 | STNE STONECO LTD | Technology | 6.0% | $20.8m | 1,846,391 | – | |
| 9 | RELY REMITLY GLOBAL INC | Technology | 4.1% | $14.3m | 1,068,100 | – | |
| 10 | LIF LIFE360 INC | 0.1% | $347.6k | 8,834 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.