Latest Lead Edge Capital Management, LLC Stock Portfolio
$325Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About Lead Edge Capital Management, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Lead Edge Capital Management, LLC reported an equity portfolio of $325.3 Millions as of 31 Mar, 2024.
The top stock holdings of Lead Edge Capital Management, LLC are YEXT, TOST, INST. The fund has invested 21.3% of it's portfolio in YEXT INC and 21.2% of portfolio in TOAST INC.
The fund managers got completely rid off SMARTSHEET INC (SMAR) stocks. They significantly reduced their stock positions in EVERBRIDGE INC (EVBG), STONECO LTD (STNE) and NCR ATLEOS CORPORATION. Lead Edge Capital Management, LLC opened new stock positions in ENFUSION INC (ENFN) and DOCEBO INC (DCBO). The fund showed a lot of confidence in some stocks as they added substantially to INSTRUCTURE HLDGS INC (INST).
The top stock holdings of Lead Edge Capital Management, LLC are YEXT, TOST, INST. The fund has invested 21.3% of it's portfolio in YEXT INC and 21.2% of portfolio in TOAST INC.
The fund managers got completely rid off SMARTSHEET INC (SMAR) stocks. They significantly reduced their stock positions in EVERBRIDGE INC (EVBG), STONECO LTD (STNE) and NCR ATLEOS CORPORATION. Lead Edge Capital Management, LLC opened new stock positions in ENFUSION INC (ENFN) and DOCEBO INC (DCBO). The fund showed a lot of confidence in some stocks as they added substantially to INSTRUCTURE HLDGS INC (INST).
New Buys
| Ticker | $ Bought |
|---|---|
| ENFUSION INC | 7,871,440 |
| DOCEBO INC | 5,383,330 |
New stocks bought by Lead Edge Capital Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| INSTRUCTURE HLDGS INC | 3.37 |
Additions to existing portfolio by Lead Edge Capital Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| EVERBRIDGE INC | -83.59 |
| STONECO LTD | -14.13 |
| NCR ATLEOS CORPORATION | -10.25 |
| EVENTBRITE INC | 0.00 |
Lead Edge Capital Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| SMARTSHEET INC | -6,718,710 |
Lead Edge Capital Management, LLC got rid off the above stocks
Current Stock Holdings of Lead Edge Capital Management, LLC
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| DCBO | DOCEBO INC | 1.66 | 110,000 | 5,383,330 | NEW | ||
| EB | EVENTBRITE INC | 6.96 | 4,130,820 | 22,636,900 | REDUCED | 0.00 | |
| ENFN | ENFUSION INC | 2.42 | 850,967 | 7,871,440 | NEW | ||
| EVBG | EVERBRIDGE INC | 3.23 | 301,345 | 10,495,800 | REDUCED | -83.59 | |
| GWRE | GUIDEWIRE SOFTWARE INC | 7.63 | 212,761 | 24,831,300 | UNCHANGED | 0.00 | |
| INST | INSTRUCTURE HLDGS INC | 14.73 | 2,241,530 | 47,923,900 | ADDED | 3.37 | |
| SMAR | SMARTSHEET INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| STNE | STONECO LTD | 13.56 | 2,655,550 | 44,108,800 | REDUCED | -14.13 | |
| TOST | TOAST INC | 21.25 | 2,774,100 | 69,130,600 | UNCHANGED | 0.00 | |
| YEXT | YEXT INC | 21.27 | 11,474,300 | 69,189,900 | UNCHANGED | 0.00 | |
| NCR ATLEOS CORPORATION | 7.29 | 1,199,960 | 23,699,200 | REDUCED | -10.25 |