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View AllLatest Lead Edge Capital Management, LLC Stock Portfolio
$374Million
Equity Portfolio Value
Last Reported on: 14 Feb, 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 $281.6 Millions as of 30 Sep, 2023.
The top stock holdings of Lead Edge Capital Management, LLC are YEXT, INST, . The fund has invested 25.8% of it's portfolio in YEXT INC and 19.6% of portfolio in INSTRUCTURE HLDGS INC.
The fund managers got completely rid off EVENTBRITE INC (EB), ELASTIC N V (ESTC) and BIRD GLOBAL INC (BRDS) stocks. They significantly reduced their stock positions in BIGCOMMERCE HLDGS INC (BIGC). Lead Edge Capital Management, LLC opened new stock positions in EVENTBRITE INC, EVERBRIDGE INC (EVBG) and SMARTSHEET INC (SMAR).
The top stock holdings of Lead Edge Capital Management, LLC are YEXT, INST, . The fund has invested 25.8% of it's portfolio in YEXT INC and 19.6% of portfolio in INSTRUCTURE HLDGS INC.
The fund managers got completely rid off EVENTBRITE INC (EB), ELASTIC N V (ESTC) and BIRD GLOBAL INC (BRDS) stocks. They significantly reduced their stock positions in BIGCOMMERCE HLDGS INC (BIGC). Lead Edge Capital Management, LLC opened new stock positions in EVENTBRITE INC, EVERBRIDGE INC (EVBG) and SMARTSHEET INC (SMAR).
New Buys
| Ticker | $ Bought |
|---|---|
| TOAST INC | 50,655,100 |
| EVENTBRITE INC | 34,535,100 |
| NCR ATLEOS CORPORATION | 32,474,800 |
New stocks bought by Lead Edge Capital Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| EVERBRIDGE INC | 121 |
Additions to existing portfolio by Lead Edge Capital Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| SMARTSHEET INC | -44.36 |
| STONECO LTD | -5.6 |
Lead Edge Capital Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| EVENTBRITE INC | -31,266,000 |
| NCR CORP NEW | -30,242,100 |
| BIGCOMMERCE HLDGS INC | -9,469,980 |
Lead Edge Capital Management, LLC got rid off the above stocks
Current Stock Holdings of Lead Edge Capital Management, LLC
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| BIGC | BIGCOMMERCE HLDGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| EB | EVENTBRITE INC | 9.23 | 4,131,000 | 34,535,100 | NEW | ||
| EVBG | EVERBRIDGE INC | 11.93 | 1,836,380 | 44,642,300 | ADDED | 121 | |
| GWRE | GUIDEWIRE SOFTWARE INC | 6.20 | 212,761 | 23,199,500 | UNCHANGED | 0.00 | |
| INST | INSTRUCTURE HLDGS INC | 15.65 | 2,168,430 | 58,569,300 | UNCHANGED | 0.00 | |
| NCR | NCR CORP NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SMAR | SMARTSHEET INC | 1.80 | 140,500 | 6,718,710 | REDUCED | -44.36 | |
| STNE | STONECO LTD | 14.90 | 3,092,550 | 55,758,700 | REDUCED | -5.6 | |
| TOST | TOAST INC | 13.54 | 2,774,100 | 50,655,100 | NEW | ||
| YEXT | YEXT INC | 18.06 | 11,474,300 | 67,583,500 | UNCHANGED | 0.00 | |
| NCR ATLEOS CORPORATION | 8.68 | 1,336,960 | 32,474,800 | NEW | |||
| EVENTBRITE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |