Lead Edge Capital Management as of June 30, 2022
Portfolio Holdings for Lead Edge Capital Management
Lead Edge Capital Management holds 9 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Toast Cl A (TOST) | 27.9 | $100M | 7.8M | 12.94 | |
| Instructure Hldgs (INST) | 15.3 | $55M | 2.4M | 22.70 | |
| Elastic N V Ord Shs (ESTC) | 14.9 | $54M | 794k | 67.67 | |
| Yext (YEXT) | 11.8 | $43M | 8.9M | 4.78 | |
| Everbridge, Inc. Cmn (EVBG) | 9.7 | $35M | 1.3M | 27.89 | |
| NCR Corporation (VYX) | 9.7 | $35M | 1.1M | 31.11 | |
| Stoneco Com Cl A (STNE) | 7.6 | $28M | 3.6M | 7.70 | |
| Weave Communications (WEAV) | 3.0 | $11M | 3.5M | 3.04 | |
| Bird Global Com Cl A | 0.1 | $363k | 834k | 0.44 |
