Investor Details
| Filer Name: | LEAD EDGE CAPITAL MANAGEMENT, LLC |
|---|---|
| CIK: | 1802797 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 9 |
| Portfolio Value: | $0.30B |
Lead Edge Capital Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| YEXT | US | YEXT INC | 12,792,078 | $81M | 27.52% | - | - |
| APPN | US | APPIAN CORP-A | 1,528,085 | $50M | 17.05% | 5.7% | - |
| RELY | US | REMITLY GLOBAL INC | 1,794,100 | $40M | 13.70% | 68.0% | - |
| TOST | US | TOAST INC-CLASS A | 1,038,900 | $38M | 12.81% | -58.4% | - |
| NCNO | US | NCINO INC | 831,672 | $28M | 9.45% | 24.7% | - |
| ENFN | US | ENFUSION INC - CLASS A | 2,409,967 | $25M | 8.40% | - | - |
| NATL | US | NCR ATLEOS CORP | 521,681 | $18M | 5.99% | -56.5% | - |
| STNE | US | STONECO LTD-A | 1,846,391 | $15M | 4.98% | - | - |
| LIF | US | LIFE360 INC | 8,834 | $0M | 0.12% | - | - |