Lead Edge Capital Management, LLC

CIK Number: 0001802797

329.25M
Market Value
8
# of Holdings
5 months
Avg. Holding Period
62.50%
Win Rate
62.37%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 YEXT Yext, Inc.
8.37
+3.02% 12.79M 0.00% 81.36M 6.09 27.52%
2 APPN Appian Corporat...
30.45
+3.36% 1.53M +5.74% 50.4M 31.52 17.05%
3 RELY Remitly Global,...
19.51
+0.83% 1.79M +67.97% 40.49M 17.1 13.70%
4 TOST Toast, Inc.
42.60
+2.56% 1.04M -58.43% 37.87M 18.26 12.81%
5 NCNO nCino, Inc.
26.88
-0.41% 831.67K +24.69% 27.93M 31.98 9.45%
6 NATL NCR Atleos Corp...
27.43
+1.63% 521.68K -56.53% 17.7M 24.29 5.99%
7 STNE StoneCo Ltd.
15.07
+9.56% 1.85M 0.00% 14.72M 15.55 4.98%
8 LIF Life360, Inc.
62.59
+2.46% 8.83K 0.00% 364.58K 31.73 0.12%