Fund HoldingsLead Edge Capital Management, LLC

Total Portfolio Value
$295.64M
Total Bought
$34.11M
Total Sold
$72.59M
Net Transaction
-$38.48M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
REMITLY GLOBAL INC(RELY)1,068,1001,794,100+726,00014,30240,49313.70%+26,191
NCINO INC(NCNO)667,000831,672+164,67221,07127,9289.45%+6,857
ENFUSION INC2,409,9672,409,967022,87124,8238.40%+1,952
APPIAN CORP(APPN)1,445,0851,528,085+83,00049,33550,39617.05%+1,061
LIFE360 INC(LIF)8,8348,83403483650.12%+17
STONECO LTD(STNE)1,846,3911,846,391020,79014,7164.98%-6,075
YEXT INC12,792,07812,792,078088,52181,35827.52%-7,164
NCR ATLEOS CORPORATION(NATL)1,199,961521,681-678,28034,23517,6955.99%-16,539
INSTRUCTURE HLDGS INC984,1240-984,12423,1760-23,176
TOAST INC(TOST)2,498,9001,038,900-1,460,00070,74437,86812.81%-32,876
Page 1 of 1