Lead Edge Capital Management, LLC Diversified Active

CIK: 0001802797 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $295,641 (100.0% shares, 0.0% debt)

Holdings (9)

YEXT YEXT INC 27.5%

Value ($000) $81,358 Shares 12,792,078 Est. Cost $6.51 Unrealized +11.7%

APPN APPIAN CORP 17.0%

Value ($000) $50,396 Shares 1,528,085 Est. Cost $32.89 Unrealized +8.7%

RELY REMITLY GLOBAL INC 13.7%

Value ($000) $40,493 Shares 1,794,100 Est. Cost $15.53 Unrealized +18.5%

TOST TOAST INC 12.8%

Value ($000) $37,868 Shares 1,038,900 Est. Cost $16.40 Unrealized +114.3%

NCNO NCINO INC 9.4%

Value ($000) $27,928 Shares 831,672 Est. Cost $32.76 Unrealized +13.7%

— ENFUSION INC 8.4%

Value ($000) $24,823 Shares 2,409,967 Est. Cost $9.05 Unrealized —

NATL NCR ATLEOS CORPORATION 6.0%

Value ($000) $17,695 Shares 521,681 Est. Cost $22.89 Unrealized +32.4%

STNE STONECO LTD 5.0%

Value ($000) $14,716 Shares 1,846,391 Est. Cost $15.55 Unrealized —

LIF LIFE360 INC 0.1%

Value ($000) $365 Shares 8,834 Est. Cost $29.83 Unrealized +47.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
YEXT	YEXT INC	12,792,078	$81,358	27.5%	$6.51	+11.7%	COM	98585N106
APPN	APPIAN CORP	1,528,085	$50,396	17.0%	$32.89	+8.7%	CL A	03782L101
RELY	REMITLY GLOBAL INC	1,794,100	$40,493	13.7%	$15.53	+18.5%	COM	75960P104
TOST	TOAST INC	1,038,900	$37,868	12.8%	$16.40	+114.3%	CL A	888787108
NCNO	NCINO INC	831,672	$27,928	9.4%	$32.76	+13.7%	COM	63947X101
—	ENFUSION INC	2,409,967	$24,823	8.4%	$9.05	—	CL A	292812104
NATL	NCR ATLEOS CORPORATION	521,681	$17,695	6.0%	$22.89	+32.4%	COM SHS	63001N106
STNE	STONECO LTD	1,846,391	$14,716	5.0%	$15.55	—	COM CL A	G85158106
LIF	LIFE360 INC	8,834	$365	0.1%	$29.83	+47.6%	COM	532206109