Managers / Q4 2020 · view latest →
Lead Edge Capital Management, LLC
CIK 0001802797 · 96 SPRING STREET, FLOORS 5 & 6, NEW YORK, NY, 10012 · 212-984-2421
Summary
Lead Edge Capital Management, LLC reported $81M in U.S.-listed holdings across 2 positions for Q4 2020.
The portfolio is heavily concentrated: DBX alone accounts for 53.6% of reported value.
Compared with Q3 2020, the fund opened 0 new positions and exited 9.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 53.6% · $43M
- ADR · 46.4% · $37M
Quarter-over-Quarter Changes full breakdown →
vs Q3 2020 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| DBXDROPBOX INC | ADDED | +1.08M | 1.95M | +$27M | $43M |
| ASANASANA INC | SOLD OUT | −2.43M | 0 | −$70M | $0 |
| SAILEURSAILPOINT TECHNLGIES HLDGS I | SOLD OUT | −796.8K | 0 | −$32M | $0 |
| BSYBENTLEY SYS INC | SOLD OUT | −125.0K | 0 | −$4M | $0 |
| JFROG LTD | SOLD OUT | −20.0K | 0 | −$2M | $0 |
| SUMO2EURSUMO LOGIC INC | SOLD OUT | −65.0K | 0 | −$1M | $0 |
| DUCK CREEK TECHNOLOGIES INC | SOLD OUT | −30.0K | 0 | −$1M | $0 |
| SNOWSNOWFLAKE INC | SOLD OUT | −5.0K | 0 | −$1M | $0 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2020
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | DBXDROPBOX INChistory → | CL A | 53.61% | $43M | 1.95M |
| 2 | TALEND S A | ADS | 46.39% | $37M | 974.8K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $408M | 12 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $390M | 8 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $378M | 8 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $361M | 9 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $329M | 10 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $296M | 9 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $345M | 10 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $313M | 10 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $325M | 10 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $374M | 9 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $282M | 9 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $325M | 9 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $318M | 9 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $289M | 9 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $240M | 8 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $360M | 9 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $457M | 9 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $840M | 7 | Feb 25, 2022 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2021 | $93M | 6 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $80M | 2 | Aug 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $90M | 3 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $81M | 2 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $167M | 11 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $66M | 5 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $89M | 4 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $149M | 5 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.