Managers / Q2 2022 · 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 $360M in U.S.-listed holdings across 9 positions for Q2 2022.
The portfolio is heavily concentrated: TOST alone accounts for 27.9% of reported value.
The book was largely unchanged from Q1 2022.
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 · 62.0% · $224M
- Other · 38.0% · $137M
Quarter-over-Quarter Changes full breakdown →
vs Q1 2022 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| ELASTIC N V | ADDED | +388.6K | 794.4K | +$18M | $54M |
| YEXTYEXT INC | ADDED | +1.95M | 8.93M | −$5M | $43M |
| STONECO LTD | ADDED | +429.3K | 3.58M | −$9M | $28M |
| INSTRUCTURE HLDGS INC | HELD | +110.2K | 2.43M | +$9M | $55M |
| TOSTTOAST INC | HELD | +0 | 7.76M | −$68M | $100M |
| EVBGEUREVERBRIDGE INC | HELD | +0 | 1.25M | −$20M | $35M |
| VYXNCR CORP NEW | HELD | +0 | 1.12M | −$10M | $35M |
| WEAVWEAVE COMMUNICATIONS INC | HELD | +0 | 3.50M | −$8M | $11M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q2 2022
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | TOSTTOAST INChistory → | CL A | 27.86% | $100M | 7.76M |
| 2 | INSTRUCTURE HLDGS INC | COM | 15.29% | $55M | 2.43M |
| 3 | ELASTIC N V | ORD SHS | 14.92% | $54M | 794.4K |
| 4 | YEXTYEXT INChistory → | COM | 11.84% | $43M | 8.93M |
| 5 | EVBGEUREVERBRIDGE INChistory → | COM | 9.71% | $35M | 1.25M |
| 6 | VYXNCR CORP NEWhistory → | COM | 9.68% | $35M | 1.12M |
| 7 | STONECO LTD | COM CL A | 7.65% | $28M | 3.58M |
| 8 | WEAVWEAVE COMMUNICATIONS INChistory → | COM | 2.95% | $11M | 3.50M |
| 9 | BIRD GLOBAL INC | COM CL A | 0.10% | $363,000 | 833.5K |
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 ↗.