LECM

Lead Edge Capital Management Portfolio holdings

AUM $378M
1-Year Est. Return 29.33%
This Quarter Est. Return
1 Year Est. Return
+29.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$6.95M
3
+$5.7M

Top Sells

1
+$19M
2
+$11.3M
3
+$2.9M

Sector Composition

1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YEXT icon
1
Yext
YEXT
$1.09B
$109M 28.8%
12,792,078
MDB icon
2
MongoDB
MDB
$32.3B
$58.5M 15.46%
188,524
-36,335
APPN icon
3
Appian
APPN
$2.91B
$55.4M 14.63%
1,811,151
+186,354
NCNO icon
4
nCino
NCNO
$2.82B
$43.5M 11.49%
1,604,129
RELY icon
5
Remitly
RELY
$2.8B
$43M 11.35%
2,634,993
+426,160
CWAN icon
6
Clearwater Analytics
CWAN
$6.36B
$35.1M 9.27%
1,946,446
+819,546
NATL icon
7
NCR Atleos
NATL
$2.75B
$33.2M 8.76%
843,362
-73,666
LIF
8
Life360
LIF
$5.95B
$939K 0.25%
8,834
STNE icon
9
StoneCo
STNE
$4.13B
– –
-1,183,391