LECM
Lead Edge Capital Management Portfolio holdings
AUM
$361M
This Quarter Return
+15.85%
1 Year Return
+35.03%
3 Year Return
+113.94%
5 Year Return
+25.24%
10 Year Return
–
AUM
$361M
AUM Growth
+$361M
(+9.7%)
Cap. Flow
-$11.1M
Cap. Flow
% of AUM
-3.07%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
11
New
1
Increased
3
Reduced
1
Closed
2
Top Buys
| 1 |
MongoDB
MDB
|
$28.2M |
| 2 |
Clearwater Analytics
CWAN
|
$24.7M |
| 3 |
NCR Atleos
NATL
|
$5.04M |
| 4 |
Appian
APPN
|
$2.89M |
Top Sells
| 1 |
Toast
TOST
|
$34.5M |
| 2 |
ENFN
Enfusion, Inc.
ENFN
|
$26.9M |
| 3 |
StoneCo
STNE
|
$10.6M |
Sector Composition
| 1 | Technology | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Yext
YEXT
$1.11B
| $109M | 30.1% | 12,792,078 | – | – |
|
|
2
Appian
APPN
$2.28B
| $48.5M | 13.43% | 1,624,797 +96,712 | +6% | +$2.89M |
|
|
3
MongoDB
MDB
$25.7B
| $47.2M | 13.07% | 224,859 +134,399 | +149% | +$28.2M |
|
4
nCino
NCNO
$3.72B
| $44.9M | 12.42% | 1,604,129 | – | – |
|
5
Remitly
RELY
$3.82B
| $41.5M | 11.48% | 2,208,833 | – | – |
|
|
6
NCR Atleos
NATL
$2.92B
| $26.2M | 7.24% | 917,028 +176,533 | +24% | +$5.04M |
|
|
7
Clearwater Analytics
CWAN
$6.04B
| $24.7M | 6.84% | +1,126,900 | New | +$24.7M |
|
|
8
StoneCo
STNE
$4.41B
| $19M | 5.25% | 1,183,391 -663,000 | -36% | -$10.6M |
|
|
LIF
9
Life360
LIF
$7.01B
| $576K | 0.16% | 8,834 | – | – |
|
|
10
Toast
TOST
$26.3B
| – | – | -1,038,900 | Closed | -$34.5M |
|
|
ENFN
11
DELISTED
Enfusion, Inc.
ENFN
| – | – | -2,409,967 | Closed | -$26.9M |
|