LECM

Lead Edge Capital Management Portfolio holdings

AUM $408M
1-Year Est. Return 4.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$97.7M
2
+$42.1M
3
+$39.8M
4
TOST icon
Toast
TOST
+$39M
5
PCOR icon
Procore
PCOR
+$18.3M

Top Sells

1
+$46.9M
2
+$29.8M
3
+$29.3M
4
RELY icon
Remitly
RELY
+$4.27M

Sector Composition

1 Technology 90.22%
2 Healthcare 9.23%
3 Industrials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WDAY icon
1
Workday
WDAY
$37B
$80M 19.61%
+615,670
RELY icon
2
Remitly
RELY
$4.19B
$59.1M 14.49%
3,771,955
-288,458
APPN icon
3
Appian
APPN
$1.85B
$45.9M 11.26%
1,905,634
+296,845
MDB icon
4
MongoDB
MDB
$30.9B
$41.7M 10.23%
170,425
+42,370
VEEV icon
5
Veeva Systems
VEEV
$29.1B
$37.7M 9.23%
+214,409
TOST icon
6
Toast
TOST
$14.8B
$34.6M 8.49%
+1,306,362
APPF icon
7
AppFolio
APPF
$5.95B
$33.2M 8.14%
+210,260
YEXT icon
8
Yext
YEXT
$408M
$30.1M 7.38%
7,843,296
-4,948,782
NCNO icon
9
nCino
NCNO
$1.75B
$25.3M 6.2%
1,687,480
PCOR icon
10
Procore
PCOR
$7.79B
$17.6M 4.33%
+309,573
EQPT
11
EquipmentShare.com Inc
EQPT
$5.11B
$2.24M 0.55%
+110,000
LIF
12
Life360
LIF
$3.97B
$361K 0.09%
8,834
CWAN icon
13
Clearwater Analytics
CWAN
$7.25B
– –
-1,946,446
NATL icon
14
NCR Atleos
NATL
$3.25B
– –
-768,415