LECM

Lead Edge Capital Management Portfolio holdings

AUM $390M
1-Year Est. Return 24.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$2.12M

Top Sells

1
+$22M
2
+$7.21M
3
+$2.81M

Sector Composition

1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YEXT icon
1
Yext
YEXT
$681M
$103M 26.44%
12,792,078
APPN icon
2
Appian
APPN
$1.97B
$57M 14.61%
1,608,789
-202,362
RELY icon
3
Remitly
RELY
$3.66B
$56M 14.37%
4,060,413
+1,425,420
MDB icon
4
MongoDB
MDB
$21.5B
$53.7M 13.78%
128,055
-60,469
CWAN icon
5
Clearwater Analytics
CWAN
$6.95B
$46.9M 12.04%
1,946,446
NCNO icon
6
nCino
NCNO
$1.89B
$43.3M 11.1%
1,687,480
+83,351
NATL icon
7
NCR Atleos
NATL
$3.45B
$29.3M 7.51%
768,415
-74,947
LIF
8
Life360
LIF
$3.47B
$567K 0.15%
8,834