LECM
Lead Edge Capital Management Portfolio holdings
AUM $329M
AUM
$329M
AUM Growth
+$33.6M (+11%)
Cap. Flow
+$51.5M
Cap. Flow % of AUM
15.64%
Top 10 Holdings %Top 10 Hldgs %
100%
Holding
10
New
1
Increased
3
Reduced
–
Closed
–
Top Buys
| 1 | $21.2M | |
| 2 | $15.9M | |
| 3 | $8.63M | |
| 4 | $5.77M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 100% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $78.8M | 23.93% | 12,792,078 | – | – | |||
| $45.9M | 13.95% | 2,208,833 +414,733 | +23% | +$8.63M | |||
| $44.1M | 13.38% | 1,604,129 +772,457 | +93% | +$21.2M | |||
| $44M | 13.37% | 1,528,085 | – | – | |||
| $34.5M | 10.47% | 1,038,900 | – | – | |||
| $26.9M | 8.16% | 2,409,967 | – | – | |||
| $19.5M | 5.93% | 740,495 +218,814 | +42% | +$5.77M | |||
| $19.4M | 5.88% | 1,846,391 | – | – | |||
| $15.9M | 4.82% | 90,460 | New | +$15.9M | |||
| $339K | 0.1% | 8,834 | – | – |
