LECM

Lead Edge Capital Management Portfolio holdings

AUM $361M
1-Year Est. Return 35.03%
This Quarter Est. Return
1 Year Est. Return
+35.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$24.7M
3
+$5.04M
4
APPN icon
Appian
APPN
+$2.89M

Top Sells

1
+$34.5M
2
+$26.9M
3
+$10.6M

Sector Composition

1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YEXT icon
1
Yext
YEXT
$1.02B
$109M 30.1%
12,792,078
APPN icon
2
Appian
APPN
$2.08B
$48.5M 13.43%
1,624,797
+96,712
MDB icon
3
MongoDB
MDB
$25.9B
$47.2M 13.07%
224,859
+134,399
NCNO icon
4
nCino
NCNO
$2.75B
$44.9M 12.42%
1,604,129
RELY icon
5
Remitly
RELY
$3.21B
$41.5M 11.48%
2,208,833
NATL icon
6
NCR Atleos
NATL
$2.72B
$26.2M 7.24%
917,028
+176,533
CWAN icon
7
Clearwater Analytics
CWAN
$5.25B
$24.7M 6.84%
+1,126,900
STNE icon
8
StoneCo
STNE
$4.78B
$19M 5.25%
1,183,391
-663,000
LIF
9
Life360
LIF
$6.79B
$576K 0.16%
8,834
TOST icon
10
Toast
TOST
$21.9B
– –
-1,038,900
ENFN
11
DELISTED
Enfusion, Inc.
ENFN
– –
-2,409,967