LECM
Lead Edge Capital Management Portfolio holdings
AUM
$361M
This Quarter Return
-8.92%
1 Year Return
+35.03%
3 Year Return
+113.94%
5 Year Return
+25.24%
10 Year Return
–
AUM
$57.6M
AUM Growth
–
Cap. Flow
+$57.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Alibaba
BABA
|
$37.6M |
| 2 |
INST
Instructure, Inc.
INST
|
$19.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 65.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Alibaba
BABA
$327B
| $37.6M | 65.37% |
+274,641
| New | +$37.6M |
|
|
INST
2
DELISTED
Instructure, Inc.
INST
| $19.9M | 34.63% |
+531,648
| New | +$19.9M |
|