LECM
Lead Edge Capital Management Portfolio holdings
AUM
$361M
This Quarter Return
+30.73%
1 Year Return
+35.03%
3 Year Return
+113.94%
5 Year Return
+25.24%
10 Year Return
–
AUM
$78.3M
AUM Growth
+$78.3M
(+36%)
Cap. Flow
+$3.12M
Cap. Flow
% of AUM
3.99%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
1
Reduced
1
Closed
–
Top Buys
| 1 |
Alibaba
BABA
|
$3.35M |
Top Sells
| 1 |
INST
Instructure, Inc.
INST
|
$226K |
Sector Composition
| 1 | Consumer Discretionary | 68.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Alibaba
BABA
$322B
| $53.5M | 68.29% |
292,985
+18,344
| +7% | +$3.35M |
|
|
INST
2
DELISTED
Instructure, Inc.
INST
| $24.8M | 31.71% |
526,843
-4,805
| -0.9% | -$226K |
|